Position in BWA
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$1,197,192
+$188,174 QoQ
Shares Held
18,030
-3.0% QoQ
Ownership
0.009%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#372
of 815 holders
Holding Since
Jun 2021
17 quarters on record
Voting authority
Sole 12%
Shared 88%
None 0%
Common Shares in BWA Over Time
Shares Held
Position Value (USD)
Position in Auto Parts
Consumer Cyclical · as of Jun 30, 2026EVERGREEN CAPITAL MANAGEMENT LLC holds $13,142,242 across 13 Auto Parts names. BWA ranks #3 (9.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ALSN |
Allison Transmission Holdings Inc
|
50,248 | $5,664,958 | |
| 2 | ORLY |
O Reilly Automotive Inc
|
19,109 | $1,759,747 | |
| 3 | BWA |
Borgwarner Inc
This page
|
18,030 | $1,197,192 | |
| 4 | AZO |
Autozone Inc
|
353 | $1,128,166 | |
| 5 | GNTX |
Gentex Corp
|
34,552 | $873,128 | |
| 6 | ALV |
Autoliv Inc
|
3,961 | $460,149 | |
| 7 | ADNT |
Adient plc
|
20,470 | $376,238 | |
| 8 | THRM |
Gentherm Inc
|
9,113 | $310,844 |
All Filings in BWA
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,197,192 | 18,030 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $1,009,018 | 18,596 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $794,001 | 17,621 | Shares | Other | 2026-01-27 | |
| 2025-09-30 | $846,405 | 19,254 | Shares | Sole | 2025-10-28 | |
| 2025-06-30 | $506,485 | 15,128 | Shares | Sole | 2025-08-14 | |
| 2024-03-31 | $3,643,495 | 104,879 | Shares | Other | 2024-05-15 | |
| 2023-12-31 | $3,576,395 | 99,760 | Shares | Other | 2024-02-14 | |
| 2023-09-30 | $4,240,747 | 105,047 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $5,081,164 | 103,888 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $5,026,109 | 102,344 | Shares | Other | 2023-05-15 | |
| 2022-12-31 | $6,211,694 | 154,328 | Shares | Other | 2023-02-14 | |
| 2022-09-30 | $6,594,114 | 210,004 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $7,739,003 | 231,915 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $8,712,832 | 223,980 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $738,381 | 16,383 | Shares | Sole | 2022-03-11 | |
| 2021-09-30 | $1,437,597 | 33,270 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $4,952,782 | 102,035 | Shares | Sole | 2021-08-16 | |
| No filing history on record for this holder in this stock. | ||||||