Leopold Stock Tracker(@LeopoldTracker_):Breaking: Situational Awareness increased its stake in a 159 year old company by 49% last quarter Everything you need to know about Leopold's position: • 2,027,451 shares, worth $28,587,059 • Added 673,551 shares from Q4 2025 • One of the smallest positions in the fund Founded 1867, it makes industrial boilers and power generation equipment, now pushing into AI data center power through its FastPower program The company is Babcock & Wilcox $BW Why it's one to watch: • Needham initiated coverage August 31st with a Buy rating and $20 price target • Backlog is $2.6 billion • The stock is down 66% from its peak in May

2026.09.10 16:22

Breaking: Situational Awareness increased its stake in a 159 year old company by 49% last quarter Everything you need to know about Leopold's position: • 2,027,451 shares, worth $28,587,059 • Added 673,551 shares from Q4 2025 • One of the smallest positions in the fund Founded 1867, it makes industrial boilers and power generation equipment, now pushing into AI data center power through its FastPower program The company is Babcock & Wilcox $BW Why it's one to watch: • Needham initiated coverage August 31st with a Buy rating and $20 price target • Backlog is $2.6 billion • The stock is down 66% from its peak in May