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BW position history

The shares of Babcock & Wilcox Enterprises (BW) that Situational Awareness LP reported in each quarter’s 13F.

Equity, COM

Shares held by quarter

New Add Reduce Exit

  1. 2025 Q4: 1,353,900 shares, $8.6M, 0.16% of portfolio, New
  2. 2026 Q1: 1,353,900 shares, $20M, 0.15% of portfolio
  3. 2026 Q2: 2,027,451 shares, $29M, 0.14% of portfolio, Add +49.7%
Holdings date Value % of holdings Shares Filing date All 13F holders