VELA Investment Management’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	$1.14M	Sell	5,561 -134	-2%	-$27.2K	0.26%	109
2025 Q4	$984K	Sell	5,695 -8,006	-58%	-$1.5M	0.23%	123
2025 Q3	$2.53M	Sell	13,701 -3,320	-20%	-$534K	0.62%	51
2025 Q2	$2.45M	Buy	17,021 +598	+4%	+$69.9K	0.66%	51
2025 Q1	$1.62M	Hold	16,423	–	–	0.51%	67
2024 Q4	$1.83M	Sell	16,423 -10,908	-40%	-$1.33M	0.51%	70
2024 Q3	$2.97M	Hold	27,331	–	–	0.92%	34
2024 Q2	$2.6M	Buy	27,331 +3,847	+16%	+$357K	0.81%	38
2024 Q1	$2.41M	Sell	23,484 -26,842	-53%	-$2.4M	0.82%	38
2023 Q4	$3.86M	Buy	50,326 +12	+0%	+$923	1.48%	14
2023 Q3	$3.77M	Sell	50,314 -17,703	-26%	-$1.28M	1.66%	15
2023 Q2	$4.87M	Sell	68,017 -6,228	-8%	-$407K	2.25%	7
2023 Q1	$4.68M	Buy	74,245 +2,007	+3%	+$121K	2.13%	10
2022 Q4	$4.2M	Buy	72,238 +1,982	+3%	+$114K	2.07%	11
2022 Q3	$3.54M	Buy	70,256 +35,434	+102%	+$1.91M	2.01%	10
2022 Q2	$1.92M	Buy	34,822 +9,863	+40%	+$513K	1.1%	29
2022 Q1	$1.34M	Buy	24,959 +2,744	+12%	+$135K	0.84%	38
2021 Q4	$1.06M	Buy	+22,215	New	+$1.16M	0.72%	47