← Top Holdings
BWXTBWX TECHNOLOGIES INC
CUSIP: 05605H100
3
Guru Owners
$15.0M
Total Value Held
73,121
Total Shares
| Investor | Fund | Shares | Value▼ | % of Portfolio | Rpt Price | Period |
|---|---|---|---|---|---|---|
| Polen Capital Management | 38123 | $7.8M | 0.05% | $204.49 | Q1 2026 | |
| Bridgewater Associates | 22438 | $4.6M | 0.02% | $204.49 | Q1 2026 | |
| Torray LLC | 12560 | $2.6M | 0.38% | $204.49 | Q1 2026 |
📊 Fundamentals
Market Cap$17.0B
P/E Ratio49.5x
Above market avg
Forward P/E35.8x
P/FCF103.0x
EPS (TTM)$3.76
Revenue (TTM)$3.4B
Profit Margin10.21%
Div Yield0.56%
Beta0.74
52-Week Range
$133.84
$241.82
Current: $186.08
Data from Yahoo Finance · refreshed every 4 hours
💡 Trades at 49.5x trailing earnings → 35.8x forward · 10.2% profit margin
📊 Holdings Over Time
How superinvestor ownership has changed across quarters
Quarter-by-Quarter Activity
Q1 '263 owners · $15.0M
Q4 '254 owners · $12.4M
Q3 '252 owners · $9.7M
Q2 '253 owners · $19.1M
Q1 '251 owners · $1.5M
Q4 '242 owners · $1.7M
No changes
💰 DCF Calculator
DCF model · 10-yr forecastEstimates 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
$1,001 - $15,0002025-10-31
$1,001 - $15,0002025-10-30
$1,001 - $15,0002025-10-30
$1,001 - $15,0002025-06-11