Caledonia (Private) Investments Pty Ltd BWXT — BWX TECHNOLOGIES INC

Ownership history in Caledonia (Private) Investments Pty Ltd  ·  3 quarters on record

AI Ownership Summary

Caledonia (Private) Investments Pty Ltd reported BWX TECHNOLOGIES INC (BWXT) in 3 quarterly 13F filings from 2025 Q3 through 2025 Q4. The latest visible filing shows BWXT at 0.00% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this BWXT ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Caledonia (Private) Investments Pty Ltd's position in BWX TECHNOLOGIES INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

BWXT was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.0% in 2025 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q3 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

BWXT stock page Caledonia (Private) Investments Pty Ltd fund profile Caledonia (Private) Investments Pty Ltd full holdings
How Caledonia (Private) Investments Pty Ltd held BWXT — position size vs. price
% of Fund (quarterly)    BWXT price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 2 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 UNCHANGED — — — 1,371 — 0% 0.00% $237K 2026-02-17 $200.54
2025 Q3 UNCHANGED — — — 1,371 — 0% 0.00% $253K 2025-11-14 $177.57
1 older quarter hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding BWXT

As of 2026 Q2 — sorted by position size

Ariose Capital Management Ltd 3Y 7Y 5.95% KIECKHEFER GROUP LLC 3.12% Minneapolis Portfolio Management Group, LLC 3Y 7Y 2.8% ZWJ INVESTMENT COUNSEL INC 3Y 7Y 2.37% BUILDER INVESTMENT GROUP INC /ADV 3Y 1.8% O'Domhnaill Enterprises, Inc. 1.79% TRAN CAPITAL MANAGEMENT, L.P. 3Y 7Y 1.76% Demars Financial Group, LLC 3Y 1.69% Eos Management, L.P. 3Y 7Y 1.69% MH & ASSOCIATES SECURITIES MANAGEMENT CORP /ADV 1.59%

FAQ About Caledonia (Private) Investments Pty Ltd and BWXT

These are the practical questions this page is built to answer before you even open the full history table.

How long has Caledonia (Private) Investments Pty Ltd reported owning BWXT?

Caledonia (Private) Investments Pty Ltd reported BWXT across 2 quarterly 13F filings, from 2025 Q3 through 2025 Q4.

What was the largest reported BWXT position in Caledonia (Private) Investments Pty Ltd's portfolio?

The largest reported portfolio weight for BWXT was 0.00% in 2025 Q4.

What is the latest reported BWXT position on this page?

The most recent filing on this page is 2025 Q4, when Caledonia (Private) Investments Pty Ltd reported 1,371 shares, equal to 0.00% of portfolio, with an estimated market value of $237K.

What does the chart on this BWXT ownership page compare?

The chart compares Caledonia (Private) Investments Pty Ltd's quarterly BWXT portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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