Richard Bernstein Advisors LLC ownership in 4BW / BWX Technologies, Inc.

BWX Technologies, Inc.

DE ˙ DB ˙ US05605H1005

160,85 € ↑3,20 (2,03%)

2026-06-05
DEL PRIS

Security	DE:4BW / BWX Technologies, Inc.
Institution	Richard Bernstein Advisors LLC
Latest Disclosed Ownership	14,428 shares
Latest Disclosed Value	$ 2,950,382

On April 22, 2026 - Richard Bernstein Advisors LLC filed a 13F-HR form disclosing ownership of 14,428 shares of BWX Technologies, Inc. (DE:4BW) valued at $2,553,756 USD as of March 31, 2026. The entity filed a previous 13F-HR on May 13, 2019 disclosing 0 shares of BWX Technologies, Inc.. The current value of the position is $2,320,744 USD.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

Upgrade to unlock premium data and export to Excel Premium Registration Required .

Disclosed Equity Positions (from 13F/NPORT Filings)

File Date	Effective Date	Form	Security	Class	ID	Reported Shares	ΔShares	ΔShares (%)	Reported Value (x1000)	ΔValue (%)	Alloc (%)
2026-04-22	2026-03-31	13F	BWX TECHNOLOGIES	COM	05605H100	14,428	14,428		2,950		0.0856
2019-05-13	2019-03-31	13F	BWX TECHNOLOGIES	COM	05605H100	0	-31,791	-100.00	0	-100.00
2019-02-12	2018-12-31	13F	BWX TECHNOLOGIES	COM	05605H100	31,791	0	0.00	1,215	-38.88	0.0447
2018-11-13	2018-09-30	13F	BWX TECHNOLOGIES	COM	05605H100	31,791	0	0.00	1,988	0.35	0.0572
2018-08-10	2018-06-30	13F	BWX TECHNOLOGIES	COM	05605H100	31,791	31,791		1,981		0.0635
2016-05-03	2016-03-31	13F	BABCOCK & WILCOX CO	COM	05615F102	0	-134,508	-100.00	0	-100.00
2015-02-05	2014-12-31	13F	BABCOCK & WILCOX CO	COM	05615F102	134,508	0	0.00	4,076	9.42	0.4219
2014-11-06	2014-09-30	13F	BABCOCK & WILCOX CO	COM	05615F102	134,508	3,947	3.02	3,725	-12.10	0.3925
2014-08-07	2014-06-30	13F	BABCOCK & WILCOX CO	COM	05615F102	130,561	0	0.00	4,238	-2.24	0.4983
2014-04-25	2014-03-31	13F	BABCOCK & WILCOX CO	COM	05615F102	130,561	42,077	47.55	4,335	43.31	0.6154
2014-02-11	2013-12-31	13F	BABCOCK & WILCOX CO	COM	05615F102	88,484	74,669	540.49	3,025	549.14	0.6114
2013-11-15	2013-09-30	13F	BABCOCK WILCOX CO	COM	05615F102	13,815	0	0.00	466	12.29	0.1376
2013-08-12	2013-06-30	13F	BABCOCK AND WILCOX CO	COM	05615F102	13,815	13,815		415		0.1369

Legend

Shares: The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value: The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price: The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class: This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred

Allocation (%): The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation: The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%): The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis: The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss: This is the market value of the position as of the effective date minus the cost basis.