13F Portfolios

Owl Creek Asset Management, L.P.: BWX TECHNOLOGIES (BWXT): Quarterly 13F Position History

As of Q1 2026, Owl Creek Asset Management, L.P. reported 39,343 shares of BWX TECHNOLOGIES (BWXT), worth $8.0M and representing 1.6% of its 13F equity book. Quarter-over-quarter share count change: 43,486 (-52.5%) . The position first appeared in Q3 2025 and has been disclosed across 3 13F-HR filings in Pactolio's tracked window.

Quarterly 13F-HR Disclosure History Source: SEC 13F-HR filings, 3 quarter s

Quarter Shares QoQ Share Change Share Change (%) Market Value Weight Implied Price
Q1 2026 39,343 43,486 -52.5% $8.0M 1.6% $204.5
Q4 2025 82,829 90,261 -52.1% $14.3M 1.7% $172.8
Q3 2025 173,090 $31.9M 3.6% $184.4

Methodology & FAQ

How This Position History Is Sourced

Each row is one SEC Form 13F-HR filing disclosing this position. Share count, market value, and reported quarter are taken verbatim from the filing; portfolio weight is recomputed against the same filing's total reported equity book. Implied price-per-share is market value divided by shares — a quarter-end mark, not the manager's cost basis. See the full methodology document for the normalization rules.

When did Owl Creek Asset Management, L.P. first disclose a BWXT position in 13F-HR filings?

Owl Creek Asset Management, L.P. first reported BWX TECHNOLOGIES (BWXT) on its 13F-HR filing for the period ending 2025-09-30 (Q3 2025). The position has appeared on 3 reported quarters within Pactolio's tracked window.

What was Owl Creek Asset Management, L.P.'s most recent quarter-over-quarter share-count change in BWXT?

Between Q4 2025 and Q1 2026, Owl Creek Asset Management, L.P. reduced its BWXT position by 43,486 shares (-52.5%), leaving 39,343 shares at a market value of $8.0M.

Does the implied price-per-share represent Owl Creek Asset Management, L.P.'s cost basis in BWXT?

No. The implied price-per-share column is the 13F-HR reported market value divided by reported share count on the filing date (end of quarter). It is a quarter-end mark, not a cost basis or transaction price. Use it as a sanity check on the value column, not as an indicator of the manager's entry or exit price.