KING LUTHER CAPITAL MANAGEMENT CORP
Position in BWXT — BWX Technologies, Inc.
CIK 310051
FORT WORTH, TX
Position in BWXT
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$50,100,768
-$9,953,241 QoQ
Shares Held
257,389
-12.4% QoQ
Ownership
0.281%
of shares outstanding
% of Portfolio
0.21%
of 13F equity value
Holder Rank
#54
of 841 holders
Holding Since
Mar 2024
10 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, 2026KING LUTHER CAPITAL MANAGEMENT CORP holds $650,679,675 across 17 Aerospace & Defense names. BWXT ranks #6 (7.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TDG |
TransDigm Group INC
|
94,221 | $125,506,140 | |
| 2 | RTX |
RTX Corp
|
595,818 | $113,044,549 | |
| 3 | FTAI |
FTAI Aviation Ltd.
|
402,506 | $108,889,948 | |
| 4 | HONA |
Honeywell Aerospace Inc.
|
452,847 | $100,115,414 | |
| 5 | LHX |
L3harris Technologies, Inc. /De/
|
260,465 | $75,688,524 | |
| 6 | BWXT |
BWX Technologies, Inc.
This page
|
257,389 | $50,100,768 | |
| 7 | MRCY |
Mercury Systems Inc
|
228,825 | $27,992,162 | |
| 8 | PL |
Planet Labs PBC
|
340,979 | $11,296,634 |
All Filings in BWXT
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $50,100,768 | 257,389 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $60,054,009 | 293,677 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $42,815,406 | 247,717 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $42,518,671 | 230,616 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $17,482,977 | 121,359 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $12,069,728 | 122,349 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $11,994,475 | 107,680 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $10,784,344 | 99,212 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $8,321,430 | 87,594 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $820,960 | 8,000 | Shares | Sole | 2024-05-14 | |
| No filing history on record for this holder in this stock. | ||||||