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

Thames 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
2025
Q4 		– Sell
-1,390,658
Closed -$4.03M – 53
2025
Q3 		$4.03M Buy
+1,390,658
New +$2.46M 0.58% 53

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Thames Capital Management's BW Position: Q4 2025 in Review

Thames Capital Management sold out of Babcock & Wilcox (BW) in Q4 2025, closing a stake of 1,390,658 shares — an estimated $4.03M sold.

Thames Capital Management first reported a position in BW in Q3 2025 and held it in 1 quarter. The position peaked at $4.03M in Q3 2025. 129 funds tracked by Wall St. Rank hold BW as of Q4 2025.

  • Thames Capital Management reported no remaining Babcock & Wilcox position as of Q4 2025 after selling out during the quarter.
  • Thames Capital Management sold 1,390,658 Babcock & Wilcox shares in Q4 2025, an estimated $4.03M.
  • Thames Capital Management first reported a position in Babcock & Wilcox in Q3 2025 and held it in 1 quarter.
  • Thames Capital Management's Babcock & Wilcox position peaked at $4.03M in Q3 2025.
  • 129 funds tracked by Wall St. Rank held Babcock & Wilcox as of Q4 2025.

Based on Thames Capital Management's 13F filing for Q4 2025, filed 10 Feb 2026.