Position in BWA
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$247,066,631
+$23,406,640 QoQ
Shares Held
3,720,883
-9.7% QoQ
Ownership
1.83%
of shares outstanding
% of Portfolio
0.68%
of 13F equity value
Holder Rank
#12
of 815 holders
Holding Since
Mar 2020
23 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in BWA Over Time
Shares Held
Position Value (USD)
Position in Auto Parts
Consumer Cyclical · as of Jun 30, 2026FULLER & THALER ASSET MANAGEMENT, INC. holds $2,130,064,605 across 12 Auto Parts names. BWA ranks #5 (11.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GTX |
Garrett Motion Inc.
|
11,379,209 | $412,268,742 | |
| 2 | LKQ |
Lkq Corp
|
12,041,227 | $317,045,506 | |
| 3 | MOD |
Modine Manufacturing Co
|
1,116,729 | $298,188,977 | |
| 4 | ALSN |
Allison Transmission Holdings Inc
|
2,622,104 | $295,616,004 | |
| 5 | BWA |
Borgwarner Inc
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|
3,720,883 | $247,066,631 | |
| 6 | GNTX |
Gentex Corp
|
8,112,203 | $204,995,369 | |
| 7 | AAP |
Advance Auto Parts Inc
|
2,228,408 | $138,651,545 | |
| 8 | LEA |
Lear Corp
|
597,380 | $80,084,762 |
All Filings in BWA
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $247,066,631 | 3,720,883 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $223,659,991 | 4,122,005 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $147,546,356 | 3,274,442 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $125,603,435 | 2,857,221 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $74,774,466 | 2,233,407 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $42,109,827 | 1,469,802 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $41,297,022 | 1,299,057 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $572,293 | 15,770 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $84,791 | 2,630 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $56,626 | 1,630 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $60,228 | 1,680 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $10,294 | 255 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $12,472 | 255 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $12,523 | 255 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $10,263 | 255 | Shares | Sole | 2023-02-13 | |
| 2021-12-31 | $7,661 | 170 | Shares | Sole | 2022-02-09 | |
| 2021-09-30 | $7,345 | 170 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $8,251 | 170 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $16,921 | 365 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $14,103 | 365 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $14,140 | 365 | Shares | Sole | 2020-11-09 | |
| 2020-06-30 | $12,884 | 365 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $8,895 | 365 | Shares | Sole | 2020-05-06 | |
| No filing history on record for this holder in this stock. | ||||||