FIRST MANHATTAN CO. LLC.

Position in BWXT — BWX Technologies, Inc.

CIK 728083 NEW YORK, NY

Position in BWXT

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$703,659

-$35,572 QoQ

Shares Held

3,615

0.0% QoQ

Ownership

0.004%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#444

of 841 holders

Holding Since

Sep 2020

12 quarters on record

Voting authority Sole 0% Shared 100% None 0%

Industrials · as of Jun 30, 2026

FIRST MANHATTAN CO. LLC. holds $611,247,655 across 20 Aerospace & Defense names. BWXT ranks #11 (0.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	HONA	Honeywell Aerospace Inc.	1,875,740	$414,688,599
2	GE	General Electric Co	385,836	$144,198,488
3	BA	Boeing Co	83,958	$18,174,388
4	RTX	RTX Corp	69,427	$13,172,384
5	LOAR	Loar Holdings Inc.	144,955	$11,684,822
6	MOG-A	Moog Inc.	3,955	$1,676,287
7	LMT	Lockheed Martin Corp	2,947	$1,501,378
8	NOC	Northrop Grumman Corp /De/	1,824	$928,981

12 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$703,659	3,615	0.0%	Shares	Sole	2026-08-14
2026-03-31	$739,231	3,615	0.0%	Shares	Sole	2026-05-15
2025-12-31	$624,816	3,615	+0.4%	Shares	Sole	2026-02-17
2025-09-30	$663,732	3,600	0.0%	Shares	Sole	2025-11-14
2025-06-30	$518,616	3,600	0.0%	Shares	Sole	2025-08-14
2025-03-31	$355,140	3,600	-5.3%	Shares	Sole	2025-05-15
2024-12-31	$423,282	3,800	+1.6%	Shares	Sole	2025-02-14
2024-09-30	$406,538	3,740	-1.8%	Shares	Sole	2024-11-14
2024-06-30	$361,950	3,810	+4.7%	Shares	Sole	2024-08-15
2024-03-31	$373,536	3,640	+20122.2%	Shares	Sole	2024-05-15
2020-12-31	$1,085	18	0.0%	Shares	Sole	2021-02-16
2020-09-30	$1,013	18	—	Shares	Sole	2020-11-12
No filing history on record for this holder in this stock.