Position in BWA
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$744,543
+$194,293 QoQ
Shares Held
11,213
+10.6% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#420
of 815 holders
Holding Since
Jun 2025
5 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in BWA Over Time
Shares Held
Position Value (USD)
Position in Auto Parts
Consumer Cyclical · as of Jun 30, 2026Compound Planning, Inc. holds $3,853,629 across 8 Auto Parts names. BWA ranks #2 (19.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ORLY |
O Reilly Automotive Inc
|
9,927 | $914,177 | |
| 2 | BWA |
Borgwarner Inc
This page
|
11,213 | $744,543 | |
| 3 | AZO |
Autozone Inc
|
175 | $559,289 | |
| 4 | GPC |
Genuine Parts Co
|
3,129 | $369,159 | |
| 5 | LEA |
Lear Corp
|
2,739 | $367,189 | |
| 6 | MOD |
Modine Manufacturing Co
|
1,372 | $366,351 | |
| 7 | ALSN |
Allison Transmission Holdings Inc
|
2,543 | $286,697 | |
| 8 | MGA |
Magna International Inc
|
3,750 | $246,224 |
All Filings in BWA
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $744,543 | 11,213 | Shares | Other | 2026-08-04 | |
| 2026-03-31 | $550,250 | 10,141 | Shares | Other | 2026-05-14 | |
| 2025-12-31 | $388,732 | 8,627 | Shares | Sole | 2026-02-19 | |
| 2025-09-30 | $338,052 | 7,690 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $208,011 | 6,213 | Shares | Sole | 2025-08-14 | |
| No filing history on record for this holder in this stock. | ||||||