Telluride Asset Management’s BWX Technologies BWXT Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2014 Q2	$1.85M	Buy	79,450 +64,433	+429%	+$1.5M	1.58%	6
2014 Q1	$357K	Buy	+15,017	New	+$357K	0.3%	118