Scopus Asset Management’s BorgWarner BWA Stock Holding History

Scopus Asset Management’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
2026 Q2	$6.64M	Buy	+100,000	New	+$6.33M	0.09%	224
2020 Q4	–	Sell	-375,414	Closed	-$12.8M	–	325
2020 Q3	$12.8M	Buy	+375,414	New	+$12.9M	0.25%	124
2020 Q1	–	Sell	-355,461	Closed	-$13.6M	–	107
2019 Q4	$13.6M	Buy	+355,461	New	+$13M	0.44%	80
2017 Q4	–	Sell	-208,169	Closed	-$9.39M	–	298
2017 Q3	$9.39M	Buy	+208,169	New	+$8.5M	0.1%	192
2017 Q2	–	Sell	-113,600	Closed	-$4.18M	–	252
2017 Q1	$4.18M	Buy	+113,600	New	+$4.14M	0.06%	179
2014 Q4	–	Sell	-232,880	Closed	-$10.8M	–	178
2014 Q3	$10.8M	Buy	232,880 +17,040	+8%	+$934K	0.22%	101
2014 Q2	$12.4M	Buy	+215,840	New	+$11.9M	0.28%	96
2014 Q1	–	Sell	-480,017	Closed	-$23.6M	–	206
2013 Q4	$23.6M	Buy	+480,017	New	+$22.2M	0.55%	60
2013 Q3	–	Sell	-346,264	Closed	-$13.1M	–	184
2013 Q2	$13.1M	Buy	+346,264	New	+$12.2M	0.36%	64

Other funds holding BWA

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return

Scopus Asset Management's BWA Position: Q2 2026 in Review

Scopus Asset Management opened a new position in BorgWarner (BWA) in Q2 2026: 100,000 shares worth $6.64M. The stake represents 0.09% of the portfolio and ranks #224 among its holdings. This is a return to the name: Scopus Asset Management previously reported a position in BWA as recently as Q3 2020.

Scopus Asset Management first reported a position in BWA in Q2 2013 and has held it in 9 quarters since. The position peaked at $23.6M in Q4 2013. 816 funds tracked by Wall St. Rank hold BWA as of Q2 2026.

Scopus Asset Management held 100,000 shares of BorgWarner worth $6.64M as of Q2 2026.
BorgWarner was a new Scopus Asset Management position in Q2 2026.
BorgWarner made up 0.09% of Scopus Asset Management's portfolio in Q2 2026, its #224 holding.
Scopus Asset Management first reported a position in BorgWarner in Q2 2013 and has held it in 9 quarters since.
Scopus Asset Management's BorgWarner position peaked at $23.6M in Q4 2013.
816 funds tracked by Wall St. Rank held BorgWarner as of Q2 2026.

Based on Scopus Asset Management's 13F filing for Q2 2026, filed 14 Aug 2026.