Lido Advisors, LLC

Position in BWA — Borgwarner Inc

CIK 1650150 Los Angeles, CA

Position in BWA

as of Mar 31, 2026 · filed May 13, 2026 Compact

Position Value

$942,278

+$317,296 QoQ

Shares Held

17,366

+25.2% QoQ

Ownership

0.008%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2021

12 quarters on record

Voting authority Sole 16% Shared 0% None 84%

Consumer Cyclical · as of Mar 31, 2026

Lido Advisors, LLC holds $10,246,095 across 11 Auto Parts names. BWA ranks #3 (9.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ORLY	O Reilly Automotive Inc	44,993	$4,153,302
2	AZO	Autozone Inc	492	$1,661,866
3	BWA	Borgwarner Inc This page	17,366	$942,278
4	GPC	Genuine Parts Co	8,825	$933,243
5	APTV	Aptiv PLC	11,199	$777,658
6	LKQ	Lkq Corp	20,273	$595,418
7	ALSN	Allison Transmission Holdings Inc	2,920	$341,815
8	GNTX	Gentex Corp	14,094	$307,953

12 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$942,278	17,366	+25.2%	Shares	Defined	2026-05-13
2025-12-31	$624,982	13,870	+3.8%	Shares	Defined	2026-02-10
2025-09-30	$587,393	13,362	+17.8%	Shares	Defined	2025-11-14
2025-06-30	$379,729	11,342	+91.2%	Shares	Defined	2025-08-13
2024-03-31	$206,042	5,931	-0.7%	Shares	Sole	2024-05-15
2023-12-31	$214,203	5,975	+38.9%	Shares	Sole	2024-02-14
2023-03-31	$185,978	4,302	-36.9%	Shares	Sole	2023-05-15
2022-03-31	$233,400	6,816	-0.5%	Shares	Sole	2022-05-17
2021-12-31	$271,848	6,852	+3.9%	Shares	Sole	2022-02-15
2021-09-30	$250,777	6,593	+1.1%	Shares	Sole	2022-02-15
2021-06-30	$278,592	6,520	-1.3%	Shares	Sole	2021-08-12
2021-03-31	$269,549	6,605	—	Shares	Sole	2021-05-13
No filing history on record for this holder in this stock.