Position in BWXT
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$57,875,089
-$3,139,205 QoQ
Shares Held
297,329
-0.3% QoQ
Ownership
0.325%
of shares outstanding
% of Portfolio
0.20%
of 13F equity value
Holder Rank
#48
of 841 holders
Holding Since
Jun 2025
5 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, 2026Orbis Allan Gray Ltd holds $74,114,770 across 2 Aerospace & Defense names. BWXT ranks #1 (78.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BWXT |
BWX Technologies, Inc.
This page
|
297,329 | $57,875,089 | |
| 2 | HWM |
Howmet Aerospace Inc.
|
60,402 | $16,239,681 |
All Filings in BWXT
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $57,875,089 | 297,329 | Shares | Defined | 2026-08-14 | |
| 2026-03-31 | $61,014,294 | 298,373 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $53,496,744 | 309,516 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 | $61,256,563 | 332,248 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $42,504,182 | 295,045 | Shares | Defined | 2025-08-14 | |
| No filing history on record for this holder in this stock. | ||||||