John Overdeck’s BWX Technologies BWXT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $24M | Sell |
123,094
-428,678
| -78% | -$89.3M | 0.02% | 936 |
|
|
2026
Q1 | $113M | Buy |
551,772
+149,601
| +37% | +$30.4M | 0.09% | 245 |
|
|
2025
Q4 | $69.5M | Buy |
402,171
+379,676
| +1,688% | +$71.2M | 0.1% | 264 |
|
|
2025
Q3 | $4.15M | Buy |
22,495
+2,561
| +13% | +$412K | 0.01% | 1601 |
|
|
2025
Q2 | $2.87M | Sell |
19,934
-118,340
| -86% | -$13.8M | 0.01% | 1579 |
|
|
2025
Q1 | $13.6M | Buy |
138,274
+82,426
| +148% | +$8.94M | 0.03% | 642 |
|
|
2024
Q4 | $6.22M | Sell |
55,848
-238,692
| -81% | -$29.2M | 0.01% | 975 |
|
|
2024
Q3 | $32M | Buy |
294,540
+251,922
| +591% | +$25M | 0.07% | 348 |
|
|
2024
Q2 | $4.05M | Buy |
42,618
+40,157
| +1,632% | +$3.72M | 0.01% | 1103 |
|
|
2024
Q1 | $253K | Sell |
2,461
-22,339
| -90% | -$2M | ﹤0.01% | 2627 |
|
|
2023
Q4 | $1.9M | Hold |
24,800
| – | – | ﹤0.01% | 1604 |
|
|
2023
Q3 | $1.86M | Hold |
24,800
| – | – | 0.01% | 1448 |
|
|
2023
Q2 | $1.77M | Sell |
24,800
-122,564
| -83% | -$8.01M | ﹤0.01% | 1519 |
|
|
2023
Q1 | $9.29M | Sell |
147,364
-99,472
| -40% | -$6M | 0.03% | 613 |
|
|
2022
Q4 | $14.3M | Sell |
246,836
-57,670
| -19% | -$3.31M | 0.05% | 440 |
|
|
2022
Q3 | $15.3M | Sell |
304,506
-13,419
| -4% | -$724K | 0.05% | 378 |
|
|
2022
Q2 | $17.5M | Buy |
317,925
+11,298
| +4% | +$588K | 0.06% | 360 |
|
|
2022
Q1 | $16.5M | Buy |
306,627
+215,305
| +236% | +$10.6M | 0.05% | 437 |
|
|
2021
Q4 | $4.37M | Buy |
+91,322
| New | +$4.78M | 0.01% | 1271 |
|
|
2021
Q1 | – | Sell |
-11,589
| Closed | -$699K | – | 3834 |
|
|
2020
Q4 | $699K | Buy |
+11,589
| New | +$668K | ﹤0.01% | 2260 |
|
|
2020
Q3 | – | Sell |
-34,747
| Closed | -$1.97M | – | 3108 |
|
|
2020
Q2 | $1.97M | Buy |
+34,747
| New | +$1.94M | 0.01% | 1110 |
|
|
2020
Q1 | – | Sell |
-100,946
| Closed | -$6.27M | – | 3144 |
|
|
2019
Q4 | $6.27M | Sell |
100,946
-49,258
| -33% | -$2.93M | 0.02% | 828 |
|
|
2019
Q3 | $8.59M | Sell |
150,204
-108,257
| -42% | -$6.05M | 0.03% | 604 |
|
|
2019
Q2 | $13.5M | Buy |
258,461
+50,588
| +24% | +$2.53M | 0.05% | 470 |
|
|
2019
Q1 | $10.3M | Buy |
207,873
+179,313
| +628% | +$8.48M | 0.03% | 646 |
|
|
2018
Q4 | $1.09M | Buy |
+28,560
| New | +$1.42M | ﹤0.01% | 1604 |
|
|
2018
Q1 | – | Sell |
-36,560
| Closed | -$2.21M | – | 3161 |
|
|
2017
Q4 | $2.21M | Sell |
36,560
-165,389
| -82% | -$9.98M | 0.01% | 1400 |
|
|
2017
Q3 | $11.3M | Buy |
201,949
+168,303
| +500% | +$8.93M | 0.04% | 474 |
|
|
2017
Q2 | $1.64M | Sell |
33,646
-924,600
| -96% | -$44.8M | 0.01% | 1562 |
|
|
2017
Q1 | $45.6M | Buy |
+958,246
| New | +$41.8M | 0.15% | 171 |
|
|
2016
Q4 | – | Sell |
-321,023
| Closed | -$12.3M | – | 3111 |
|
|
2016
Q3 | $12.3M | Sell |
321,023
-74,869
| -19% | -$2.83M | 0.04% | 465 |
|
|
2016
Q2 | $14.2M | Buy |
395,892
+118,064
| +42% | +$4.04M | 0.06% | 376 |
|
|
2016
Q1 | $9.32M | Buy |
277,828
+24,238
| +10% | +$748K | 0.04% | 467 |
|
|
2015
Q4 | $8.06M | Buy |
253,590
+40,030
| +19% | +$1.18M | 0.04% | 500 |
|
|
2015
Q3 | $5.63M | Sell |
213,560
-431,929
| -67% | -$11M | 0.03% | 493 |
|
|
2015
Q2 | $15.1M | Buy |
645,489
+410,029
| +174% | +$9.63M | 0.07% | 330 |
|
|
2015
Q1 | $5.41M | Sell |
235,460
-46,964
| -17% | -$987K | 0.03% | 686 |
|
|
2014
Q4 | $6.12M | Sell |
282,424
-81,029
| -22% | -$1.7M | 0.03% | 576 |
|
|
2014
Q3 | $7.2M | Buy |
363,453
+242,873
| +201% | +$5.24M | 0.03% | 532 |
|
|
2014
Q2 | $2.8M | Buy |
120,580
+98,946
| +457% | +$2.35M | 0.01% | 905 |
|
|
2014
Q1 | $514K | Buy |
+21,634
| New | +$522K | ﹤0.01% | 1467 |
|
|
2013
Q4 | – | Sell |
-78,175
| Closed | -$1.89M | – | 2188 |
|
|
2013
Q3 | $1.89M | Buy |
+78,175
| New | +$1.77M | 0.01% | 798 |
|
Other funds holding BWXT
John Overdeck's BWXT Position: Q2 2026 in Review
John Overdeck reduced its BWX Technologies (BWXT) stake by 78% in Q2 2026, selling an estimated $89.3M and leaving 123,094 shares worth $24M. The position accounts for 0.02% of the portfolio, ranked #936.
John Overdeck first reported a position in BWXT in Q3 2013 and has held it in 42 quarters since. The position peaked at $113M in Q1 2026. 847 funds tracked by Wall St. Rank hold BWXT as of Q2 2026.
- John Overdeck held 123,094 shares of BWX Technologies worth $24M as of Q2 2026.
- John Overdeck sold 428,678 BWX Technologies shares in Q2 2026, an estimated $89.3M.
- BWX Technologies made up 0.02% of John Overdeck's portfolio in Q2 2026, its #936 holding.
- John Overdeck first reported a position in BWX Technologies in Q3 2013 and has held it in 42 quarters since.
- John Overdeck's BWX Technologies position peaked at $113M in Q1 2026.
- 847 funds tracked by Wall St. Rank held BWX Technologies as of Q2 2026.
Based on Two Sigma Investments's 13F filing for Q2 2026, filed 14 Aug 2026.