Minneapolis Portfolio Management Group, LLC BWXT — BWX Technologies Inc.

Ownership history in Minneapolis Portfolio Management Group, LLC  ·  8 quarters on record

AI Ownership Summary

Minneapolis Portfolio Management Group, LLC reported BWX Technologies Inc. (BWXT) in 8 quarterly 13F filings from 2024 Q2 through 2026 Q1. Peak portfolio weight reached 4.26% in 2025 Q2. The latest visible filing shows BWXT at 3.42% 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 Minneapolis Portfolio Management Group, LLC'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 3.42% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
4.26% 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
2024 Q2 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 Minneapolis Portfolio Management Group, LLC fund profile Minneapolis Portfolio Management Group, LLC full holdings
How Minneapolis Portfolio Management Group, LLC 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 8 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED — — — 157,516 +703 +0.4% 3.42% $32.2M 2026-05-05 $205.87
2025 Q4 REDUCED 21.9% +18.5% ❌ 156,813 -43,935 -21.9% 3.09% $27.1M 2026-02-10 $199.29
2025 Q3 REDUCED 16.0% -4.7% ✅ 200,748 -38,300 -16.0% 4.25% $37.0M 2025-10-28 $206.76
2025 Q2 REDUCED — — — 239,048 -2,937 -1.2% 4.26% $34.4M 2025-08-07 $178.53
2025 Q1 ADDED — — — 241,985 +65,885 +37.4% 3.32% $23.9M 2025-04-29 $108.38
2024 Q4 ADDED — — — 176,100 +1,714 +1.0% 2.59% $19.6M 2025-02-11 $110.73
2024 Q3 REDUCED — — — 174,386 -3,427 -1.9% 2.46% $19.0M 2024-10-29 $123.99
2024 Q2 INITIATED — — — 177,813 — — 2.29% $16.9M 2024-07-29 $96.84

🏢 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% RPG Investment Advisory, LLC 3Y 7Y 3.31% Provident Co of the Employees of the Hebrew University LTD 3.17% ARP Global Capital Ltd 2.93%

FAQ About Minneapolis Portfolio Management Group, LLC and BWXT

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

How long has Minneapolis Portfolio Management Group, LLC reported owning BWXT?

Minneapolis Portfolio Management Group, LLC reported BWXT across 8 quarterly 13F filings, from 2024 Q2 through 2026 Q1.

What was the largest reported BWXT position in Minneapolis Portfolio Management Group, LLC's portfolio?

The largest reported portfolio weight for BWXT was 4.26% in 2025 Q2.

What is the latest reported BWXT position on this page?

The most recent filing on this page is 2026 Q1, when Minneapolis Portfolio Management Group, LLC reported 157,516 shares, equal to 3.42% of portfolio, with an estimated market value of $32.2M.

What does the chart on this BWXT ownership page compare?

The chart compares Minneapolis Portfolio Management Group, LLC'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 Minneapolis Portfolio Management Group, LLC time their BWXT position?

Based on 13F filing dates vs. subsequent BWXT price moves, Minneapolis Portfolio Management Group, LLC correctly timed 4 out of 7 reported position changes (57%). The annualised alpha on BWXT relative to SPY over the holding period was +29.0%.

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