Baker Avenue Asset Management, LP

Position in BWA — Borgwarner Inc

CIK 1432529 SAN FRANCISCO, CA

Position in BWA

as of Jun 30, 2026 · filed Jul 28, 2026 Compact

Position Value

$404,840

+$80,800 QoQ

Shares Held

6,097

+2.1% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#518

of 815 holders

Holding Since

Dec 2022

8 quarters on record

Voting authority Sole 39% Shared 0% None 61%

Consumer Cyclical · as of Jun 30, 2026

Baker Avenue Asset Management, LP holds $2,748,814 across 5 Auto Parts names. BWA ranks #4 (14.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ORLY	O Reilly Automotive Inc	9,335	$859,660
2	ALSN	Allison Transmission Holdings Inc	6,707	$756,147
3	AZO	Autozone Inc	158	$504,958
4	BWA	Borgwarner Inc This page	6,097	$404,840
5	LEA	Lear Corp	1,665	$223,209

8 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$404,840	6,097	+2.1%	Shares	Sole	2026-07-28
2026-03-31	$324,040	5,972	+11.5%	Shares	Sole	2026-05-12
2025-12-31	$241,296	5,355	-0.6%	Shares	Sole	2026-02-10
2025-09-30	$236,768	5,386	+1527.2%	Shares	Sole	2025-10-31
2023-09-30	$13,362	331	-36.2%	Shares	Sole	2023-11-15
2023-06-30	$25,384	519	-93.9%	Shares	Sole	2023-08-14
2023-03-31	$419,251	8,537	-18.9%	Shares	Sole	2023-05-16
2022-12-31	$423,751	10,528	—	Shares	Sole	2023-02-14
No filing history on record for this holder in this stock.