Position in BWA
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$1,484,969
+$272,801 QoQ
Shares Held
22,364
+0.1% QoQ
Ownership
0.011%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#339
of 811 holders
Holding Since
Sep 2024
6 quarters on record
Voting authority
Sole 24%
Shared 0%
None 76%
Common Shares in BWA Over Time
Shares Held
Position Value (USD)
Position in Auto Parts
Consumer Cyclical · as of Jun 30, 2026Pallas Capital Advisors LLC holds $10,339,108 across 9 Auto Parts names. BWA ranks #2 (14.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ORLY |
O Reilly Automotive Inc
|
65,479 | $6,029,961 | |
| 2 | BWA |
Borgwarner Inc
This page
|
22,364 | $1,484,969 | |
| 3 | APTV |
Aptiv PLC
|
11,097 | $681,133 | |
| 4 | GPC |
Genuine Parts Co
|
4,791 | $565,242 | |
| 5 | ALSN |
Allison Transmission Holdings Inc
|
3,780 | $426,157 | |
| 6 | LEA |
Lear Corp
|
2,858 | $383,143 | |
| 7 | ALV |
Autoliv Inc
|
2,867 | $333,059 | |
| 8 | AZO |
Autozone Inc
|
74 | $236,499 |
All Filings in BWA
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,484,969 | 22,364 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $1,212,168 | 22,340 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $1,250,009 | 27,741 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $1,138,344 | 25,895 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $566,548 | 16,922 | Shares | Sole | 2025-07-09 | |
| 2024-09-30 | $288,070 | 7,938 | Shares | Sole | 2024-10-25 | |
| No filing history on record for this holder in this stock. | ||||||