David M. Polen
Polen Capital Management
Polen Capital Management BWX Technologies Inc stake
total: 588
Polen Capital Management BWXT trades
- Total transactions:
- 5
- New positions:
- 1
- Added:
- 1
- Reduced:
- 3
- Held since:
- 2025 Q2
- Held for:
- 5 quarters
- Latest activity:
- 2026 Q2
According to 2026 Q2 report, Polen Capital Management holds 36,974 BWX Technologies Inc (BWXT) shares with a market value of roughly $7.20M accounting for 0.06% of the overall portfolio. To date, the estimated cost basis is nearly $151.54 for "buy" trades and estimated average "sell" price is $180.4. Polen Capital Management first purchased BWXT in 2025 Q2, initially acquiring 41,037 shares. Since the initial investment in BWX Technologies Inc (BWXT), Polen Capital Management has made 4 more transactions.
When did Polen Capital Management buy BWX Technologies Inc (BWXT)?
Polen Capital Management first invested in BWX Technologies Inc (BWXT) in 2025 Q2 at the reported quarter-end price of $144.06 per share.
What's the cost basis of Polen Capital Management's BWXT stake?
The estimated cost basis for BWX Technologies Inc (BWXT) stake is around $151.54 per share. This represents their average reported price* across all buy transactions
Estimated cost basis*
- Weighted AVG buy price:
- $151.54
- Weighted AVG sell price:
- $180.40
Polen Capital Management's historical trades in BWX Technologies Inc
5 results
| Period |
% of portfolio |
Shares held after* |
Reported price* |
Value* |
% (shares) of activity |
% change to portfolio |
|---|---|---|---|---|---|---|
|
2026 Q2
|
0.06%
|
36,974
|
$194.65
|
$7,196,989
|
-3.01% (-1,149)
|
-0%
|
|
2026 Q1
|
0.05%
|
38,123
|
$204.49
|
$7,795,772
|
+17.93% (+5,795)
|
+0.01%
|
|
2025 Q4
|
0.02%
|
32,328
|
$172.84
|
$5,587,572
|
-12.03% (-4,420)
|
-0%
|
|
2025 Q3
|
0.02%
|
36,748
|
$184.37
|
$6,775,229
|
-10.45% (-4,289)
|
-0%
|
|
2025 Q2
|
0.02%
|
41,037
|
$144.06
|
$5,911,790
|
new
|
+0.02%
|
* Shares, change to shares, sold shares, shares held after: split-adjusted.
* Reported price: this doesn't represent the actual buy or sell price. It is the split-adjusted price of the security as of the last day of the reported period.
If the security is completely sold out, we show the reported split-adjusted price prior to the actual period.
If the security is completely sold out, we show the reported split-adjusted price prior to the actual period.
* Estimated cost basis: based on "Reported price*" (not earlier than 2013 Q2). Calculation starts from the latest "new buy" activity to the latest "close out" activity (if any).
* Value or Price: If the security is completely sold out, we show the reported value (or price) prior to the actual period.
* New buy or own: this means there is no earlier reporting (for us or in general). So we can't know if the actual purchase of the security happened at the reported period or earlier.