Valeo Financial Advisors, LLC

Position in BWA — Borgwarner Inc

CIK 1722641 CARMEL, IN

Position in BWA

as of Jun 30, 2026 · filed Jul 8, 2026 Compact

Position Value

$406,102

+$109,734 QoQ

Shares Held

6,116

+12.0% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

#510

of 811 holders

Holding Since

Mar 2020

21 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Consumer Cyclical · as of Jun 30, 2026

Valeo Financial Advisors, LLC holds $3,704,938 across 5 Auto Parts names. BWA ranks #3 (11.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ORLY	O Reilly Automotive Inc	17,043	$1,569,489
2	GPC	Genuine Parts Co	10,621	$1,253,065
3	BWA	Borgwarner Inc This page	6,116	$406,102
4	MOD	Modine Manufacturing Co	898	$239,783
5	AZO	Autozone Inc	74	$236,499

21 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$406,102	6,116	+12.0%	Shares	Sole	2026-07-08
2026-03-31	$296,368	5,462	+9.9%	Shares	Sole	2026-05-08
2025-12-31	$223,903	4,969	-15.7%	Shares	Sole	2026-02-04
2025-09-30	$258,968	5,891	-20.6%	Shares	Sole	2025-11-03
2024-09-30	$269,235	7,419	-3.1%	Shares	Sole	2024-10-10
2024-06-30	$246,797	7,655	-7.9%	Shares	Sole	2024-07-10
2024-03-31	$288,654	8,309	-15.9%	Shares	Sole	2024-04-25
2023-12-31	$354,126	9,878	-16.6%	Shares	Sole	2024-01-29
2023-09-30	$477,940	11,839	-6.1%	Shares	Sole	2023-10-20
2023-06-30	$616,804	12,611	+1.5%	Shares	Sole	2023-07-14
2023-03-31	$610,436	12,430	-14.2%	Shares	Sole	2023-04-17
2022-12-31	$582,899	14,482	-17.1%	Shares	Sole	2023-02-09
2022-09-30	$548,243	17,460	-15.0%	Shares	Sole	2022-10-31
2022-06-30	$685,086	20,530	+24.7%	Shares	Sole	2022-08-03
2022-03-31	$640,372	16,462	+27.0%	Shares	Sole	2022-04-28
2021-12-31	$584,197	12,962	+23.3%	Shares	Sole	2022-01-07
2021-09-30	$454,310	10,514	+59.1%	Shares	Sole	2021-11-02
2021-06-30	$320,703	6,607	-11.9%	Shares	Sole	2021-07-22
2021-03-31	$347,746	7,501	+3954.6%	Shares	Sole	2021-04-12
2020-06-30	$6,530	185	-81.8%	Shares	Sole	2020-07-20
2020-03-31	$24,735	1,015	—	Shares	Sole	2020-04-13
No filing history on record for this holder in this stock.