Potomac Capital Management’s Babcock & Wilcox BW Stock Holding History

Potomac 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 Q2	$902K	Hold	64,000	–	–	0.62%	39
2026 Q1	$940K	Hold	64,000	–	–	0.82%	33
2025 Q4	$406K	Buy	+64,000	New	+$316K	0.33%	54
2023 Q4	$481K	Sell	329,625 -168,856	-34%	-$360K	0.56%	37
2023 Q3	$2.1M	Buy	498,481 +2,300	+0.5%	+$12K	2.68%	12
2023 Q2	$2.93M	Sell	496,181 -38,356	-7%	-$225K	3%	9
2023 Q1	$3.24M	Hold	534,537	–	–	3.39%	7
2022 Q4	$3.08M	Buy	534,537 +186,339	+54%	+$1.02M	3.6%	7
2022 Q3	$2.22M	Sell	348,198 -28,138	-7%	-$209K	2.54%	10
2022 Q2	$2.27M	Hold	376,336	–	–	2.62%	8
2022 Q1	$3.07M	Sell	376,336 -18,614	-5%	-$145K	2.65%	9
2021 Q4	$3.56M	Buy	+394,950	New	+$3.16M	3.13%	9

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 New York $6.73T AUM 46.02% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

GJL

Gendell Jeffrey L $11.3B AUM 163.05% 1-Year Est. Return

Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Potomac Capital Management's BW Position: Q2 2026 in Review

Potomac Capital Management held its Babcock & Wilcox (BW) position steady in Q2 2026 at 64,000 shares worth $902K. The position accounts for 0.62% of the portfolio, ranked #39.

Potomac Capital Management first reported a position in BW in Q4 2021 and has held it in 12 quarters since. The position peaked at $3.56M in Q4 2021. 202 funds tracked by Wall St. Rank hold BW as of Q2 2026.

Potomac Capital Management held 64,000 shares of Babcock & Wilcox worth $902K as of Q2 2026.
Potomac Capital Management left its Babcock & Wilcox share count unchanged in Q2 2026.
Babcock & Wilcox made up 0.62% of Potomac Capital Management's portfolio in Q2 2026, its #39 holding.
Potomac Capital Management first reported a position in Babcock & Wilcox in Q4 2021 and has held it in 12 quarters since.
Potomac Capital Management's Babcock & Wilcox position peaked at $3.56M in Q4 2021.
202 funds tracked by Wall St. Rank held Babcock & Wilcox as of Q2 2026.

Based on Potomac Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.