BorgWarner Inc.
MX ˙ BMV ˙ US0997241064
SecurityMX:BWA / BorgWarner Inc.
InstitutionDean Capital Management
Latest Disclosed Ownership42,312 shares
Latest Disclosed Value $ 2,295,849
Dean Capital Management reports 31.58% decrease in ownership of BWA / BorgWarner Inc.

On May 15, 2026 - Dean Capital Management filed a 13F-HR form disclosing ownership of 42,312 shares of BorgWarner Inc. (MX:BWA) valued at $2,295,849 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 20, 2026 disclosing 61,846 shares of BorgWarner Inc.. This represents a change in shares of -31.58% during the quarter.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

Upgrade to unlock premium data and export to Excel .

Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-05-15 2026-03-31 13F BorgWarner CS 099724106 42,312 -19,534 -31.58 2,296 -17.62 0.9462
2026-02-20 2025-12-31 13F BorgWarner CS 099724106 61,846 1,915 3.20 2,787 5.77 1.1873
2025-11-14 2025-09-30 13F BorgWarner CS 099724106 59,931 0 0.00 2,635 31.31 1.0273
2025-08-14 2025-06-30 13F BorgWarner CS 099724106 59,931 3,208 5.66 2,006 23.45 0.8246
2025-05-16 2025-03-31 13F BorgWarner CS 099724106 56,723 1,278 2.30 1,625 -7.78 0.7080
2025-02-14 2024-12-31 13F BorgWarner CS 099724106 55,445 6,907 14.23 1,763 0.06 0.7505
2024-11-14 2024-09-30 13F BorgWarner CS 099724106 48,538 48,538 1,761 0.7478
2024-08-14 2024-06-30 13F BorgWarner CS 099724106 0 -48,538 -100.00 0 -100.00
2024-05-14 2024-03-31 13F BorgWarner CS 099724106 48,538 7,405 18.00 1,686 14.38 0.9811
2024-02-14 2023-12-31 13F BorgWarner CS 099724106 41,133 12,284 42.58 1,475 26.63 0.9106
2023-11-14 2023-09-30 13F BorgWarner CS 099724106 28,849 28,849 1,165 0.8720
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.