ArrowMark Colorado Holdings Reduces Stake in BWX Technologies

Institutional investor decreases holdings in nuclear technology company

Mar. 16, 2026 at 7:24am

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ArrowMark Colorado Holdings LLC, an investment management firm, has reduced its stake in BWX Technologies, Inc. (NYSE: BWXT), a leading provider of nuclear components and services. According to a recent SEC filing, ArrowMark sold 69,226 shares of BWXT, decreasing its total holdings in the company by 51.6% during the third quarter.

Why it matters

The reduction in ArrowMark's position in BWX Technologies is noteworthy, as the firm was previously a significant institutional investor in the company. This move could signal a shift in investor sentiment or a reallocation of assets within ArrowMark's portfolio. The nuclear technology sector, which BWX Technologies operates in, has been an area of focus for investors due to its role in national security and the growing demand for clean energy solutions.

The details

In its most recent SEC filing, ArrowMark Colorado Holdings reported owning 64,997 shares of BWX Technologies, down from 134,223 shares held in the previous quarter. This represents a 51.6% decrease in the firm's stake in the company. BWX Technologies is a specialized supplier of nuclear components and services, primarily serving the U.S. government and commercial markets. The company's core expertise lies in the design, fabrication, and servicing of nuclear propulsion systems for the U.S. Navy.

  • ArrowMark Colorado Holdings filed its most recent 13F report with the SEC on March 16, 2026, disclosing its Q3 2025 holdings.

The players

ArrowMark Colorado Holdings LLC

An investment management firm that has reduced its stake in BWX Technologies, Inc.

BWX Technologies, Inc.

A leading provider of nuclear components and services, primarily serving the U.S. government and commercial markets.

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The takeaway

The reduction in ArrowMark Colorado Holdings' position in BWX Technologies could signal a shift in investor sentiment towards the nuclear technology sector or a broader reallocation of assets within the firm's portfolio. However, BWX Technologies remains a key player in the industry, with a strong focus on nuclear propulsion systems and other advanced nuclear technologies.