SEC 13F Intelligence

Kieckhefer Group LLC / BWXT

Kieckhefer Group LLC’s Bwx Technologies Inc Position

Does Kieckhefer Group LLC own Bwx Technologies Inc (BWXT)? Yes — 39.4K shares worth $8M (+3.81% of its 13F portfolio) as of Q1 2026, up from 39.2K shares the prior filed quarter.

Position Value
$8M
Q1 2026
Shares
39.4K
% of Portfolio
+3.81%
Quarters Held
4
currently held

Position History BWXT

Reported value by quarter
Q2 ’25: $5MQ2 ’25Q3 ’25: $7MQ3 ’25Q4 ’25: $7MQ4 ’25Q1 ’26: $8MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 202639.4K$8M+3.81%
Q4 202539.2K$7M+3.23%
Q3 202536.9K$7M+3.18%
Q2 202535.7K$5M+2.79%

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