Covea Finance

Position in BWXT — BWX Technologies, Inc.

CIK 1636948 PARIS, I0

Position in BWXT

as of Jun 30, 2026 · filed Jul 13, 2026 Compact

Position Value

$23,577,565

-$748,360 QoQ

Shares Held

121,128

+1.8% QoQ

Ownership

0.132%

of shares outstanding

% of Portfolio

0.75%

of 13F equity value

Holder Rank

#93

of 841 holders

Holding Since

Mar 2024

10 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Industrials · as of Jun 30, 2026

Covea Finance holds $168,442,522 across 9 Aerospace & Defense names. BWXT ranks #3 (14.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	HWM	Howmet Aerospace Inc.	138,557	$37,252,435
2	LHX	L3harris Technologies, Inc. /De/	125,990	$36,611,434
3	BWXT	BWX Technologies, Inc. This page	121,128	$23,577,565
4	MOG-A	Moog Inc.	54,215	$22,978,485
5	CW	Curtiss Wright Corp	29,199	$22,125,834
6	MDA	MDA Space Ltd.	295,300	$12,189,984
7	HII	Huntington Ingalls Industries, Inc.	24,185	$6,769,139
8	WWD	Woodward, Inc.	14,173	$6,029,761

10 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$23,577,565	121,128	+1.8%	Shares	Sole	2026-07-13
2026-03-31	$24,325,925	118,959	-14.8%	Shares	Sole	2026-04-15
2025-12-31	$24,138,143	139,656	-1.5%	Shares	Sole	2026-01-07
2025-09-30	$26,135,553	141,756	-17.7%	Shares	Sole	2025-10-16
2025-06-30	$24,815,199	172,256	+59.1%	Shares	Sole	2025-07-15
2025-03-31	$10,683,005	108,292	-16.9%	Shares	Sole	2025-04-22
2024-12-31	$14,514,117	130,300	-3.7%	Shares	Sole	2025-01-14
2024-09-30	$14,707,110	135,300	+2.5%	Shares	Sole	2024-10-10
2024-06-30	$12,540,000	132,000	+956.0%	Shares	Sole	2024-07-16
2024-03-31	$1,282,750	12,500	—	Shares	Sole	2024-04-19
No filing history on record for this holder in this stock.