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

Situational Awareness LP holds 2M shares of BW (BABCOCK & WILCOX ENTERPRISES), worth $28.6M as of 2026-Q2. The position was increased (+49.8% shares). BW represents 0.1% of Situational Awareness LP's 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

Other major holders of BW: Hood River Capital Management LLC, BlackRock, Inc., AMERIPRISE FINANCIAL INC, VANGUARD CAPITAL MANAGEMENT LLC

Analytics tracking helps us improve the product. Essential functions stay on either way. How analytics data is used