SEC 13F Intelligence

Chescapmanager LLC / BWXT

Chescapmanager LLC’s Bwx Technologies Inc Position

Does Chescapmanager LLC own Bwx Technologies Inc (BWXT)? Yes — 70.0K shares worth $14M (+1.28% of its 13F portfolio) as of Q1 2026, down from 117.8K shares the prior filed quarter.

Position Value
$14M
Q1 2026
Shares
70.0K
% of Portfolio
+1.28%
Quarters Held
16
currently held

Position History BWXT

Reported value by quarter
Q2 ’22: $1MQ2 ’22Q3 ’22: $8MQ4 ’22: $16,005Q4 ’22Q1 ’23: $18,654Q2 ’23: $22MQ2 ’23Q3 ’23: $23MQ4 ’23: $23MQ4 ’23Q1 ’24: $31MQ2 ’24: $29MQ2 ’24Q3 ’24: $33MQ4 ’24: $32MQ4 ’24Q1 ’25: $28MQ2 ’25: $42MQ2 ’25Q3 ’25: $45MQ4 ’25: $20MQ4 ’25Q1 ’26: $14Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 202670.0K$14M+1.28%
Q4 2025117.8K$20M+1.70%
Q3 2025242.7K$45M+4.28%
Q2 2025290.1K$42M+4.62%
Q1 2025285.1K$28M+3.02%
Q4 2024288.4K$32M+3.45%
Q3 2024305.9K$33M+3.52%
Q2 2024305.9K$29M+2.33%
Q1 2024305.9K$31M+3.05%
Q4 2023305.9K$23M+2.29%
Q3 2023305.9K$23M+2.92%
Q2 2023305.9K$22M+3.40%
Q1 2023295.9K$18,654+2.93%
Q4 2022275.6K$16,005+3.75%
Q3 2022158.9K$8M+1.87%
Q2 202223.1K$1M+0.30%

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