Towle & Co’s BorgWarner BWA Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$7.3M Sell
109,871
-27,482
-20% -$1.74M 2.47% 10
2026
Q1
$7.45M Sell
137,353
-86,404
-39% -$4.55M 2.89% 9
2025
Q4
$10.1M Sell
223,757
-10,730
-5% -$470K 2.67% 14
2025
Q3
$10.3M Buy
234,487
+207,650
+774% +$8.3M 2.6% 14
2025
Q2
$899K Buy
+26,837
New +$823K 0.21% 45

Other funds holding BWA

Towle & Co's BWA Position: Q2 2026 in Review

Towle & Co reduced its BorgWarner (BWA) stake by 20% in Q2 2026, selling an estimated $1.74M and leaving 109,871 shares worth $7.3M. The position accounts for 2.47% of the portfolio, ranked #10.

Towle & Co first reported a position in BWA in Q2 2025 and has held it in 5 quarters since. The position peaked at $10.3M in Q3 2025. 815 funds tracked by Wall St. Rank hold BWA as of Q2 2026.

  • Towle & Co held 109,871 shares of BorgWarner worth $7.3M as of Q2 2026.
  • Towle & Co sold 27,482 BorgWarner shares in Q2 2026, an estimated $1.74M.
  • BorgWarner made up 2.47% of Towle & Co's portfolio in Q2 2026, its #10 holding.
  • Towle & Co first reported a position in BorgWarner in Q2 2025 and has held it in 5 quarters since.
  • Towle & Co's BorgWarner position peaked at $10.3M in Q3 2025.
  • 815 funds tracked by Wall St. Rank held BorgWarner as of Q2 2026.

Based on Towle & Co's 13F filing for Q2 2026, filed 11 Aug 2026.