← Top Holdings

BWXTBWX TECHNOLOGIES INC

CUSIP: 05605H100

3

Guru Owners

$15.0M

Total Value Held

73,121

Total Shares

$7.8M
0.05%
$4.6M
0.02%
$2.6M
0.38%

📊 Fundamentals

Market Cap$17.0B
P/E Ratio49.3x
Above market avg
Forward P/E35.7x
P/FCF102.7x
EPS (TTM)$3.76
Revenue (TTM)$3.4B
Profit Margin10.21%
Div Yield0.56%
Beta0.74

52-Week Range

$133.84
$241.82

Current: $185.44

Data from Yahoo Finance · refreshed every 4 hours

💡 Trades at 49.3x trailing earnings → 35.7x forward · 10.2% profit margin

📊 Holdings Over Time

How superinvestor ownership has changed across quarters

$0$4.8M$9.6M$14.3M$19.1MQ4 '24Q1 '25Q2 '25Q3 '25Q4 '25Q1 '26

Quarter-by-Quarter Activity

Q1 '263 owners · $15.0M
INCREASEDPolen Capital$7.8M
INCREASEDRay Dalio$4.6M
REDUCEDTorray LLC$2.6M
Q4 '254 owners · $12.4M
REDUCEDPolen Capital$5.6M
NEWRay Dalio$2.4M
REDUCEDTorray LLC$2.2M
REDUCEDPolen Capital$2.2M
Q3 '252 owners · $9.7M
REDUCEDPolen Capital$6.8M
INCREASEDTorray LLC$2.9M
SOLDStanley Druckenmiller
Q2 '253 owners · $19.1M
NEWStanley Druckenmiller$11.0M
NEWPolen Capital$5.9M
REDUCEDTorray LLC$2.2M
Q1 '251 owners · $1.5M
REDUCEDTorray LLC$1.5M
SOLDStanley Druckenmiller
Q4 '242 owners · $1.7M

No changes

💰 DCF Calculator

DCF model · 10-yr forecast

Estimates depend entirely on your assumptions. Adjust the inputs below to explore scenarios.

📊 Adjust the assumptions below to calculate an estimated fair value
Projection Period
Revenue Growth Rate
10%analyst est. 10.1%
0%100%
Growth Decay Rate
15%
0% (no decay)50% (fast decay)
Terminal Growth Rate
3.0%
0%5%
FCF Margin
4.9%current: 4.9%
1%50%
Discount Rate (WACC)
8.0%typical: 8% large caps · 10% growth
5%20%

Model: 10-year DCF · 3.0% terminal growth · Based on Yahoo Finance data

🏛️ Congressional Trades

BWXT: Held by 3 superinvestors · 4 congress member trades

SELLLisa McClainR
$1,001 - $15,0002025-10-31
BUYLisa McClainR
$1,001 - $15,0002025-10-30
SELLLisa McClainR
$1,001 - $15,0002025-10-30
BUYLisa McClainR
$1,001 - $15,0002025-06-11