LAM
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Longboard Asset Management’s BWX Technologies BWXT Stock Holding History

Longboard Asset Management’s Portfolio BWXT Stock Details BWXT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-1,394
Closed -$201K – 270
2025
Q2 		$201K Buy
+1,394
New +$163K 0.5% 156

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State Street
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T. Rowe Price Investment Management
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Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Alkeon Capital Management
Alkeon Capital Management New York $59.5B AUM 51.63% 1-Year Est. Return
SCM
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William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return