Position
Compound Planning, Inc. 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 $59.6K$172.84 → $204.49
| Quarter | Shares | Value | Implied px | Est. mark | Flow | Weight |
|---|---|---|---|---|---|---|
| Q4 2025 | 1.88K | $325.3K | — | — | — | 0.0% |
| Q1 2026 | 2.28K | $466.7K | $204.49 | $59.6K | $81.8K | 0.0% |