Position in BWA
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$661,012
+$143,155 QoQ
Shares Held
9,955
+4.3% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#437
of 815 holders
Holding Since
Sep 2025
4 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in BWA Over Time
Shares Held
Position Value (USD)
Position in Auto Parts
Consumer Cyclical · as of Jun 30, 2026Waverly Advisors, LLC holds $15,341,249 across 11 Auto Parts names. BWA ranks #4 (4.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ORLY |
O Reilly Automotive Inc
|
100,024 | $9,211,210 | |
| 2 | GPC |
Genuine Parts Co
|
19,960 | $2,354,880 | |
| 3 | AZO |
Autozone Inc
|
510 | $1,629,928 | |
| 4 | BWA |
Borgwarner Inc
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|
9,955 | $661,012 | |
| 5 | MGA |
Magna International Inc
|
5,601 | $367,761 | |
| 6 | GNTX |
Gentex Corp
|
12,798 | $323,405 | |
| 7 | LEA |
Lear Corp
|
2,360 | $316,381 | |
| 8 | ALSN |
Allison Transmission Holdings Inc
|
1,908 | $215,107 |
All Filings in BWA
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $661,012 | 9,955 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $517,857 | 9,544 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $397,113 | 8,813 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $380,385 | 8,653 | Shares | Sole | 2025-11-14 | |
| No filing history on record for this holder in this stock. | ||||||