Portfolio Stocks

Distillfolio is for informational and educational purposes only and does not constitute investment advice. Distillfolio is not a registered investment advisor. Past performance is not indicative of future results. Always do your own research before making any investment decisions.

© 2026–present Distillfolio

BWXT

BWX Technologies, Inc.IndustrialsMkt Cap $12.4B

Distillfolio Position

2026-10-03

Short #9

Score −0.1436

Weight 3.2%

2026-07-07 → 2026-10-02

Analyst

Insider

BullishNeutralBearish

1 month

-15.8%

2 months

-19.7%

3 months

-27.4%

13F · Hedge Fund

2026-03-31 → 2026-06-30 · top 5 of 29 funds

Select Equity Group, L.P.
$148.5M → $331.7M
+$183.1M
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP
$100.5M → exited
-$100.5M
TWO SIGMA INVESTMENTS, LP
$112.8M → $24.0M
-$88.9M
Alyeska Investment Group, L.P.
$0.0M → $49.7M
+$49.7M
ALKEON CAPITAL MANAGEMENT LLC
$355.7M → $393.7M
+$38.0M

13F · Asset Manager

2026-03-31 → 2026-06-30 · top 5 of 64 managers

VANGUARD PORTFOLIO MANAGEMENT LLC
$0.0M → $925.6M
+$925.6M
BlackRock, Inc.
$2.6B → $2.4B
-$193.7M
Invesco Ltd.
$515.8M → $357.2M
-$158.6M
FIRST TRUST ADVISORS LP
$284.5M → $404.0M
+$119.5M
VANGUARD FIDUCIARY TRUST CO
$0.0M → $115.0M
+$115.0M

13F · Other Institutional

2026-03-31 → 2026-06-30 · top 5 of 44 institutions

MORGAN STANLEY
Bank
$200.0M → $154.4M
-$45.5M
Bank of New York Mellon Corp
Bank
$262.6M → $222.6M
-$40.0M
Ensign Peak Advisors, Inc
Pension
$41.3M → $9.8M
-$31.5M
STATE STREET CORP
Bank
$766.6M → $739.5M
-$27.1M
NATIONAL BANK OF CANADA /FI/
Bank
$21.4M → $563K
-$20.9M

Analyst Ratings

2026-09-30 · 60d ·5 Bullish0 Bearish3 Neutral

Bullish
Northland Capital Markets
2026-09-30
Outperform
Bullish
Guggenheim
2026-09-30
Buy
Bullish
BTIG
2026-09-30
Buy
Bullish
B of A Securities
2026-09-30
Buy
Neutral
BNP Paribas
2026-09-24
Neutral

Price Momentum

2025-10-02 → 2026-10-02

1 month
from 2026-09-03
-15.8%
3 months
from 2026-07-07
-27.4%
6 months
from 2026-04-06
-37.4%
9 months
from 2026-01-02
-25.5%
12 months
from 2025-10-02
-27.0%

Short Interest

2026-06-30 → 2026-08-31 · 5 periods

2026-08-31
2.97M shares short
2.45d
-0.78d
2026-08-14
2.76M shares short
3.23d
-0.01d
2026-07-31
2.90M shares short
3.24d
-0.34d
2026-07-15
3.00M shares short
3.58d
+1.32d
2026-06-30
2.93M shares short
2.26d

Insider Transactions

2026-08-12 · 1 most recent transactions

SellCEO
Geveden Rex D
2026-08-12
$1.7M

Congressional Trades

—

No congressional transactions

ARK Holdings

30d avg → 2026-10-02 · 2 ETFs

ARKK
0.82% avg → 0.89%
+0.07%
ARKQ
1.57% avg → 1.46%
-0.11%