Follow-The-Filings

Security · featured owners

BW Babcock & Wilcox Enterprises

Industrials COM Equity as of 2026 Q2 among managers we track

  • 4 Owners
  • Max 0.4%
  • $68M
  • 2 new 1 add 1 reduce

BW (Babcock & Wilcox Enterprises) is held in 4 featured 13F books as of 2026 Q2. Spencer Waxman - Shannon River Fund Management is the largest tracked holder by portfolio weight (0.42%). Figures are as-filed 13F, not free float.

Who owns this now

Largest portfolio weights among featured holders · max 0.4% (Spencer Waxman - Shannon River Fund Management) · not free-float ownership

  1. Spencer Waxman new 0.42%
  2. Situational Awareness add 0.14%
  3. Ben Hoskin new 0.08%
  4. Polen Capital Management reduce 0.03%

holders

sorted by value · long equity only · current book 2026 Q2 · open a manager for their book

history
Ben Hoskin - Value Aligned Research Advisors 2026 Q2 0.08% New 0.08% 2,238,024 $32M history
Situational Awareness 2026 Q2 0.14% Add +49.7% 2,027,451 $29M history
Spencer Waxman - Shannon River Fund Management 2026 Q2 0.42% New 0.42% 333,153 $5M history
Polen Capital Management 2026 Q2 0.03% Reduce −8.1% 249,411 $4M history

SEC filings

Recent issuer filings from EDGAR · 20 shown · open Filing / Doc on SEC.gov

Filed Form Detail Links
8-K 8.01
8-K 2.02,7.01,9.01
10-Q
8-K 7.01,8.01,9.01
8-K 8.01
8-K 5.02,5.07,9.01
8-K 1.01,7.01,9.01
424B5
424B5
8-K 7.01,9.01
8-K 2.02,9.01
10-Q
8-K 7.01,9.01
DEFA14A
8-K 7.01,9.01
10-K
8-K 8.01
8-K 1.01,2.02,7.01,8.01,9.01
8-K 1.01,2.03
8-K 5.02,7.01,9.01

Insider forms

Form 3 / 4 / 5 from EDGAR · 13 rows shown

Filed Form Detail Links
4 Period Aug 18, 2026
4 Period Aug 13, 2026
4 Period Aug 12, 2026
4 Period Aug 6, 2026
4 Period Aug 5, 2026
4 Period Aug 4, 2026
4 Period May 29, 2026
4 Period May 15, 2026 · 2 forms
4 Period Jan 29, 2026
4 Period May 15, 2026 · 3 forms
4 Period Mar 16, 2026 · 3 forms
4 Period Mar 5, 2026 · 3 forms
4 Period Feb 11, 2026

financials

US-GAAP annual · as tagged in Form 10-K · fiscal years · values link to the SEC filing

Income statement

Metric FY2023 FY2024 FY2025
Revenue $999.35M $717.33M $587.68M
Gross profit * $224.09M $177.02M $143.85M
Gross margin * 22.4% 24.7% 24.5%
Net income -$197.21M -$59.92M -$36.16M
Net margin * -19.7% -8.4% -6.2%

Balance sheet

Metric FY2023 FY2024 FY2025
Total current assets $497.59M $490.18M $470.68M
Total non-current assets * $278.1M $236.8M $192.26M
Total assets $775.7M $726.99M $662.94M
Total current liabilities $350.2M $388.49M $386.69M
Total non-current liabilities * $625.85M $621.67M $407.78M
Total equity -$200.96M -$283.76M -$131.54M

Cash flow

Metric FY2023 FY2024 FY2025
Cash from operations -$42.27M -$118.74M -$68.89M
Cash from investing -$7.94M $109.96M $197.01M
Cash from financing $8.56M $69.73M -$58.73M
Net change in cash -$42.09M $59.7M $70.3M

ownership over time

filing count by report period · click a bar for that quarter’s holders