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Disclosery

Orbis Allan Gray Ltd: BWXT position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Orbis Allan Gray Ltd on BWXT, newest first. How the timeline and the estimate are built.

Orbis Allan Gray Ltd held 297,329 BWXT shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 297,329 shares
    Change vs previous 13F -1,044 shares

    0.2% of the 13F portfolio, value $57,875,090.

    13F-HR 0001663865-26-000004 filed by Orbis Allan Gray Ltd
    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 298,373 shares
    Change vs previous 13F -11,143 shares

    0.26% of the 13F portfolio, value $61,014,295.

    13F-HR 0001663865-26-000003 filed by Orbis Allan Gray Ltd
    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 309,516 shares
    Change vs previous 13F -22,732 shares

    0.22% of the 13F portfolio, value $53,496,745.

    13F-HR 0001663865-26-000002 filed by Orbis Allan Gray Ltd
    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 332,248 shares
    Change vs previous 13F +37,203 shares

    0.26% of the 13F portfolio, value $61,256,563.

    13F-HR 0001663865-25-000002 filed by Orbis Allan Gray Ltd
    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 295,045 shares
    Change vs previous 13F not available

    0.21% of the 13F portfolio, value $42,504,182.

    13F-HR 0001085146-25-005183 filed by Orbis Allan Gray Ltd
    Filed (acceptance time not in the bulk data set), ingested

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