Leeward Investments, LLC - MA

Position in BWA — Borgwarner Inc

CIK 1923173 BOSTON, MA

Position in BWA

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

Position Value

$7,618,736

+$1,034,882 QoQ

Shares Held

114,740

-5.4% QoQ

Ownership

0.056%

of shares outstanding

% of Portfolio

0.35%

of 13F equity value

Holder Rank

#162

of 815 holders

Holding Since

Mar 2022

18 quarters on record

Voting authority Sole 97% Shared 0% None 3%

Consumer Cyclical · as of Jun 30, 2026

Leeward Investments, LLC - MA holds $49,978,015 across 4 Auto Parts names. BWA ranks #3 (15.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	DORM	Dorman Products, Inc.	146,609	$20,004,798
2	GNTX	Gentex Corp	616,448	$15,577,640
3	BWA	Borgwarner Inc This page	114,740	$7,618,736
4	LKQ	Lkq Corp	257,381	$6,776,841

18 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$7,618,736	114,740	-5.4%	Shares	Sole	2026-07-30
2026-03-31	$6,583,854	121,339	-3.4%	Shares	Sole	2026-04-17
2025-12-31	$5,657,057	125,545	-5.6%	Shares	Sole	2026-02-05
2025-09-30	$5,843,339	132,924	-3.5%	Shares	Sole	2025-11-07
2025-06-30	$4,611,200	137,730	-2.4%	Shares	Sole	2025-07-31
2025-03-31	$4,044,291	141,162	-3.4%	Shares	Sole	2025-04-29
2024-12-31	$4,644,328	146,094	-3.3%	Shares	Sole	2025-02-04
2024-09-30	$5,483,273	151,096	-20.6%	Shares	Sole	2024-10-31
2024-06-30	$6,132,886	190,226	-4.4%	Shares	Sole	2024-07-19
2024-03-31	$6,909,647	198,896	+3.5%	Shares	Sole	2024-04-19
2023-12-31	$6,886,390	192,089	-38.4%	Shares	Sole	2024-02-02
2023-09-30	$12,595,520	312,002	-1.1%	Shares	Sole	2023-10-11
2023-06-30	$15,427,151	315,419	-6.6%	Shares	Sole	2023-07-27
2023-03-31	$16,582,960	337,670	-1.7%	Shares	Sole	2023-04-20
2022-12-31	$13,823,847	343,450	-1.2%	Shares	Sole	2023-02-02
2022-09-30	$10,915,564	347,630	-0.8%	Shares	Sole	2022-10-24
2022-06-30	$11,696,785	350,518	-0.8%	Shares	Sole	2022-07-19
2022-03-31	$13,751,517	353,509	—	Shares	Sole	2022-05-09
No filing history on record for this holder in this stock.