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K2 Principal Fund’s BorgWarner BWA Stock Holding History

K2 Principal Fund’s Portfolio BWA Stock Details BWA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q3 		– Sell
-22,720
Closed -$847K – 332
2017
Q2 		$847K Buy
+22,720
New +$824K 0.06% 220
2017
Q1 		– Sell
-118,144
Closed -$4.1M – 308
2016
Q4 		$4.1M Buy
118,144
+20,448
+21% +$659K 0.39% 69
2016
Q3 		$3.02M Buy
+97,696
New +$2.88M 0.34% 82

Other funds holding BWA

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return

K2 Principal Fund's BWA Position: Q2 2026 in Review

K2 Principal Fund opened a new position in BorgWarner (BWA) in Q2 2026: 101,430 shares worth $6.73M. The stake represents 0.49% of the portfolio and ranks #70 among its holdings. This is a return to the name: K2 Principal Fund previously reported a position in BWA as recently as Q3 2020.

K2 Principal Fund first reported a position in BWA in Q3 2016 and has held it in 4 quarters since. 816 funds tracked by Wall St. Rank hold BWA as of Q2 2026.

  • K2 Principal Fund held 101,430 shares of BorgWarner worth $6.73M as of Q2 2026.
  • BorgWarner was a new K2 Principal Fund position in Q2 2026.
  • BorgWarner made up 0.49% of K2 Principal Fund's portfolio in Q2 2026, its #70 holding.
  • K2 Principal Fund first reported a position in BorgWarner in Q3 2016 and has held it in 4 quarters since.
  • 816 funds tracked by Wall St. Rank held BorgWarner as of Q2 2026.

Based on K2 Principal Fund's 13F filing for Q2 2026, filed 7 Aug 2026.