SEC 13F Intelligence

Telemark Asset Management, LLC / BWXT

Telemark Asset Management, LLC’s Bwx Technologies Inc Position

Does Telemark Asset Management, LLC own Bwx Technologies Inc (BWXT)? Yes — 100.0K shares worth $20M (+1.89% of its 13F portfolio) as of Q1 2026.

Position Value
$20M
Q1 2026
Shares
100.0K
% of Portfolio
+1.89%
Quarters Held
11
currently held

Position History BWXT

Reported value by quarter
Q4 ’19: $7MQ4 ’19Q3 ’23: $4MQ1 ’24: $5MQ1 ’24Q2 ’24: $10MQ3 ’24: $11MQ3 ’24Q4 ’24: $11MQ1 ’25: $10MQ1 ’25Q2 ’25: $14MQ3 ’25: $23MQ3 ’25Q4 ’25: $17MQ1 ’26: $20MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 2026100.0K$20M+1.89%
Q4 2025100.0K$17M+1.73%
Q3 2025125.0K$23M+2.19%
Q2 2025100.0K$14M+1.31%
Q1 2025100.0K$10M+1.29%
Q4 2024100.0K$11M+1.11%
Q3 2024100.0K$11M+1.10%
Q2 2024100.0K$10M+0.83%
Q1 202450.0K$5M+0.53%
Q3 202350.0K$4M+0.57%
Q4 2019107.0K$7M+0.96%

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