Oak Thistle LLC

Position in BWA — Borgwarner Inc

CIK 1755987 NEW YORK, NY

Position in BWA

as of Jun 30, 2026 · filed Jul 21, 2026 Compact

Position Value

$1,271,360

+$536,657 QoQ

Shares Held

19,147

+14.6% QoQ

Ownership

0.009%

of shares outstanding

% of Portfolio

0.12%

of 13F equity value

Holder Rank

#363

of 815 holders

Holding Since

Mar 2022

7 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Consumer Cyclical · as of Jun 30, 2026

Oak Thistle LLC holds $10,559,599 across 5 Auto Parts names. BWA ranks #5 (12.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ORLY	O Reilly Automotive Inc	34,733	$3,198,561
2	ALSN	Allison Transmission Holdings Inc	21,410	$2,413,763
3	AZO	Autozone Inc	705	$2,253,137
4	LEA	Lear Corp	10,613	$1,422,778
5	BWA	Borgwarner Inc This page	19,147	$1,271,360

7 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,271,360	19,147	+14.6%	Shares	Sole	2026-07-21
2025-09-30	$734,703	16,713	-67.0%	Shares	Sole	2025-10-07
2025-06-30	$1,695,762	50,650	+269.1%	Shares	Sole	2025-08-08
2024-12-31	$436,222	13,722	+68.3%	Shares	Sole	2025-01-14
2024-06-30	$262,788	8,151	+56.2%	Shares	Sole	2024-08-06
2022-12-31	$209,984	5,217	-52.5%	Shares	Sole	2023-02-07
2022-03-31	$426,888	10,974	—	Shares	Other	2022-05-10
No filing history on record for this holder in this stock.