Exited position

Jeff Smith’s Bwx Technologies Inc (BWXT) position

Reported position history, portfolio importance and verified filing changes from public SEC disclosures.

Starboard Value LPVerified through Q2 2026
Relationship snapshot

At a glance

The full verified relationship, including prior ownership episodes and exits where supported.

First reportedQ2 2015Earliest verified positive filing snapshot
Latest statusExited positionBased on the latest supported relationship state
Peak shares1.49MHighest verified quarter-end share count
Quarters reported1Verified quarters with shares above zero
What happened?

Starboard Value LP first reported Bwx Technologies Inc in Q2 2015. The latest verified relationship event shows that Starboard Value LP sold the entire position in Q3 2015, and the stock is no longer reported in the latest verified portfolio.

Verified SEC history

Position over time

See the same verified relationship through reported shares, portfolio weight or reported value.

Metric

Gaps indicate periods that cannot be safely connected or where a verified corporate action changes the raw share scale. Stock price, when available, is market context and not a transaction price.

Key filing events

What changed

Latest filing plus the most meaningful reported changes. Unchanged quarters are collapsed by default.

Q3 2015
Sold the entire position−1.49M shares · No shares reported at quarter-end
Q2 2015
New position+1.49M shares · 1.49M shares reported
Filing context

Quarter-end price $32.80 · Estimated holding basis $32.80

Portfolio importance

How important was Bwx Technologies Inc in Starboard Value LP’s reported portfolio?

Relative importance is measured only within the verified primary non-option reported portfolio for each quarter.

Last reported portfolio weight1.6%Q2 2015
Last reported rank#15of 31 reported positions
Peak portfolio weight1.6%Q2 2015
Best historical rank#15Q2 2015
At peak importanceQ2 2015
BWXT
1.6%
Largest holding
26.8%
SEC evidence & methodology

SEC filing evidence

Market context and filing-derived values are kept separate from actual transaction prices, which 13F filings do not disclose.

Latest verified stock price$146.702026-09-15

Market context only; not an investor transaction price.

Latest verified investor filingQ2 2026 · filed 2026-08-14
Open SEC filing ↗

This tracker follows Starboard Value LP’s Form 13F disclosures—not Jeff Smith’s personal brokerage account. Form 13F reports quarter-end U.S.-listed positions and certain options, but it does not reveal exact trade dates, execution prices, short positions or the purpose of an option position.