Corsair Capital Management’s Babcock & Wilcox BW Stock Holding History

Corsair Capital Management’s Portfolio BW Stock Details BW Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$282K	Sell	20,000 -30,000	-60%	-$509K	0.04%	147
2026 Q1	$735K	Hold	50,000	–	–	0.11%	60
2025 Q4	$317K	Buy	+50,000	New	+$247K	0.05%	125
2021 Q4	–	Sell	-18,976	Closed	-$122K	–	95
2021 Q3	$122K	Sell	18,976 -568	-3%	-$3.96K	0.02%	96
2021 Q2	$154K	Sell	19,544 -183	-0.9%	-$1.51K	0.03%	116
2021 Q1	$187K	Buy	+19,727	New	+$127K	0.04%	87
2016 Q3	–	Sell	-11,097	Closed	-$1.63M	–	87
2016 Q2	$1.63M	Sell	11,097 -2,097	-16%	-$447K	0.25%	51
2016 Q1	$2.82M	Sell	13,194 -1,686	-11%	-$336K	0.39%	46
2015 Q4	$3.1M	Sell	14,880 -798	-5%	-$146K	0.39%	47
2015 Q3	$2.63M	Buy	+15,678	New	+$2.89M	0.27%	52

Other funds holding BW

BRF

B. Riley Financial Los Angeles, California $434M AUM 751.56% 1-Year Est. Return

HRCM

Hood River Capital Management Palm Beach Gardens, Florida $13.8B AUM 163.97% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

GJL

Gendell Jeffrey L $11.3B AUM 163.05% 1-Year Est. Return

Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Corsair Capital Management's BW Position: Q2 2026 in Review

Corsair Capital Management reduced its Babcock & Wilcox (BW) stake by 60% in Q2 2026, selling an estimated $509K and leaving 20,000 shares worth $282K. The position accounts for 0.04% of the portfolio, ranked #147.

Corsair Capital Management first reported a position in BW in Q3 2015 and has held it in 10 quarters since. The position peaked at $3.1M in Q4 2015. 202 funds tracked by Wall St. Rank hold BW as of Q2 2026.

Corsair Capital Management held 20,000 shares of Babcock & Wilcox worth $282K as of Q2 2026.
Corsair Capital Management sold 30,000 Babcock & Wilcox shares in Q2 2026, an estimated $509K.
Babcock & Wilcox made up 0.04% of Corsair Capital Management's portfolio in Q2 2026, its #147 holding.
Corsair Capital Management first reported a position in Babcock & Wilcox in Q3 2015 and has held it in 10 quarters since.
Corsair Capital Management's Babcock & Wilcox position peaked at $3.1M in Q4 2015.
202 funds tracked by Wall St. Rank held Babcock & Wilcox as of Q2 2026.

Based on Corsair Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.