Hood River Capital Management’s Babcock & Wilcox BW Stock Holding History

Hood River 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	$193M	Buy	13,689,679 +2,085,991	+18%	+$35.4M	1.4%	16
2026 Q1	$170M	Buy	11,603,688 +955,299	+9%	+$10M	1.71%	12
2025 Q4	$67.5M	Buy	+10,648,389	New	+$52.5M	0.74%	52
2022 Q4	–	Sell	-2,698,290	Closed	-$17.2M	–	109
2022 Q3	$17.2M	Buy	2,698,290 +52,468	+2%	+$390K	0.66%	55
2022 Q2	$16M	Buy	2,645,822 +160,994	+6%	+$1.13M	0.63%	60
2022 Q1	$20.3M	Buy	2,484,828 +41,530	+2%	+$324K	0.67%	54
2021 Q4	$22M	Sell	2,443,298 -5,792	-0.2%	-$46.4K	0.66%	58
2021 Q3	$15.7M	Sell	2,449,090 -99,248	-4%	-$693K	0.49%	69
2021 Q2	$20.1M	Sell	2,548,338 -75,303	-3%	-$622K	0.6%	64
2021 Q1	$24.8M	Buy	+2,623,641	New	+$16.8M	0.8%	47

Other funds holding BW

BRF

B. Riley Financial Los Angeles, California $434M AUM 751.56% 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

DCM

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

Hood River Capital Management's BW Position: Q2 2026 in Review

Hood River Capital Management increased its Babcock & Wilcox (BW) stake by 18% in Q2 2026, buying an estimated $35.4M and bringing the position to 13,689,679 shares worth $193M. The position accounts for 1.4% of the portfolio, ranked #16.

Hood River Capital Management first reported a position in BW in Q1 2021 and has held it in 10 quarters since. 201 funds tracked by Wall St. Rank hold BW as of Q2 2026.

Hood River Capital Management held 13,689,679 shares of Babcock & Wilcox worth $193M as of Q2 2026.
Hood River Capital Management bought 2,085,991 Babcock & Wilcox shares in Q2 2026, an estimated $35.4M.
Babcock & Wilcox made up 1.4% of Hood River Capital Management's portfolio in Q2 2026, its #16 holding.
Hood River Capital Management first reported a position in Babcock & Wilcox in Q1 2021 and has held it in 10 quarters since.
201 funds tracked by Wall St. Rank held Babcock & Wilcox as of Q2 2026.

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