111 Capital

Position in BWA — Borgwarner Inc

CIK 2060412 PARIS, I0

Position in BWA

as of Jun 30, 2026 · filed Aug 5, 2026 Compact

Position Value

$260,155

-$84,992 QoQ

Shares Held

3,918

-38.4% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.05%

of 13F equity value

Holder Rank

#586

of 811 holders

Holding Since

Dec 2024

7 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Consumer Cyclical · as of Jun 30, 2026

111 Capital holds $3,732,982 across 6 Auto Parts names. BWA ranks #5 (7.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ORLY	O Reilly Automotive Inc	20,773	$1,912,985
2	ALSN	Allison Transmission Holdings Inc	5,740	$647,127
3	DAN	DANA Inc	13,455	$366,110
4	GNTX	Gentex Corp	13,120	$331,542
5	BWA	Borgwarner Inc This page	3,918	$260,155
6	LKQ	Lkq Corp	8,168	$215,063

7 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$260,155	3,918	-38.4%	Shares	Sole	2026-08-05
2026-03-31	$345,147	6,361	+39.1%	Shares	Sole	2026-05-11
2025-12-31	$206,104	4,574	-57.5%	Shares	Sole	2026-02-11
2025-09-30	$472,921	10,758	-59.0%	Shares	Sole	2025-11-12
2025-06-30	$877,510	26,210	+80.7%	Shares	Sole	2025-07-21
2025-03-31	$415,654	14,508	+123.4%	Shares	Sole	2025-05-15
2024-12-31	$206,444	6,494	—	Shares	Sole	2025-03-18
No filing history on record for this holder in this stock.