PaperPanda Equity Terminal
BWXT —
BWX TECHNOLOGIES INC
CUSIP: 05605H100 · Held by 4 superinvestors · Combined value: $54,313,761
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| # | Investor | % of Portfolio | Value ($) | Shares | Recent Activity | Share Change |
|---|---|---|---|---|---|---|
| 1 | Ken Griffin | 0.0% | $41,959,675 | 242,766 | REDUCE | -108,059 |
| 2 | Polen Capital | 0.0% | $7,748,072 | 44,828 | ADD | +8,080 |
| 3 | Ray Dalio | 0.0% | $2,418,032 | 13,990 | NEW BUY | +13,990 |
| 4 | Torray LLC | 0.3% | $2,187,982 | 12,659 | REDUCE | -2,994 |
| Investor | Activity | Share Change | % Change |
|---|---|---|---|
| Ray Dalio | NEW BUY | +13,990 | New |
| Polen Capital | ADD | +8,080 | +22.0% |
| Ken Griffin | REDUCE | -108,059 | -30.8% |
| Torray LLC | REDUCE | -2,994 | -19.1% |
| Investor | Activity | Share Change | % Change |
|---|---|---|---|
| Ken Griffin | ADD | +26,045 | +8.0% |
| Torray LLC | ADD | +547 | +3.6% |
| Polen Capital | REDUCE | -4,289 | -10.5% |
| Jim Simons | SOLD | -63,600 | Exit |
| Stanley Druckenmiller | SOLD | -76,475 | Exit |
Who Owns BWXT? Superinvestor Holdings
BWX TECHNOLOGIES INC is held by 4 tracked superinvestors, with a combined position value of $54 million . The largest positions are held by Ken Griffin (0.0% of portfolio), Polen Capital (0.0% of portfolio), Ray Dalio (0.0% of portfolio).
In the most recent quarter, 2 superinvestors added or initiated positions while 2 reduced or exited.