BorgWarner Inc.
MX ˙ BMV ˙ US0997241064
SecurityMX:BWA / BorgWarner Inc.
InstitutionFortis Advisors, LLC
Latest Disclosed Ownership6,100 shares
Latest Disclosed Value $ 330,986
Fortis Advisors, LLC ownership in BWA / BorgWarner Inc.

On May 14, 2026 - Fortis Advisors, LLC filed a 13F-HR form disclosing ownership of 6,100 shares of BorgWarner Inc. (MX:BWA) valued at $330,986 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 10, 2026 disclosing 6,100 shares of BorgWarner Inc.. This represents a change in shares of 0.00% 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.

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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)
2026-05-14 2026-03-31 13F BORGWARNER COM 099724106 6,100 0 0.00 331 20.44 0.1658
2026-02-10 2025-12-31 13F BORGWARNER COM 099724106 6,100 0 0.00 275 2.24 0.1491
2025-11-10 2025-09-30 13F BORGWARNER COM 099724106 6,100 -3,300 -35.11 268 -14.65 0.1508
2025-07-23 2025-06-30 13F BORGWARNER COM 099724106 9,400 0 0.00 315 16.73 0.2015
2025-04-17 2025-03-31 13F BORGWARNER COM 099724106 9,400 1,650 21.29 269 9.35 0.1755
2025-01-14 2024-12-31 13F BORGWARNER COM 099724106 7,750 0 0.00 246 -12.46 0.1617
2024-11-07 2024-09-30 13F BORGWARNER COM 099724106 7,750 0 0.00 281 12.85 0.1824
2024-12-05 2024-06-30 13F/A-1 BORGWARNER INC COM Stock 099724106 7,750 0 0.00 250 -7.43 0.1761
2024-08-08 2024-06-30 13F BORGWARNER INC COM Stock 099724106 7,750 0 250 0.1660
2024-12-05 2024-03-31 13F/A-1 BORGWARNER INC COM Stock 099724106 7,750 0 0.00 269 -2.89 0.1803
2024-05-13 2024-03-31 13F BORGWARNER INC COM Stock 099724106 7,750 0 269 0.1705
2024-12-05 2023-12-31 13F/A-1 BORGWARNER INC COM Stock 099724106 7,750 0 0.00 278 -11.22 0.1981
2024-02-13 2023-12-31 13F BORGWARNER INC COM Stock 099724106 7,750 0 278 0.1885
2024-12-05 2023-09-30 13F/A-1 BORGWARNER INC COM Stock 099724106 7,750 600 8.39 313 -10.60 0.2353
2023-11-13 2023-09-30 13F BORGWARNER INC COM Stock 099724106 7,750 600 313 0.2215
2024-12-04 2023-06-30 13F/A-1 BORGWARNER INC COM Stock 099724106 7,150 0 0.00 350 -0.57 0.2501
2023-08-14 2023-06-30 13F BORGWARNER INC COM Stock 099724106 7,150 0 350 0.2350
2023-05-09 2023-03-31 13F BORGWARNER INC COM Stock 099724106 7,150 0 0.00 351 22.30 0.2294
2023-02-14 2022-12-31 13F BORGWARNER INC COM Stock 099724106 7,150 0 0.00 288 27.56 0.2192
2022-11-10 2022-09-30 13F BORGWARNER INC COM Stock 099724106 7,150 675 10.42 225 4.17 0.1606
2022-08-15 2022-06-30 13F BORGWARNER INC COM Stock 099724106 6,475 1,125 21.03 216 3.85 0.1431
2022-05-16 2022-03-31 13F BORGWARNER INC COM Stock 099724106 5,350 -1,675 -23.84 208 -34.38 0.1141
2022-02-14 2021-12-31 13F BORGWARNER INC COM Stock 099724106 7,025 5,350 319.40 317 340.28 0.1840
2021-11-23 2021-09-30 13F/A-1 BORGWARNER INC COM Stock 099724106 1,675 0 0.00 72 -11.11 0.0440
2021-11-12 2021-09-30 13F BORGWARNER INC COM Stock 099724106 1,675 0 72 0.0395
2021-08-16 2021-06-30 13F BORGWARNER INC COM Stock 099724106 1,675 0 0.00 81 3.85 0.0468
2021-05-13 2021-03-31 13F BORGWARNER INC COM Stock 099724106 1,675 0 0.00 78 20.00 0.0555
2021-02-11 2020-12-31 13F BORGWARNER INC COM Stock 099724106 1,675 0 0.00 65 0.00 0.0573
2020-11-13 2020-09-30 13F BORGWARNER INC COM Stock 099724106 1,675 -105 -5.90 65 3.17 0.0607
2020-08-13 2020-06-30 13F BORGWARNER INC COM Stock 099724106 1,780 -4,661 -72.36 63 -59.87 0.0624
2020-05-14 2020-03-31 13F BORGWARNER INC COM Stock 099724106 6,441 6,441 157 0.1052
2019-11-14 2019-09-30 13F BORGWARNER COM 099724106 0 -550 -100.00 0 -100.00
2019-08-12 2019-06-30 13F BORGWARNER COM 099724106 550 0 0.00 23 9.52 0.0112
2019-05-15 2019-03-31 13F BORGWARNER COM 099724106 550 -125 -18.52 21 -8.70 0.0110
2019-02-13 2018-12-31 13F BORGWARNER COM 099724106 675 0 0.00 23 -20.69 0.0139
2018-11-14 2018-09-30 13F BORGWARNER COM 099724106 675 0 0.00 29 0.00 0.0163
2018-08-14 2018-06-30 13F BORGWARNER COM 099724106 675 550 440.00 29 383.33 0.0167
2018-05-11 2018-03-31 13F BORGWARNER COM 099724106 125 0 0.00 6 0.00 0.0033
2018-02-14 2017-12-31 13F BORGWARNER COM 099724106 125 0 0.00 6 0.00 0.0037
2017-11-14 2017-09-30 13F BORGWARNER COM 099724106 125 125 6 0.0042
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.