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TODD ASSET MANAGEMENT LLC

Position in BWA — Borgwarner Inc

CIK 1071483 Louisville, KY

Position in BWA

as of Jun 30, 2026 · filed Aug 4, 2026
Position Value
$56,098,105
+$17,039,750 QoQ
Shares Held
844,851
+17.4% QoQ
Ownership
0.415%
of shares outstanding
% of Portfolio
1.00%
of 13F equity value
Holder Rank
#49
of 815 holders
Holding Since
Jun 2023
13 quarters on record
Voting authority Sole 5% Shared 0% None 95%

Common Shares in BWA Over Time

Shares Held

Position Value (USD)

Position in Auto Parts

Consumer Cyclical · as of Jun 30, 2026

TODD ASSET MANAGEMENT LLC holds $89,710,997 across 3 Auto Parts names. BWA ranks #1 (62.5% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 BWA
Borgwarner Inc
This page
844,851 $56,098,105

All Filings in BWA

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13 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $56,098,105 844,851
2026-03-31 $39,058,355 719,837
2025-12-31 $43,416,120 963,518
2025-09-30 $42,434,015 965,287
2025-06-30 $32,663,791 975,621
2025-03-31 $28,588,974 997,870
2024-12-31 $31,540,956 992,166
2024-09-30 $26,949,534 742,616
2024-06-30 $24,090,308 747,218
2024-03-31 $26,100,961 751,323
2023-12-31 $28,593,816 797,596
2023-09-30 $27,530,967 681,966
2023-06-30 $18,628,752 380,878