Beaconlight Capital’s BWX Technologies BWXT Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-113,123	Closed	-$7.13M	–	28
2023 Q1	$7.13M	Buy	113,123 +88,972	+368%	+$5.61M	3.77%	12
2022 Q4	$1.4M	Buy	+24,151	New	+$1.4M	0.79%	29