Telemark Asset Management’s BWX Technologies BWXT Stock Holding History

Telemark 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 Q2	$14.4M	Hold
2025 Q1	$9.87M	Hold
2024 Q4	$11.1M	Hold
2024 Q3	$10.9M	Hold
2024 Q2	$9.5M	Buy
2024 Q1	$5.13M	Buy
2023 Q4	–	Sell
2023 Q3	$3.75M	Buy
2020 Q1	–	Sell
2019 Q4	$6.64M	Buy