CLOUGH CAPITAL PARTNERS L P BWXT — BWX TECHNOLOGIES INC

Ownership history in CLOUGH CAPITAL PARTNERS L P  ·  6 quarters on record

AI Ownership Summary

CLOUGH CAPITAL PARTNERS L P reported BWX TECHNOLOGIES INC (BWXT) in 6 quarterly 13F filings from 2024 Q4 through 2026 Q1. Peak portfolio weight reached 2.2% in 2026 Q1. The latest visible filing shows BWXT at 2.20% 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.

What this BWXT ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was CLOUGH CAPITAL PARTNERS L P'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
2026 Q1

BWXT was reported at 2.20% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
2.2% in 2026 Q1

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

Time in book
Holding Window
2024 Q4 to 2026 Q1

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 CLOUGH CAPITAL PARTNERS L P fund profile CLOUGH CAPITAL PARTNERS L P full holdings
How CLOUGH CAPITAL PARTNERS L P 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 6 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED — — — 111,731 +12,121 +12.2% 2.20% $22.8M 2026-05-15 $204.45
2025 Q4 ADDED — — — 99,610 +83,710 +526.5% 1.53% $17.2M 2026-02-17 $200.54
2025 Q3 REDUCED 45.0% -4.7% ✅ 15,900 -12,998 -45.0% 0.26% $2.9M 2025-11-14 $177.57
2025 Q2 ADDED — — — 28,898 +16,098 +125.8% 0.41% $4.2M 2025-08-14 $173.73
2025 Q1 REDUCED 11.0% +46.4% ❌ 12,800 -1,583 -11.0% 0.16% $1.3M 2025-05-15 $107.98
2024 Q4 INITIATED — — — 14,383 — — 0.18% $1.6M 2025-02-14 $105.72

🏢 Other funds also holding BWXT

As of 2026 Q1 — sorted by position size

FengHe Fund Management Pte. Ltd. 3Y 11.11% Ananym Capital Management, LP 9.24% Yahav Achim Ve Achayot - Provident Funds Management Co Ltd. 3Y 5.77% SNYDER CAPITAL MANAGEMENT L P 3Y 7Y 4.37% Harvey Partners, LLC 3Y 7Y 4.15% Nicholas Investment Partners, LP 3Y 7Y 3.86% KIECKHEFER GROUP LLC 3.81% Minneapolis Portfolio Management Group, LLC 3Y 7Y 3.42% RPG Investment Advisory, LLC 3Y 7Y 3.31% Provident Co of the Employees of the Hebrew University LTD 3.17%

FAQ About CLOUGH CAPITAL PARTNERS L P and BWXT

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

How long has CLOUGH CAPITAL PARTNERS L P reported owning BWXT?

CLOUGH CAPITAL PARTNERS L P reported BWXT across 6 quarterly 13F filings, from 2024 Q4 through 2026 Q1.

What was the largest reported BWXT position in CLOUGH CAPITAL PARTNERS L P's portfolio?

The largest reported portfolio weight for BWXT was 2.20% in 2026 Q1.

What is the latest reported BWXT position on this page?

The most recent filing on this page is 2026 Q1, when CLOUGH CAPITAL PARTNERS L P reported 111,731 shares, equal to 2.20% of portfolio, with an estimated market value of $22.8M.

What does the chart on this BWXT ownership page compare?

The chart compares CLOUGH CAPITAL PARTNERS L P'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.

How well did CLOUGH CAPITAL PARTNERS L P time their BWXT position?

Based on 13F filing dates vs. subsequent BWXT price moves, CLOUGH CAPITAL PARTNERS L P correctly timed 3 out of 5 reported position changes (60%). The annualised alpha on BWXT relative to SPY over the holding period was +43.8%.

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