Position in BWA
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$12,335,659
+$6,085,504 QoQ
Shares Held
185,778
+61.3% QoQ
Ownership
0.091%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
#126
of 815 holders
Holding Since
Sep 2020
11 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, 2026ExodusPoint Capital Management, LP holds $180,904,496 across 19 Auto Parts names. BWA ranks #4 (6.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ORLY |
O Reilly Automotive Inc
|
846,758 | $77,977,944 | |
| 2 | APTV |
Aptiv PLC
|
424,252 | $26,040,587 | |
| 3 | VGNT |
Versigent PLC
|
589,749 | $24,775,355 | |
| 4 | BWA |
Borgwarner Inc
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|
185,778 | $12,335,659 | |
| 5 | LEA |
Lear Corp
|
64,384 | $8,631,319 | |
| 6 | AAP |
Advance Auto Parts Inc
|
112,689 | $7,011,509 | |
| 7 | ALSN |
Allison Transmission Holdings Inc
|
49,222 | $5,549,288 | |
| 8 | MOD |
Modine Manufacturing Co
|
14,759 | $3,940,948 |
All Filings in BWA
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $12,335,659 | 185,778 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $6,250,155 | 115,189 | Shares | Sole | 2026-05-14 | |
| 2023-06-30 | $2,634,538 | 53,865 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $1,335,103 | 27,186 | Shares | Other | 2023-05-11 | |
| 2022-12-31 | $1,123,577 | 27,915 | Shares | Other | 2023-02-13 | |
| 2022-09-30 | $1,821,856 | 58,021 | Shares | Other | 2022-11-10 | |
| 2022-06-30 | $565,488 | 16,946 | Shares | Other | 2022-08-22 | |
| 2021-12-31 | $549,718 | 12,197 | Shares | Other | 2022-02-11 | |
| 2021-09-30 | $686,520 | 15,888 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $424,919 | 8,754 | Shares | Other | 2021-08-16 | |
| 2020-09-30 | $4,160,054 | 107,384 | Shares | Other | 2020-11-16 | |
| No filing history on record for this holder in this stock. | ||||||