Position in BWA
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$98,794,435
+$30,103,446 QoQ
Shares Held
1,487,868
+17.5% QoQ
Ownership
0.731%
of shares outstanding
% of Portfolio
0.18%
of 13F equity value
Holder Rank
#35
of 811 holders
Holding Since
Mar 2020
20 quarters on record
Voting authority
Sole 95%
Shared 0%
None 5%
Common Shares in BWA Over Time
Shares Held
Position Value (USD)
Position in Auto Parts
Consumer Cyclical · as of Jun 30, 2026ROYAL LONDON ASSET MANAGEMENT LTD holds $203,680,198 across 8 Auto Parts names. BWA ranks #1 (48.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BWA |
Borgwarner Inc
This page
|
1,487,868 | $98,794,435 | |
| 2 | ORLY |
O Reilly Automotive Inc
|
371,911 | $34,249,283 | |
| 3 | LEA |
Lear Corp
|
188,941 | $25,329,430 | |
| 4 | AZO |
Autozone Inc
|
7,149 | $22,847,774 | |
| 5 | GPC |
Genuine Parts Co
|
102,590 | $12,103,568 | |
| 6 | APTV |
Aptiv PLC
|
133,715 | $8,207,426 | |
| 7 | VGNT |
Versigent PLC
|
44,648 | $1,875,662 | |
| 8 | MGA |
Magna International Inc
|
4,152 | $272,620 |
All Filings in BWA
Export CSV
20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $98,794,435 | 1,487,868 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $68,690,989 | 1,265,960 | Shares | Sole | 2026-05-01 | |
| 2024-06-30 | $2,934,549 | 91,022 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $3,181,002 | 91,566 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $3,293,611 | 91,872 | Shares | Sole | 2024-03-01 | |
| 2023-09-30 | $3,486,756 | 86,370 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $4,138,081 | 84,606 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $3,985,862 | 81,162 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $3,141,307 | 78,045 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $2,466,654 | 78,556 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $2,791,133 | 83,642 | Shares | Sole | 2022-09-06 | |
| 2022-03-31 | $3,722,345 | 95,690 | Shares | Sole | 2022-09-06 | |
| 2021-12-31 | $3,529,341 | 78,308 | Shares | Sole | 2022-10-18 | |
| 2021-09-30 | $3,383,691 | 78,308 | Shares | Sole | 2022-10-18 | |
| 2021-06-30 | $3,876,115 | 79,854 | Shares | Sole | 2022-10-18 | |
| 2021-03-31 | $3,702,035 | 79,854 | Shares | Sole | 2022-10-17 | |
| 2020-12-31 | $2,839,500 | 73,486 | Shares | Sole | 2021-01-29 | |
| 2020-09-30 | $2,917,237 | 75,303 | Shares | Sole | 2020-11-04 | |
| 2020-06-30 | $2,682,831 | 76,001 | Shares | Sole | 2020-07-31 | |
| 2020-03-31 | $1,966,394 | 80,689 | Shares | Sole | 2020-05-01 | |
| No filing history on record for this holder in this stock. | ||||||