Position in BWA
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$1,459,936
+$517,658 QoQ
Shares Held
21,987
+26.6% QoQ
Ownership
0.011%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#345
of 816 holders
Holding Since
Mar 2021
13 quarters on record
Voting authority
Sole 38%
Shared 0%
None 62%
Common Shares in BWA Over Time
Shares Held
Position Value (USD)
Position in Auto Parts
Consumer Cyclical · as of Jun 30, 2026Lido Advisors, LLC holds $12,953,370 across 16 Auto Parts names. BWA ranks #3 (11.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ORLY |
O Reilly Automotive Inc
|
37,767 | $3,477,962 | |
| 2 | QS |
QuantumScape Corp
|
230,649 | $1,743,706 | |
| 3 | BWA |
Borgwarner Inc
This page
|
21,987 | $1,459,936 | |
| 4 | AZO |
Autozone Inc
|
449 | $1,434,976 | |
| 5 | GPC |
Genuine Parts Co
|
8,055 | $950,327 | |
| 6 | APTV |
Aptiv PLC
|
12,602 | $773,510 | |
| 7 | LKQ |
Lkq Corp
|
21,927 | $577,337 | |
| 8 | LEA |
Lear Corp
|
4,216 | $565,196 |
All Filings in BWA
Export CSV
13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,459,936 | 21,987 | Shares | Defined | 2026-08-07 | |
| 2026-03-31 | $942,278 | 17,366 | Shares | Defined | 2026-05-13 | |
| 2025-12-31 | $624,982 | 13,870 | Shares | Defined | 2026-02-10 | |
| 2025-09-30 | $587,393 | 13,362 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $379,729 | 11,342 | Shares | Defined | 2025-08-13 | |
| 2024-03-31 | $206,042 | 5,931 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $214,203 | 5,975 | Shares | Sole | 2024-02-14 | |
| 2023-03-31 | $211,271 | 4,302 | Shares | Sole | 2023-05-15 | |
| 2022-03-31 | $265,142 | 6,816 | Shares | Sole | 2022-05-17 | |
| 2021-12-31 | $308,819 | 6,852 | Shares | Sole | 2022-02-15 | |
| 2021-09-30 | $284,883 | 6,593 | Shares | Sole | 2022-02-15 | |
| 2021-06-30 | $316,480 | 6,520 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $306,208 | 6,605 | Shares | Sole | 2021-05-13 | |
| No filing history on record for this holder in this stock. | ||||||