Hudson Bay Capital Management LP

Position in BWA — Borgwarner Inc

CIK 1393825 STAMFORD, CT

Position in BWA

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$12,599,333

+$9,843,686 QoQ

Shares Held

189,749

+273.6% QoQ

Ownership

0.093%

of shares outstanding

% of Portfolio

0.07%

of 13F equity value

Holder Rank

#125

of 816 holders

Holding Since

Mar 2020

12 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Consumer Cyclical · as of Jun 30, 2026

Hudson Bay Capital Management LP holds $100,814,408 across 11 Auto Parts names. BWA ranks #4 (12.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AZO	Autozone Inc	13,500	$43,145,188
2	ORLY	O Reilly Automotive Inc	165,687	$15,258,115
3	MOD	Modine Manufacturing Co	47,424	$12,663,155
4	BWA	Borgwarner Inc This page	189,749	$12,599,333
5	ALSN	Allison Transmission Holdings Inc	47,024	$5,301,485
6	APTV	Aptiv PLC	76,545	$4,698,332
7	PHIN	Phinia Inc.	36,103	$2,973,804
8	MBLY	Mobileye Global Inc.	221,642	$2,145,494

12 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$12,599,333	189,749	+273.6%	Shares	Sole	2026-08-14
2026-03-31	$2,755,647	50,786	+111.6%	Shares	Sole	2026-05-13
2025-12-31	$1,081,440	24,000	-51.4%	Shares	Sole	2026-02-13
2025-09-30	$2,169,601	49,354	-59.4%	Shares	Sole	2025-12-15
2025-06-30	$4,074,783	121,708	+32.3%	Shares	Sole	2025-08-18
2025-03-31	$2,635,227	91,980	+22.6%	Shares	Sole	2025-05-14
2023-12-31	$2,688,750	75,000	+15.4%	Shares	Sole	2024-02-14
2023-09-30	$2,624,050	65,000	+8.3%	Shares	Sole	2023-11-14
2023-06-30	$2,934,601	60,000	+9.1%	Shares	Sole	2023-08-14
2023-03-31	$2,701,047	55,000	-64.5%	Shares	Sole	2023-05-15
2020-06-30	$5,471,915	155,012	+281.1%	Shares	Sole	2020-08-12
2020-03-31	$991,129	40,670	—	Shares	Sole	2020-05-14
No filing history on record for this holder in this stock.