Position
Chescapmanager LLC in BWX Technologies, Inc.
Back to the book · All holders of BWXT
Estimated mark uses implied 13F prices (value ÷ shares). Adds are treated as happening at this quarter’s mark; cuts at last quarter’s. Share jumps can be splits, not buys. This is not realized P&L.
Latest estimated mark $2.22M$172.84 → $204.49
| Quarter | Shares | Value | Implied px | Est. mark | Flow | Weight |
|---|---|---|---|---|---|---|
| Q4 2025 | 117.8K | $20.4M | — | — | — | 1.7% |
| Q1 2026 | 70K | $14.3M | $204.49 | $2.22M | −$8.26M | 1.3% |