Position in BWA
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$34,148,656
+$25,863,100 QoQ
Shares Held
514,287
+236.8% QoQ
Ownership
0.253%
of shares outstanding
% of Portfolio
1.94%
of 13F equity value
Holder Rank
#68
of 816 holders
Holding Since
Jun 2024
7 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in BWA Over Time
Shares Held
Position Value (USD)
Position in Auto Parts
Consumer Cyclical · as of Jun 30, 2026Covalis Capital LLP holds $116,206,303 across 7 Auto Parts names. BWA ranks #1 (29.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BWA |
Borgwarner Inc
This page
|
514,287 | $34,148,656 | |
| 2 | DAN |
DANA Inc
|
1,066,246 | $29,012,553 | |
| 3 | VGNT |
Versigent PLC
|
499,633 | $20,989,582 | |
| 4 | ALSN |
Allison Transmission Holdings Inc
|
146,525 | $16,519,228 | |
| 5 | MOD |
Modine Manufacturing Co
|
23,391 | $6,245,864 | |
| 6 | ADNT |
Adient plc
|
304,226 | $5,591,673 | |
| 7 | VC |
Visteon Corp
|
37,282 | $3,698,747 |
All Filings in BWA
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $34,148,656 | 514,287 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $8,285,556 | 152,701 | Shares | Sole | 2026-05-15 | |
| 2025-09-30 | $8,106,487 | 184,406 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $16,171,442 | 483,018 | Shares | Sole | 2025-08-12 | |
| 2024-12-31 | $15,294,868 | 481,122 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $16,278,677 | 448,572 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $17,834,394 | 553,176 | Shares | Sole | 2024-08-13 | |
| No filing history on record for this holder in this stock. | ||||||