# BWX Technologies (BWXT): value investors who own it

2 value investors held BWX Technologies in their Q3 2026 13F, led by Polen Capital Management, Horizon Kinetics.

## 13F holders

| Manager | Portfolio | Value | Change | Quarters held |
| --- | --- | --- | --- | --- |
| Polen Capital Management | 0.1% | $7.2m | Trimmed -3.0% | 5 |
| Horizon Kinetics | 0.0% | $499k | Trimmed -3.2% | 13 |

## Directors buying and selling (Form 4, last 12 months)

| Date | Who | Role | Bought or sold | Shares | Value |
| --- | --- | --- | --- | --- | --- |
| 2026-08-12 | Geveden Rex D | President and CEO | Sold | 4730 | $814k |
| 2026-08-12 | Geveden Rex D | President and CEO | Sold | 2600 | $453k |
| 2026-08-12 | Geveden Rex D | President and CEO | Sold | 2407 | $412k |
| 2026-08-12 | Geveden Rex D | President and CEO | Sold | 263 | $45k |

Source: SEC filings, via moatshark (https://www.moatshark.com/s/bwxt). Values traded and returns are estimates. Not investment advice. Built 2026-10-21.