Position in BWXT
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$1,079,334
+$735,037 QoQ
Shares Held
5,545
+178.4% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.20%
of 13F equity value
Holder Rank
#391
of 840 holders
Holding Since
Jun 2020
9 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, 2026TWINBEECH CAPITAL LP holds $20,803,556 across 13 Aerospace & Defense names. BWXT ranks #8 (5.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HWM |
Howmet Aerospace Inc.
|
22,226 | $5,975,682 | |
| 2 | LHX |
L3harris Technologies, Inc. /De/
|
11,893 | $3,455,986 | |
| 3 | KRMN |
Karman Holdings Inc.
|
49,600 | $2,476,032 | |
| 4 | NOC |
Northrop Grumman Corp /De/
|
3,201 | $1,630,301 | |
| 5 | DRS |
Leonardo DRS, Inc.
|
30,747 | $1,311,974 | |
| 6 | VVX |
V2X, Inc.
|
16,378 | $1,221,143 | |
| 7 | HII |
Huntington Ingalls Industries, Inc.
|
4,114 | $1,151,467 | |
| 8 | BWXT |
BWX Technologies, Inc.
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|
5,545 | $1,079,334 |
All Filings in BWXT
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,079,334 | 5,545 | Shares | Sole | 2026-08-14 | |
| 2025-12-31 | $344,297 | 1,992 | Shares | Sole | 2026-02-17 | |
| 2025-03-31 | $254,911 | 2,584 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $11,370,913 | 102,082 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $4,453,439 | 40,970 | Shares | Sole | 2024-11-14 | |
| 2024-03-31 | $3,501,702 | 34,123 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $14,842,651 | 193,440 | Shares | Sole | 2024-02-14 | |
| 2021-06-30 | $772,937 | 13,299 | Shares | Sole | 2021-08-16 | |
| 2020-06-30 | $895,931 | 15,818 | Shares | Sole | 2020-08-14 | |
| No filing history on record for this holder in this stock. | ||||||