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 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 $456M AUM 896.07% 1-Year Est. Return

GJL

Gendell Jeffrey L $7.34B AUM 183.72% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Hood River Capital Management's BW Position: Q1 2026 in Review

Hood River Capital Management increased its Babcock & Wilcox (BW) stake by 9% in Q1 2026, buying an estimated $10M and bringing the position to 11,603,688 shares worth $170M. The position accounts for 1.71% of the portfolio, ranked #12.

Hood River Capital Management first reported a position in BW in Q1 2021 and has held it in 9 quarters since. 151 funds tracked by Wall St. Rank hold BW as of Q1 2026.

Hood River Capital Management held 11,603,688 shares of Babcock & Wilcox worth $170M as of Q1 2026.
Hood River Capital Management bought 955,299 Babcock & Wilcox shares in Q1 2026, an estimated $10M.
Babcock & Wilcox made up 1.71% of Hood River Capital Management's portfolio in Q1 2026, its #12 holding.
Hood River Capital Management first reported a position in Babcock & Wilcox in Q1 2021 and has held it in 9 quarters since.
151 funds tracked by Wall St. Rank held Babcock & Wilcox as of Q1 2026.

Based on Hood River Capital Management's 13F filing for Q1 2026, filed 15 May 2026.