TwinBeech Capital’s BorgWarner BWA Stock Holding History

TwinBeech Capital’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
2025 Q4	–	Sell	-8,858	Closed	-$389K	–	617
2025 Q3	$389K	Sell	8,858 -23,234	-72%	-$929K	0.02%	426
2025 Q2	$1.07M	Buy	+32,092	New	+$984K	0.02%	407
2025 Q1	–	Sell	-13,724	Closed	-$436K	–	726
2024 Q4	$436K	Buy	+13,724	New	+$467K	0.01%	470
2024 Q3	–	Sell	-347,555	Closed	-$11.2M	–	685
2024 Q2	$11.2M	Buy	347,555 +231,212	+199%	+$8.01M	0.22%	132
2024 Q1	$4.04M	Sell	116,343 -385,074	-77%	-$12.6M	0.08%	242
2023 Q4	$18M	Buy	+501,417	New	+$17.9M	0.29%	101
2023 Q3	–	Sell	-212,193	Closed	-$9.14M	–	651
2023 Q2	$9.14M	Buy	+212,193	New	+$8.73M	0.18%	158
2022 Q1	–	Sell	-149,879	Closed	-$5.95M	–	513
2021 Q4	$5.95M	Buy	+149,879	New	+$6.02M	0.34%	91
2021 Q2	–	Sell	-57,709	Closed	-$2.35M	–	457
2021 Q1	$2.35M	Buy	+57,709	New	+$2.25M	0.34%	90

Other funds holding BWA

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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

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

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

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

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

EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

TwinBeech Capital's BWA Position: Q4 2025 in Review

TwinBeech Capital sold out of BorgWarner (BWA) in Q4 2025, closing a stake of 8,858 shares — an estimated $389K sold.

TwinBeech Capital first reported a position in BWA in Q1 2021 and held it in 9 quarters. The position peaked at $18M in Q4 2023. 671 funds tracked by Wall St. Rank hold BWA as of Q4 2025.

TwinBeech Capital reported no remaining BorgWarner position as of Q4 2025 after selling out during the quarter.
TwinBeech Capital sold 8,858 BorgWarner shares in Q4 2025, an estimated $389K.
TwinBeech Capital first reported a position in BorgWarner in Q1 2021 and held it in 9 quarters.
TwinBeech Capital's BorgWarner position peaked at $18M in Q4 2023.
671 funds tracked by Wall St. Rank held BorgWarner as of Q4 2025.

Based on TwinBeech Capital's 13F filing for Q4 2025, filed 17 Feb 2026.