Position in BWXT
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$2,272,538
-$114,882 QoQ
Shares Held
11,675
0.0% QoQ
Ownership
0.013%
of shares outstanding
% of Portfolio
0.80%
of 13F equity value
Holder Rank
#297
of 841 holders
Holding Since
Dec 2024
7 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in BWXT Over Time
Shares Held
Position Value (USD)
Position in Aerospace & Defense
Industrials · as of Jun 30, 2026Barbara Oil Co. holds $26,313,152 across 8 Aerospace & Defense names. BWXT ranks #5 (8.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TDG |
TransDigm Group INC
|
5,065 | $6,746,782 | |
| 2 | BA |
Boeing Co
|
22,500 | $4,870,575 | |
| 3 | LMT |
Lockheed Martin Corp
|
8,500 | $4,330,410 | |
| 4 | LHX |
L3harris Technologies, Inc. /De/
|
10,000 | $2,905,900 | |
| 5 | BWXT |
BWX Technologies, Inc.
This page
|
11,675 | $2,272,538 | |
| 6 | AXON |
Axon Enterprise, Inc.
|
3,390 | $1,900,467 | |
| 7 | HONA |
Honeywell Aerospace Inc.
|
8,000 | $1,768,640 | |
| 8 | RTX |
RTX Corp
|
8,000 | $1,517,840 |
All Filings in BWXT
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,272,538 | 11,675 | Shares | Other | 2026-08-13 | |
| 2026-03-31 | $2,387,420 | 11,675 | Shares | Other | 2026-05-13 | |
| 2025-12-31 | $2,017,907 | 11,675 | Shares | Other | 2026-02-17 | |
| 2025-09-30 | $2,152,519 | 11,675 | Shares | Other | 2025-11-12 | |
| 2025-06-30 | $1,681,900 | 11,675 | Shares | Other | 2025-08-13 | |
| 2025-03-31 | $1,151,738 | 11,675 | Shares | Other | 2025-05-13 | |
| 2024-12-31 | $634,923 | 5,700 | Shares | Other | 2025-02-12 | |
| No filing history on record for this holder in this stock. | ||||||