BWXT — BWX TECHNOLOGIES INC

Ownership history in Kore Advisors LP  ·  9 quarters on record

AI Ownership Summary

Kore Advisors LP reported BWX TECHNOLOGIES INC (BWXT) in 9 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 1.59% in 2025 Q2. The latest visible filing shows BWXT at 1.26% 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 Kore Advisors LP'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 1.26% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.59% in 2025 Q2

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

Time in book
Holding Window
2023 Q4 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 Kore Advisors LP fund profile Kore Advisors LP full holdings
How Kore Advisors LP held BWXT — position size vs. price
% of Fund (quarterly)    BWXT price (quarter-end, indexed to 100)
📋 Quarterly Holdings History 9 quarters  ▾
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 UNCHANGED 10,000 — 0% 1.26% $1.7M 2026-02-14 (Est.) $200.12
2025 Q3 UNCHANGED 10,000 — 0% 0.97% $1.8M 2025-11-14 $177.81
2025 Q2 UNCHANGED 10,000 — 0% 1.59% $1.4M 2025-08-13 $176.01
2025 Q1 UNCHANGED 10,000 — 0% 0.85% $986K 2025-05-14 $106.44
2024 Q4 UNCHANGED 10,000 — 0% 0.26% $1.1M 2025-02-14 $105.86
2024 Q3 UNCHANGED 10,000 — 0% 0.31% $1.1M 2024-11-14 $126.82
2024 Q2 UNCHANGED 10,000 — 0% 0.27% $950K 2024-08-13 $96.04
2024 Q1 UNCHANGED 10,000 — 0% 0.29% $1.0M 2024-05-14 $87.78
2023 Q4 INITIATED 10,000 — — 0.21% $767K 2024-02-09 $83.64

🏢 Other funds also holding BWXT

As of 2025 Q4 — sorted by position size

SNYDER CAPITAL MANAGEMENT L P 3Y 7Y 4.28% Harvey Partners, LLC 3Y 7Y 3.85% Nicholas Investment Partners, LP 3Y 7Y 3.28% Minneapolis Portfolio Management Group, LLC 3Y 7Y 3.09% McGowan Group Asset Management, Inc. 3Y 7Y 2.75% RPG Investment Advisory, LLC 3Y 7Y 2.65% ZWJ INVESTMENT COUNSEL INC 3Y 7Y 2.54% MRP Capital Investments, LLC 3Y 2.16% Demars Financial Group, LLC 3Y 2.14% PHILADELPHIA TRUST CO 3Y 7Y 2.07%

FAQ About Kore Advisors LP and BWXT

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

How long has Kore Advisors LP reported owning BWXT?

Kore Advisors LP reported BWXT across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported BWXT position in Kore Advisors LP's portfolio?

The largest reported portfolio weight for BWXT was 1.59% in 2025 Q2.

What is the latest reported BWXT position on this page?

The most recent filing on this page is 2025 Q4, when Kore Advisors LP reported 10,000 shares, equal to 1.26% of portfolio, with an estimated market value of $1.7M.

What does the chart on this BWXT ownership page compare?

The chart compares Kore Advisors LP'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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