Back to Situational Awareness LP Situational Awareness LP

BWBW

3 quarters

Position history for Situational Awareness LPSituational Awareness LP's holdings in BABCOCK & WILCOX ENTERPRISES

Yes. Situational Awareness holds 2,027,451 shares of BW (Babcock & Wilcox Enterprises), worth $28.6M, as of its Q2 2026 13F filing. It increased the position by 673,551 shares (+49.8%) from Q1 2026. Situational Awareness has held BW since Q4 2025, across 3 quarterly 13F filings. BW is 0.1% of Situational Awareness' reported 13F portfolio.

Current Value

$28.6M

Current Shares

2M

Total Value Change

+$20M

Total Shares Change

+673,551

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
2M
+49.8%
$28.6M0.1%$14.10
49
2026-Q1
Unchanged
1.4M
0.0%
$19.9M0.1%$8.10
0
2025-Q4
New
1.4M
—
$8.6M0.2%$6.27
47

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