BWXT

BWXT

BWXT

Letters With This Ticker

Quarter	Letter Date	Fund Name	QTD	YTD	Tickers	Keywords/Themes	Theme Commentary	Pitches	Letter
2025 Q3	Sep 30, 2025	Burke Wealth Managament The Focused Growth Strategy	-0.9%	5.3%	ASML NA, BWXT, CHTR, CRM, MU, NOW	Artificial Intelligence, Enterprise Software, Nuclear Energy, semiconductors, Trade Policy	The quarter was shaped by a pro-growth US Policy backdrop combining tariffs, manufacturing reshoring, and corporate tax reform, creating a supportive environment for domestic investment and capital spending. At the same time, AI remains the dominant structural driver within equities, influencing enterprise software, semiconductors, and power infrastructure. The portfolio reflects conviction that AI-driven productivity and capex cycles will outweigh near-term volatility tied to trade negotiations and sector-specific controversies.		View
2025 Q2	Aug 2, 2025	Meridian Contrarian Fund	16.4%	-	BWXT, CCO CN, NVTS, PACK, QDEL, SG	contrarian, fundamentals, mispricing, Recovery, Sentiment	The commentary highlights contrarian opportunities created by extreme pessimism and market overreactions. Management targets misunderstood companies where fundamentals are stabilizing despite negative sentiment. Long-term gains are expected as perceptions improve and earnings recover.	QDEL PACK SG NVTS BWXT CCO CN	View
2025 Q2	Jul 29, 2025	ClearBridge Investments Small Cap Growth Strategy	-	-	BOOT, BWXT, CASH, RYTM, UTI, VOYG, WING	growth, market breadth, scalability, small caps, valuation	The fund discusses improving conditions for small-cap growth as market breadth expands and risk appetite normalizes. Management emphasizes companies with scalable business models and strong competitive positions. Small caps are viewed as offering asymmetric upside from depressed valuations.		View
2025 Q2	Jul 22, 2025	Artisan Partners Small Cap Fund	7.3%	-3.6%	BIRK, BWXT, CWAN, FLEX, FRSH, HALO, IOVA, IRTC, LSCC, MDGL, MTSI, SAIA, STVN, TTAN, WING	cash flow, fundamentals, Quality, small caps, Valuation discipline	The letter highlights a challenging environment where speculative stocks outperformed quality businesses. Management remains committed to owning high-quality small-cap companies with strong cash flows and attractive valuations. The outlook favors long-term compounding as fundamentals reassert leadership.	GWRE STVN SVTA BIRK MDGL WING BWXT CWAN IRTC MTSI FLEX	View
2025 Q2	Jun 30, 2025	Burke Wealth Managament The Focused Growth Strategy	15.9%	6.3%	ABNB, BWXT, NVDA, NVO, SNOW, UBER	innovation, scalability, secular growth, Valuation discipline, volatility	The letter focuses on secular growth businesses with long runways and scalable models. Management highlights patience through volatility and disciplined valuation. Growth is framed as selective rather than broad-based.		View
2024 Q1	Apr 15, 2024	Heartland Value Fund	9.8%	13.5%	BRGO, BWXT, GTLS	-			View
2025 Q1	Mar 31, 2025	Baird Small/Mid Cap Growth Equity Fund	-10.6%	-10.6%	1953345D LN, BWXT, FOUR, JNJ	-			View
2025 Q4	Dec 31, 2025	Burke Wealth Managament The Focused Growth Strategy	2.0%	7.4%	AAPL, ADBE, ASML, BWXT, CMCSA, CRM, GOOGL, ISRG, META, MU, NOW, NVDA, ORCL, SNOW, TDG	AI, Data centers, Enterprise Software, growth, semiconductors, technology, Trade Policy	The AI revolution continues to gain steam with expectations for a slowdown in data center infrastructure spend proving incorrect. The manager believes the current AI investment cycle is different from the dot.com bubble because we don't have enough compute capacity to meet today's needs, driven by three mega-trends: transition from CPU to GPU dominated data centers, replacement of recommender systems with AI-driven systems, and future robotics and digital agents. Companies are spending hundreds of billions of dollars per year to build massive data centers capable of delivering enormous compute power. The infrastructure buildout of massive amounts of compute power needed to drive the next generation of AI applications is viewed as the most secure part of the AI food chain. The manager maintains continued investment in Nvidia and ASML and has made a relatively new investment in Micron, viewing the infrastructure buildout as the most secure part of the AI food chain. GPU dominated servers are replacing CPU servers for cheaper running of traditional workloads. The enterprise software sector faces heightened uncertainty due to the threat of AI disintermediation. The manager consolidated investments into platform companies Service Now and Salesforce while exiting Adobe, believing platforms that connect workflows across organizations are less at risk than best-of-breed apps. 2025 saw the global trade order re-written through executive orders and tweets, with tariffs being a central topic. The manager expects tariffs could remain a central topic in early 2026 depending on upcoming Supreme Court rulings on the legality of Trump tariffs imposed under the International Emergency Economic Powers Act.		View
2022 Q3	Oct 18, 2022	Upslope Capital Management	14.8%	18.1%	BALL, BOLSAA MM, BWXT, CACI	-			View
2024 Q3	Sep 30, 2024	Barometer Capital Management Inc.	-	-	AVGO, BWXT, CCO, CIBC, GE, HWM, NEE, NVDA, PGR, QCOM, TRP, VLO	-			View

Pitches With This Ticker

Date	Pitch Type	Author	Company	Industry	Sub Industry	Bull / Bear	Stock Exchange	Keywords	Action
Jan 8, 2026	Fund Letters	James England	BWX Technologies Inc.	Industrials	Aerospace & Defense	Bull	New York Stock Exchange	backlog, cashflow, Defense, Nuclear, SMR	View Pitch
Dec 3, 2025	Fund Letters	Craigh Cepukenas	BWX Technologies, Inc.	Industrials	Aerospace & Defense	Bull	NYSE	backlog, Defense, Monopoly, Nuclear, Policy	View Pitch

BSD Shareholders of BWXT

This report provides a detailed summary of investor holdings for a specified stock ticker, highlighting key metrics such as fund name, total assets under management (AUM), invested value, portfolio weight, and shares owned. It also tracks changes in share ownership during the last quarter, including the percentage of shares bought or sold and the percentage of outstanding shares owned. The data is generated using an API that processes investor holdings and calculates these values for each fund. This report helps investors and analysts monitor the stock positions of major funds, identify investment trends, and assess the influence of large investors on individual stocks.

Filing Date: September 30, 2025

Manager Name	Fund Name	Fund AUM	Invested Value	Portfolio Weight	Shares Owned	Shares Bought / Sold During Quarter	% Bought / Sold During Quarter	% of Shares Outstanding Owned
No investor data available.

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