TOWLE & CO

Position in BWA — Borgwarner Inc

CIK 1224014 DENVER, CO

Position in BWA

as of Mar 31, 2026 · filed May 14, 2026 Compact

Position Value

$7,452,773

-$2,629,717 QoQ

Shares Held

137,353

-38.6% QoQ

Ownership

0.067%

of shares outstanding

% of Portfolio

3.10%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Jun 2025

4 quarters on record

Voting authority Sole 100.ToString("F0")% Shared 0.ToString("F0")% None 0.ToString("F0")%

Consumer Cyclical · as of Mar 31, 2026

TOWLE & CO holds $32,180,155 across 5 Auto Parts names. BWA ranks #1 (23.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	BWA	Borgwarner Inc This page	137,353	$7,452,773
2	MGA	Magna International Inc	130,047	$7,257,923
3	LEA	Lear Corp	56,123	$6,795,372
4	FOXF	Fox Factory Holding Corp	331,580	$5,457,806
5	ADNT	Adient plc	258,104	$5,216,281

4 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$7,452,773	137,353	-38.6%	Shares	Sole	2026-05-14
2025-12-31	$10,082,490	223,757	-4.6%	Shares	Sole	2026-02-12
2025-09-30	$10,308,048	234,487	+773.7%	Shares	Sole	2025-11-10
2025-06-30	$898,502	26,837	—	Shares	Sole	2025-08-13
No filing history on record for this holder in this stock.