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Situational Awareness’s Babcock & Wilcox BW Stock Holding History

Situational Awareness’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 		$28.6M Buy
2,027,451
+673,551
+50% +$11.4M 0.14% 21
2026
Q1 		$19.9M Hold
1,353,900
– – 0.15% 31
2025
Q4 		$8.58M Buy
+1,353,900
New +$6.68M 0.16% 28

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

Situational Awareness's BW Position: Q2 2026 in Review

Situational Awareness increased its Babcock & Wilcox (BW) stake by 50% in Q2 2026, buying an estimated $11.4M and bringing the position to 2,027,451 shares worth $28.6M. The position accounts for 0.14% of the portfolio, ranked #21.

Situational Awareness first reported a position in BW in Q4 2025 and has held it in 3 quarters since. 202 funds tracked by Wall St. Rank hold BW as of Q2 2026.

  • Situational Awareness held 2,027,451 shares of Babcock & Wilcox worth $28.6M as of Q2 2026.
  • Situational Awareness bought 673,551 Babcock & Wilcox shares in Q2 2026, an estimated $11.4M.
  • Babcock & Wilcox made up 0.14% of Situational Awareness's portfolio in Q2 2026, its #21 holding.
  • Situational Awareness first reported a position in Babcock & Wilcox in Q4 2025 and has held it in 3 quarters since.
  • 202 funds tracked by Wall St. Rank held Babcock & Wilcox as of Q2 2026.

Based on Situational Awareness's 13F filing for Q2 2026, filed 14 Aug 2026.