SEC 13F Intelligence

American Trust Investment Advisors, LLC / BWXT

American Trust Investment Advisors, LLC’s Bwx Technologies Inc Position

Does American Trust Investment Advisors, LLC own Bwx Technologies Inc (BWXT)? Yes18.8K shares worth $4M (+2.12% of its 13F portfolio) as of Q1 2026, down from 19.0K shares the prior filed quarter.

Position Value
$4M
Q1 2026
Shares
18.8K
% of Portfolio
+2.12%
Quarters Held
14
currently held

Position History BWXT

Reported value by quarter
Q4 ’22: $3MQ4 ’22Q1 ’23: $3MQ2 ’23: $4MQ2 ’23Q3 ’23: $4MQ4 ’23: $4MQ4 ’23Q1 ’24: $5MQ2 ’24: $5MQ2 ’24Q3 ’24: $5MQ4 ’24: $6MQ4 ’24Q1 ’25: $5MQ2 ’25: $6MQ2 ’25Q3 ’25: $3MQ4 ’25: $3MQ4 ’25Q1 ’26: $4Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 202618.8K$4M+2.12%
Q4 202519.0K$3M+1.75%
Q3 202518.6K$3M+1.77%
Q2 202541.7K$6M+3.03%
Q1 202549.4K$5M+2.04%
Q4 202449.4K$6M+2.26%
Q3 202448.7K$5M+2.16%
Q2 202448.5K$5M+2.24%
Q1 202451.0K$5M+2.49%
Q4 202351.9K$4M+2.07%
Q3 202352.3K$4M+2.16%
Q2 202350.5K$4M+2.02%
Q1 202350.4K$3M+1.91%
Q4 202249.3K$3M+1.82%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See American Trust Investment Advisors, LLC’s full portfolio or all institutional holders of BWXT.