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LRI Investments, LLC

Position in BWA — Borgwarner Inc

CIK 2023325 PALM BEACH GARDENS, FL

Position in BWA

as of Jun 30, 2026 · filed Jul 14, 2026
Position Value
$17,263
+$4,296 QoQ
Shares Held
260
+8.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#702
of 815 holders
Holding Since
Mar 2024
10 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, 2026

LRI Investments, LLC holds $456,179 across 24 Auto Parts names. BWA ranks #6 (3.8% of the industry book) .

# Ticker Company Shares Value (USD) Open
6 BWA
Borgwarner Inc
This page
260 $17,263

All Filings in BWA

Export CSV
10 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $17,263 260
2026-03-31 $12,967 239
2025-12-31 $1,532 34
2025-09-30 $1,494 34
2025-06-30 $1,138 34
2025-03-31 $974 34
2024-12-31 $30,803 969
2024-09-30 $2,176 60
2024-06-30 $30,531 947
2024-03-31 $1,181 34