Lodge Hill Capital’s BorgWarner BWA Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
Sell
2025
Q2
$10.8M Sell
2025
Q1
$15.1M Buy
2024
Q4
$13.7M Buy
2024
Q3
$14M Buy
2024
Q2
$3.22M Buy
2023
Q1
Sell
2022
Q4
$4.43M Sell
2022
Q3
$7.69M Buy
2022
Q2
$7.17M Buy
2022
Q1
$7.78M Sell
2021
Q4
$15.3M Sell
2021
Q3
$17.3M Buy
2021
Q2
$17.7M Buy