SEC 13F Intelligence

Valor Management LLC / BWAY

Valor Management LLC’s Brainsway Ltd Position

Does Valor Management LLC own Brainsway Ltd (BWAY)? Yes — 5.31M shares worth $71M (+39.05% of its 13F portfolio) as of Q1 2026, up from 2.66M shares the prior filed quarter.

Position Value
$71M
Q1 2026
Shares
5.31M
% of Portfolio
+39.05%
Quarters Held
6
currently held

Position History BWAY

Reported value by quarter
Q4 ’24: $20MQ4 ’24Q1 ’25: $20MQ1 ’25Q2 ’25: $28MQ2 ’25Q3 ’25: $32MQ3 ’25Q4 ’25: $51MQ4 ’25Q1 ’26: $71MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 20265.31M$71M+39.05%
Q4 20252.66M$51M+91.73%
Q3 20252.10M$32M+47.08%
Q2 20252.10M$28M+11.62%
Q1 20252.10M$20M+8.28%
Q4 20242.10M$20M+7.96%

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