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Disclosery

Telemark Asset Management, LLC: BWXT position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Telemark Asset Management, LLC on BWXT, newest first. How the timeline and the estimate are built.

Telemark Asset Management, LLC held 80,000 BWXT shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 80,000 shares
    Change vs previous 13F -20,000 shares

    1.13% of the 13F portfolio, value $15,572,000.

    13F-HR 0000898432-26-000612 filed by Telemark Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 100,000 shares
    Change vs previous 13F 0 shares

    1.89% of the 13F portfolio, value $20,449,000.

    13F-HR 0000898432-26-000352 filed by Telemark Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 100,000 shares
    Change vs previous 13F -25,000 shares

    1.73% of the 13F portfolio, value $17,284,000.

    13F-HR 0000898432-26-000088 filed by Telemark Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 125,000 shares
    Change vs previous 13F +25,000 shares

    2.19% of the 13F portfolio, value $23,046,250.

    13F-HR 0000898432-25-000879 filed by Telemark Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 100,000 shares
    Change vs previous 13F 0 shares

    1.53% of the 13F portfolio, value $14,406,000.

    13F-HR 0000898432-25-000586 filed by Telemark Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 100,000 shares
    Change vs previous 13F 0 shares

    1.29% of the 13F portfolio, value $9,865,000.

    13F-HR 0000898432-25-000335 filed by Telemark Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 100,000 shares
    Change vs previous 13F 0 shares

    1.11% of the 13F portfolio, value $11,139,000.

    13F-HR 0000898432-25-000102 filed by Telemark Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 100,000 shares
    Change vs previous 13F not available

    1.1% of the 13F portfolio, value $10,870,000.

    13F-HR 0000898432-24-000893 filed by Telemark Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).