Gendell Jeffrey L’s Babcock & Wilcox BW Stock Holding History

Gendell Jeffrey L’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	$72.5M	Buy	5,142,978 +16,910	+0.3%	+$287K	0.64%	17
2026 Q1	$75.3M	Buy	5,126,068 +80,000	+2%	+$841K	1.03%	9
2025 Q4	$32M	Buy	5,046,068 +293,245	+6%	+$1.45M	0.56%	19
2025 Q3	$13.8M	Buy	4,752,823 +2,177,975	+85%	+$3.85M	0.25%	32
2025 Q2	$2.48M	Buy	2,574,848 +849,602	+49%	+$580K	0.07%	64
2025 Q1	$1.16M	Buy	1,725,246 +503,100	+41%	+$622K	0.05%	67
2024 Q4	$2M	Buy	1,222,146 +822,090	+205%	+$1.74M	0.06%	71
2024 Q3	$816K	Hold	400,056	–	–	0.03%	76
2024 Q2	$580K	Sell	400,056 -39,094	-9%	-$47K	0.02%	91
2024 Q1	$496K	Hold	439,150	–	–	0.02%	81
2023 Q4	$641K	Sell	439,150 -140,787	-24%	-$300K	0.03%	68
2023 Q3	$2.44M	Buy	579,937 +509,937	+728%	+$2.66M	0.14%	56
2023 Q2	$413K	Buy	+70,000	New	+$410K	0.03%	59

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

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

DCM

Driehaus Capital Management Chicago, Illinois $17.3B AUM 211.34% 1-Year Est. Return

Gendell Jeffrey L's BW Position: Q2 2026 in Review

Gendell Jeffrey L increased its Babcock & Wilcox (BW) stake by 0.33% in Q2 2026, buying an estimated $287K and bringing the position to 5,142,978 shares worth $72.5M. The position accounts for 0.64% of the portfolio, ranked #17.

Gendell Jeffrey L first reported a position in BW in Q2 2023 and has held it in 13 quarters since. The position peaked at $75.3M in Q1 2026. 202 funds tracked by Wall St. Rank hold BW as of Q2 2026.

Gendell Jeffrey L held 5,142,978 shares of Babcock & Wilcox worth $72.5M as of Q2 2026.
Gendell Jeffrey L bought 16,910 Babcock & Wilcox shares in Q2 2026, an estimated $287K.
Babcock & Wilcox made up 0.64% of Gendell Jeffrey L's portfolio in Q2 2026, its #17 holding.
Gendell Jeffrey L first reported a position in Babcock & Wilcox in Q2 2023 and has held it in 13 quarters since.
Gendell Jeffrey L's Babcock & Wilcox position peaked at $75.3M in Q1 2026.
202 funds tracked by Wall St. Rank held Babcock & Wilcox as of Q2 2026.

Based on Gendell Jeffrey L's 13F filing for Q2 2026, filed 14 Aug 2026.