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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
2026
Q2 		$1.81M Buy
+9,310
New +$1.94M 0.06% 119
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 $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Alkeon Capital Management
Alkeon Capital Management New York $74.1B AUM 71.18% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Waratah Capital Advisors's BWXT Position: Q2 2026 in Review

Waratah Capital Advisors opened a new position in BWX Technologies (BWXT) in Q2 2026: 9,310 shares worth $1.81M. The stake represents 0.06% of the portfolio and ranks #119 among its holdings. This is a return to the name: Waratah Capital Advisors previously reported a position in BWXT as recently as Q3 2025.

Waratah Capital Advisors first reported a position in BWXT in Q2 2025 and has held it in 3 quarters since. The position peaked at $6.16M in Q3 2025. 855 funds tracked by Wall St. Rank hold BWXT as of Q2 2026.

  • Waratah Capital Advisors held 9,310 shares of BWX Technologies worth $1.81M as of Q2 2026.
  • BWX Technologies was a new Waratah Capital Advisors position in Q2 2026.
  • BWX Technologies made up 0.06% of Waratah Capital Advisors's portfolio in Q2 2026, its #119 holding.
  • Waratah Capital Advisors first reported a position in BWX Technologies in Q2 2025 and has held it in 3 quarters since.
  • Waratah Capital Advisors's BWX Technologies position peaked at $6.16M in Q3 2025.
  • 855 funds tracked by Wall St. Rank held BWX Technologies as of Q2 2026.

Based on Waratah Capital Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.