Portfolio changes · featured 13Fs
Activity
Moves in BWXT across featured managers — New / Exit / Add / Reduce.
BWXT · all sizes
3 shown · all sizes · open ticker or manager
| ticker | action | manager | Δ weight | detail | period |
|---|---|---|---|---|---|
| 14 Aug 3 | |||||
| BWXT | Add | Davidson Kempner Capital Management | +0.48% | +860.2% sh | Q1→Q2 |
| BWXT | Add | Ron Baron - Bamco Inc. (Baron Capital) | 0.00% | +9.6% sh | Q1→Q2 |
| BWXT | Reduce | Cathie Wood - Ark Investment Management | −0.30% | −11.7% sh | Q1→Q2 |
As-filed 13F long equity only (options excluded). Default signal: New/Exit always Add/Reduce need |Δ weight| ≥ 1%. Managers Newest 13Fs Home