Jacobs Levy Equity Management
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Jacobs Levy Equity Management’s Babcock & Wilcox BW Stock Holding History

Jacobs Levy Equity 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 		– Sell
-13,639
Closed -$200K – 967
2026
Q1 		$200K Buy
+13,639
New +$143K ﹤0.01% 920
2025
Q2 		– Sell
-28,317
Closed -$19K – 1046
2025
Q1 		$19K Sell
28,317
-85,934
-75% -$106K ﹤0.01% 1059
2024
Q4 		$187K Sell
114,251
-613,011
-84% -$1.3M ﹤0.01% 902
2024
Q3 		$1.48M Buy
727,262
+697,845
+2,372% +$991K 0.01% 659
2024
Q2 		$42.7K Sell
29,417
-32,801
-53% -$39.4K ﹤0.01% 943
2024
Q1 		$70.3K Sell
62,218
-363,365
-85% -$449K ﹤0.01% 920
2023
Q4 		$621K Buy
425,583
+10,646
+3% +$22.7K ﹤0.01% 797
2023
Q3 		$1.75M Buy
414,937
+172,350
+71% +$900K 0.01% 586
2023
Q2 		$1.43M Buy
242,587
+70,321
+41% +$412K 0.01% 632
2023
Q1 		$1.04M Buy
+172,266
New +$1.06M 0.01% 689
2020
Q4 		– Sell
-233,129
Closed -$541K – 1022
2020
Q3 		$541K Buy
233,129
+55,290
+31% +$138K 0.01% 773
2020
Q2 		$405K Buy
177,839
+12,558
+8% +$21.7K ﹤0.01% 826
2020
Q1 		$169K Buy
+165,281
New +$596K ﹤0.01% 910
2018
Q2 		– Sell
-33,479
Closed -$1.46M – 1032
2018
Q1 		$1.46M Buy
+33,479
New +$1.94M 0.02% 544
2017
Q1 		– Sell
-18,470
Closed -$3.06M – 919
2016
Q4 		$3.06M Sell
18,470
-1,564
-8% -$249K 0.06% 337
2016
Q3 		$3.31M Sell
20,034
-1,580
-7% -$253K 0.06% 329
2016
Q2 		$3.17M Buy
21,614
+11,026
+104% +$2.35M 0.07% 339
2016
Q1 		$2.27M Buy
10,588
+4,520
+74% +$901K 0.05% 380
2015
Q4 		$1.27M Sell
6,068
-9,133
-60% -$1.67M 0.03% 416
2015
Q3 		$2.55M Buy
+15,201
New +$2.81M 0.05% 312

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
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
GJL
Gendell Jeffrey L $11.3B AUM 163.05% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Jacobs Levy Equity Management's BW Position: Q2 2026 in Review

Jacobs Levy Equity Management sold out of Babcock & Wilcox (BW) in Q2 2026, closing a stake of 13,639 shares — an estimated $200K sold.

Jacobs Levy Equity Management first reported a position in BW in Q3 2015 and held it in 20 quarters. The position peaked at $3.31M in Q3 2016. 201 funds tracked by Wall St. Rank hold BW as of Q2 2026.

  • Jacobs Levy Equity Management reported no remaining Babcock & Wilcox position as of Q2 2026 after selling out during the quarter.
  • Jacobs Levy Equity Management sold 13,639 Babcock & Wilcox shares in Q2 2026, an estimated $200K.
  • Jacobs Levy Equity Management first reported a position in Babcock & Wilcox in Q3 2015 and held it in 20 quarters.
  • Jacobs Levy Equity Management's Babcock & Wilcox position peaked at $3.31M in Q3 2016.
  • 201 funds tracked by Wall St. Rank held Babcock & Wilcox as of Q2 2026.

Based on Jacobs Levy Equity Management's 13F filing for Q2 2026, filed 14 Aug 2026.