Position in BWA
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$271,310
-$196,052 QoQ
Shares Held
4,086
-60.6% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#575
of 815 holders
Holding Since
Dec 2022
5 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, 2026AXQ CAPITAL, LP holds $11,239,521 across 7 Auto Parts names. BWA ranks #4 (2.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ORLY |
O Reilly Automotive Inc
|
72,905 | $6,713,821 | |
| 2 | QS |
QuantumScape Corp
|
463,653 | $3,505,216 | |
| 3 | AUR |
Aurora Innovation, Inc.
|
72,209 | $492,465 | |
| 4 | BWA |
Borgwarner Inc
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|
4,086 | $271,310 | |
| 5 | HYLN |
Hyliion Holdings Corp.
|
28,174 | $146,786 | |
| 6 | CVGI |
Commercial Vehicle Group, Inc.
|
20,655 | $95,426 | |
| 7 | ECX |
ECARX Holdings Inc.
|
11,238 | $14,497 |
All Filings in BWA
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $271,310 | 4,086 | Shares | Sole | 2026-08-06 | |
| 2025-12-31 | $467,362 | 10,372 | Shares | Sole | 2026-02-10 | |
| 2024-06-30 | $264,400 | 8,201 | Shares | Sole | 2024-08-13 | |
| 2023-03-31 | $230,816 | 4,700 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $375,894 | 9,339 | Shares | Sole | 2023-02-10 | |
| No filing history on record for this holder in this stock. | ||||||