Position in BWA
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$620,508
+$361,774 QoQ
Shares Held
9,345
+62.7% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.24%
of 13F equity value
Holder Rank
#442
of 815 holders
Holding Since
Dec 2025
2 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, 2026VARCOV Co. holds $2,932,269 across 6 Auto Parts names. BWA ranks #2 (21.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SLDP |
Solid Power, Inc.
|
437,615 | $1,133,422 | |
| 2 | BWA |
Borgwarner Inc
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|
9,345 | $620,508 | |
| 3 | GPC |
Genuine Parts Co
|
3,051 | $359,956 | |
| 4 | QS |
QuantumScape Corp
|
45,045 | $340,540 | |
| 5 | AUR |
Aurora Innovation, Inc.
|
35,569 | $242,580 | |
| 6 | GT |
Goodyear Tire & Rubber Co /Oh/
|
35,646 | $235,263 |
All Filings in BWA
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2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $620,508 | 9,345 | Shares | Sole | 2026-08-14 | |
| 2025-12-31 | $258,734 | 5,742 | Shares | Sole | 2026-02-17 | |
| No filing history on record for this holder in this stock. | ||||||