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
Sell
-3,000
Closed -$613K 5078
2026
Q1
$613K Buy
+3,000
New +$609K ﹤0.01% 3595

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.