Position in BWA
as of Mar 31, 2026
· filed May 12, 2026
Position Value
$11,203,496
+$4,508,797 QoQ
Shares Held
206,478
+39.0% QoQ
Ownership
0.101%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2020
22 quarters on record
Voting authority
Sole 1%
Shared 0%
None 99%
Common Shares in BWA Over Time
Shares Held
Position Value (USD)
Position in Auto Parts
Consumer Cyclical · as of Mar 31, 2026Creative Planning holds $161,630,855 across 38 Auto Parts names. BWA ranks #4 (6.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ORLY |
O Reilly Automotive Inc
|
458,602 | $42,333,550 | |
| 2 | AZO |
Autozone Inc
|
5,199 | $17,561,077 | |
| 3 | MGA |
Magna International Inc
|
231,064 | $12,895,681 | |
| 4 | BWA |
Borgwarner Inc
This page
|
206,478 | $11,203,496 | |
| 5 | LEA |
Lear Corp
|
78,670 | $9,525,363 | |
| 6 | MOD |
Modine Manufacturing Co
|
35,857 | $7,770,570 | |
| 7 | GNTX |
Gentex Corp
|
354,986 | $7,756,444 | |
| 8 | ADNT |
Adient plc
|
320,104 | $6,469,301 |
All Filings in BWA
Export CSV
22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $11,203,496 | 206,478 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $6,694,699 | 148,573 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $4,633,295 | 105,398 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $1,242,442 | 37,110 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $694,905 | 24,255 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $679,415 | 21,372 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $908,483 | 25,034 | Shares | Defined | 2024-10-11 | |
| 2024-06-30 | $858,901 | 26,641 | Shares | Defined | 2024-08-15 | |
| 2024-03-31 | $882,221 | 25,395 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $963,289 | 26,870 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $1,212,795 | 30,042 | Shares | Defined | 2023-11-16 | |
| 2023-06-30 | $1,048,163 | 24,345 | Shares | Sole | 2023-07-21 | |
| 2023-03-31 | $959,719 | 22,200 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $709,582 | 20,027 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $406,292 | 14,699 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $445,912 | 15,180 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $458,821 | 13,399 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $511,758 | 12,899 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $3,985,060 | 104,768 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $4,084,241 | 95,585 | Shares | Sole | 2021-08-04 | |
| 2021-03-31 | $2,299,474 | 56,346 | Shares | Sole | 2021-04-30 | |
| 2020-12-31 | $2,404,932 | 70,704 | Shares | Sole | 2021-01-29 | |
| No filing history on record for this holder in this stock. | ||||||