Permanent Capital Management, LP

Position in BWXT — BWX Technologies, Inc.

CIK 2054108 CHICAGO, IL

Position in BWXT

as of Jun 30, 2026 · filed Aug 12, 2026 Compact

Position Value

$737,528

-$67,753 QoQ

Shares Held

3,789

-3.8% QoQ

Ownership

0.004%

of shares outstanding

% of Portfolio

0.34%

of 13F equity value

Holder Rank

#436

of 841 holders

Holding Since

Jun 2024

5 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Industrials · as of Jun 30, 2026

Permanent Capital Management, LP holds $3,173,206 across 6 Aerospace & Defense names. BWXT ranks #3 (23.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	BA	Boeing Co	4,021	$870,425
2	HONA	Honeywell Aerospace Inc.	3,445	$761,620
3	BWXT	BWX Technologies, Inc. This page	3,789	$737,528
4	HWM	Howmet Aerospace Inc.	1,239	$333,117
5	GE	General Electric Co	643	$240,308
6	NOC	Northrop Grumman Corp /De/	452	$230,208

5 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$737,528	3,789	-3.8%	Shares	Sole	2026-08-12
2026-03-31	$805,281	3,938	-18.6%	Shares	Sole	2026-05-14
2025-12-31	$836,199	4,838	-23.2%	Shares	Sole	2026-01-07
2025-09-30	$1,161,531	6,300	-1.2%	Shares	Sole	2025-10-17
2024-06-30	$605,625	6,375	—	Shares	Sole	2025-07-15
No filing history on record for this holder in this stock.