Follow-The-Filings

Security

BWXT

Bwx Technologies Inc. · COM

Equity holders as of 2026 Q1 (each manager’s latest book)

19 owners 1 new max 1.0% (Cathie Wood - Ark Investm...)

grid → activity →
owners 19
rank #243
master % 0.01%
max % 1.0%
tracked value $1.9B
qoq N 1 A 7 R 9

holders

sorted by % of portfolio · long equity only

manager % port activity shares value history
Cathie Wood - Ark Investment Management LLC 2026 Q1 1.0% Reduce +0.22 pp 622,546 $127M hist
Torray Investment Partners LLC 2026 Q2 stale 0.3% Add -0.05 pp 12,633 $2M hist
Joel Greenblatt - Gotham Asset Management, LLC 2026 Q1 0.1% Add 0.00 pp 177,546 $36M hist
Two Sigma Investments, LP 2025 Q4 stale 0.1% Exit -0.10 pp 402,171 $70M hist
Davidson Kempner Capital Management LP 2026 Q1 0.1% Reduce -0.30 pp 24,900 $5M hist
Polen Capital Management LLC 2026 Q1 0.1% Add +0.03 pp 38,123 $8M hist
Vanguard Group Inc. 2025 Q4 stale 0.0% Reduce 0.00 pp 9,013,925 $1.6B hist
Cliff Asness - Aqr Capital Management LLC 2026 Q1 0.0% Add +0.01 pp 188,967 $39M hist
Ray Dalio - Bridgewater Associates, LP 2026 Q1 0.0% Add +0.01 pp 22,438 $5M hist
Natixis Advisors, LLC 2026 Q1 0.0% Add 0.00 pp 42,572 $9M hist
Murray Stahl - Horizon Kinetics Asset Management LLC 2026 Q1 0.0% — 2,647 $541 hist
Israel Englander - Millennium Management LLC 2026 Q1 0.0% Reduce -0.01 pp 34,149 $7M hist
Marshall Wace - Marshall Wace, LLP 2026 Q1 0.0% Reduce 0.00 pp 18,782 $4M hist
D. E. Shaw & Co., Inc. 2026 Q1 0.0% Reduce 0.00 pp 18,629 $4M hist
Renaissance Technologies LLC 2026 Q1 0.0% New 0.0% 11,600 $2M hist
Ken Griffin - Citadel Advisors LLC 2026 Q1 0.0% Reduce 0.00 pp 11,197 $2M hist
Ron Baron - Bamco Inc. /NY/ (Baron Capital) 2026 Q1 0.0% Add 0.00 pp 1,626 $333 hist
Ancora Advisors LLC 2026 Q1 0.0% Reduce 0.00 pp 241 $49 hist
Dmitry Balyasny - Balyasny Asset Management L.P. 2026 Q1 0.0% Reduce 0.00 pp 137 $28 hist

19 current · options excluded

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 $568.36M $603.97M $682.26M
Gross profit * -$1.31B -$1.44B -$1.78B
Gross margin * -230.0% -239.2% -261.4%
Net income $61.09M $68.47M $75.46M
Net margin * 10.7% 11.3% 11.1%

Balance sheet

Metric FY2023 FY2024 FY2025
Total current assets $817.8M $930M $1.56B
Total non-current assets * $1.93B $1.94B $2.71B
Total assets $2.75B $2.87B $4.27B
Total current liabilities $375.05M $474.2M $672.02M
Total non-current liabilities * — — $2.37B
Total equity $933.35M $1.08B $1.23B

Cash flow

Metric FY2023 FY2024 FY2025
Cash from operations $363.7M $408.43M $479.85M
Cash from investing -$155.64M -$154.56M -$742.11M
Cash from financing -$169.37M -$252.78M $693.64M
Net change in cash $40.62M -$1.04M $426.63M

Source: SEC companyfacts (US-GAAP 10-K) · * = computed (not a single XBRL tag) · fiscal year as labeled by the issuer · not adjusted or audited by Follow-The-Filings

ownership over time

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