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Waratah Capital Advisors’s BWX Technologies BWXT Stock Holding History

Waratah Capital Advisors’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
Q4 		– Sell
-33,392
Closed -$6.16M – 163
2025
Q3 		$6.16M Buy
33,392
+26,468
+382% +$4.26M 0.11% 108
2025
Q2 		$997K Buy
+6,924
New +$809K 0.03% 143

Other funds holding BWXT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Alkeon Capital Management
Alkeon Capital Management New York $59.5B AUM 51.63% 1-Year Est. Return
William Blair & Company
William Blair & Company Chicago, Illinois $34.9B AUM 18.88% 1-Year Est. Return

Waratah Capital Advisors's BWXT Position: Q4 2025 in Review

Waratah Capital Advisors sold out of BWX Technologies (BWXT) in Q4 2025, closing a stake of 33,392 shares — an estimated $6.16M sold.

Waratah Capital Advisors first reported a position in BWXT in Q2 2025 and held it in 2 quarters. The position peaked at $6.16M in Q3 2025. 758 funds tracked by Wall St. Rank hold BWXT as of Q4 2025.

  • Waratah Capital Advisors reported no remaining BWX Technologies position as of Q4 2025 after selling out during the quarter.
  • Waratah Capital Advisors sold 33,392 BWX Technologies shares in Q4 2025, an estimated $6.16M.
  • Waratah Capital Advisors first reported a position in BWX Technologies in Q2 2025 and held it in 2 quarters.
  • Waratah Capital Advisors's BWX Technologies position peaked at $6.16M in Q3 2025.
  • 758 funds tracked by Wall St. Rank held BWX Technologies as of Q4 2025.

Based on Waratah Capital Advisors's 13F filing for Q4 2025, filed 9 Feb 2026.