Position
Composition Wealth, 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 $591.3K$172.84 → $204.49
| Quarter | Shares | Value | Implied px | Est. mark | Flow | Weight |
|---|---|---|---|---|---|---|
| Q4 2025 | 18.7K | $3.23M | — | — | — | 0.0% |
| Q1 2026 | 18.7K | $3.82M | $204.49 | $591.3K | $409 | 0.1% |