What smart money is saying about BorgWarner Inc.

BWA

No fund has written a full thesis on BorgWarner Inc. in our archive, but 4 fund letters report a position in it — most recently Distillate Capital in June 2026.

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Reported positions

Bought

Sold

Letters

Position history

Between Q2 2025 and Q2 2026, 4 fund letters reported a position in BorgWarner Inc. — 3 trimmed or exited.

Fund letters reporting a position in BorgWarner Inc., by quarter
Quarter	Letters	Sold
Q2 2026	1	1
Q1 2026	1	0
Q2 2025	2	2

Fund activity · 4 positions · 3 moves

TrimmedDistillate Capital
June 2026
Listed in Distillate Capital’s reported holdings.
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BorgWarner Inc.
HoldsHL Global Small Companies Equity
March 2026
Listed in HL Global Small Companies Equity’s reported holdings.
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BorgWarner Inc.
ExitedAriel Appreciation Fund
June 2025
“We also exited leading supplier of solutions for combustion, hybrid and electric vehicles BorgWarner, Inc. (BWA) to pursue more compelling opportunities.”
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BorgWarner Inc.
ExitedHarris Oakmark US Large Value Strategy
June 2025
“We eliminated the following position(s) during the period: • BorgWarner • CVS Health • Kroger”
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BorgWarner Inc.

Read the letters behind these BorgWarner Inc. positions

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