Position in BWA
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$21,660,277
-$35,952,285 QoQ
Shares Held
326,209
-69.3% QoQ
Ownership
0.160%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#90
of 815 holders
Holding Since
Mar 2020
12 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, 2026Balyasny Asset Management L.P. holds $630,228,112 across 22 Auto Parts names. BWA ranks #8 (3.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ORLY |
O Reilly Automotive Inc
|
2,996,975 | $275,991,427 | |
| 2 | ALSN |
Allison Transmission Holdings Inc
|
595,985 | $67,191,348 | |
| 3 | AUR |
Aurora Innovation, Inc.
|
9,397,494 | $64,090,909 | |
| 4 | LEA |
Lear Corp
|
461,477 | $61,865,606 | |
| 5 | MOD |
Modine Manufacturing Co
|
155,079 | $41,409,194 | |
| 6 | GNTX |
Gentex Corp
|
1,356,673 | $34,283,126 | |
| 7 | VC |
Visteon Corp
|
342,627 | $33,992,024 | |
| 8 | BWA |
Borgwarner Inc
This page
|
326,209 | $21,660,277 |
All Filings in BWA
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12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $21,660,277 | 326,209 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $57,612,562 | 1,061,787 | Shares | Sole | 2026-05-15 | |
| 2025-06-30 | $22,589,759 | 674,724 | Shares | Sole | 2025-08-14 | |
| 2024-09-30 | $73,234,780 | 2,018,043 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $153,586,459 | 4,763,848 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $37,908,392 | 1,091,203 | Shares | Sole | 2024-05-13 | |
| 2023-09-30 | $1,816,448 | 44,995 | Shares | Sole | 2023-11-14 | |
| 2022-12-31 | $1,308,204 | 32,502 | Shares | Other | 2023-02-14 | |
| 2022-06-30 | $3,611,334 | 108,221 | Shares | Other | 2022-08-15 | |
| 2022-03-31 | $3,419,586 | 87,907 | Shares | Sole | 2022-05-16 | |
| 2020-06-30 | $16,849,760 | 477,331 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $4,899,694 | 201,054 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||