YIH
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Y-Intercept (HK)’s Babcock & Wilcox BW Stock Holding History

Y-Intercept (HK)’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
2026
Q2 		– Sell
-106,929
Closed -$1.57M – 1742
2026
Q1 		$1.57M Sell
106,929
-52,086
-33% -$548K 0.03% 827
2025
Q4 		$1.01M Buy
+159,015
New +$784K 0.02% 980
2024
Q3 		– Sell
-121,159
Closed -$176K – 1337
2024
Q2 		$176K Buy
+121,159
New +$146K 0.01% 1197
2023
Q4 		– Sell
-11,855
Closed -$49.9K – 1257
2023
Q3 		$49.9K Buy
+11,855
New +$61.9K ﹤0.01% 996

Other funds holding BW

BRF
B. Riley Financial Los Angeles, California $434M AUM 751.56% 1-Year Est. Return
HRCM
Hood River Capital Management Palm Beach Gardens, Florida $13.8B AUM 163.97% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
GJL
Gendell Jeffrey L $11.3B AUM 163.05% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Y-Intercept (HK)'s BW Position: Q2 2026 in Review

Y-Intercept (HK) sold out of Babcock & Wilcox (BW) in Q2 2026, closing a stake of 106,929 shares — an estimated $1.57M sold.

Y-Intercept (HK) first reported a position in BW in Q3 2023 and held it in 4 quarters. The position peaked at $1.57M in Q1 2026. 202 funds tracked by Wall St. Rank hold BW as of Q2 2026.

  • Y-Intercept (HK) reported no remaining Babcock & Wilcox position as of Q2 2026 after selling out during the quarter.
  • Y-Intercept (HK) sold 106,929 Babcock & Wilcox shares in Q2 2026, an estimated $1.57M.
  • Y-Intercept (HK) first reported a position in Babcock & Wilcox in Q3 2023 and held it in 4 quarters.
  • Y-Intercept (HK)'s Babcock & Wilcox position peaked at $1.57M in Q1 2026.
  • 202 funds tracked by Wall St. Rank held Babcock & Wilcox as of Q2 2026.

Based on Y-Intercept (HK)'s 13F filing for Q2 2026, filed 14 Jul 2026.