TwinBeech Capital’s BWX Technologies BWXT Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-1,992	Closed	-$344K	–	591
2025 Q4	$344K	Buy	+1,992	New	+$374K	0.02%	459
2025 Q2	–	Sell	-2,584	Closed	-$255K	–	669
2025 Q1	$255K	Sell	2,584 -99,498	-97%	-$10.8M	﹤0.01%	634
2024 Q4	$11.4M	Buy	102,082 +61,112	+149%	+$7.47M	0.19%	149
2024 Q3	$4.45M	Buy	+40,970	New	+$4.07M	0.09%	273
2024 Q2	–	Sell	-34,123	Closed	-$3.5M	–	551
2024 Q1	$3.5M	Sell	34,123 -159,317	-82%	-$14.3M	0.07%	264
2023 Q4	$14.8M	Buy	+193,440	New	+$14.9M	0.24%	126
2021 Q3	–	Sell	-13,299	Closed	-$773K	–	587
2021 Q2	$773K	Buy	+13,299	New	+$855K	0.09%	248
2020 Q3	–	Sell	-15,818	Closed	-$896K	–	438
2020 Q2	$896K	Buy	+15,818	New	+$884K	0.2%	157