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Meridian Contrarian Fund's investment thesis on BWX Technologies ($BWXT) — Q2 2025 | Buyside Digest

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$BWXTNASDAQBWX Technologies

BULL

Meridian Contrarian Fund—BWXT

Fund Letter

Q2 2025

Published June 30, 2025

View Fund Profile

$168.28USD

+6.8% vs last month

$142.91Pitched

+17.8% since pitch

Market Cap$15.5B

P/E (TTM)N/A

52-Wk RangeN/A

Div. YieldN/A

Technical Chart

From the Fund Letter

During the second quarter of 2025, U.S. equity markets experienced a dramatic recovery, rebounding 23% from intra-period lows to achieve record highs. This volatility was...

— ArrowMark Partners

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What other investors think about $BWXT, and what else Meridian Contrarian Fund is buying.

Other pitches on $BWXT

Other investors who've written on BWX Technologies

Seeking Alpha ContributorBULL

Pitched Aug 14, 2026•Pitched at $170.35

BWX Technologies, Inc. is a unique player in the nuclear sector, primarily serving the U.S. Navy with nuclear reactors for submarines and aircraft carriers. The comp...

View all $BWXT pitches →