Position in BWXT
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$13,242,234
-$14,788,232 QoQ
Shares Held
68,031
-50.4% QoQ
Ownership
0.074%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#130
of 841 holders
Holding Since
Sep 2024
8 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, 2026Driehaus Capital Management LLC holds $705,810,338 across 13 Aerospace & Defense names. BWXT ranks #11 (1.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PL |
Planet Labs PBC
|
6,721,154 | $222,671,832 | |
| 2 | CW |
Curtiss Wright Corp
|
229,123 | $173,620,244 | |
| 3 | FTAI |
FTAI Aviation Ltd.
|
278,208 | $75,263,610 | |
| 4 | MRCY |
Mercury Systems Inc
|
487,921 | $59,687,375 | |
| 5 | AADX |
Applied Aerospace & Defense, Inc.
|
1,227,730 | $27,967,689 | |
| 6 | WWD |
Woodward, Inc.
|
64,731 | $27,539,156 | |
| 7 | VSEC |
Vse Corp
|
116,779 | $26,684,001 | |
| 8 | RKLB |
Rocket Lab Corp
|
228,938 | $23,271,547 |
All Filings in BWXT
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $13,242,234 | 68,031 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $28,030,466 | 137,075 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $22,534,706 | 130,379 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $41,248,731 | 223,728 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $35,442,649 | 246,027 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $9,706,272 | 98,391 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $19,366,042 | 173,858 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $19,006,303 | 174,851 | Shares | Sole | 2024-11-14 | |
| No filing history on record for this holder in this stock. | ||||||