BorgWarner Inc.
MX ˙ BMV ˙ US0997241064
SecurityMX:BWA / BorgWarner Inc.
InstitutionGotham Asset Management, LLC
ManagerJoel Greenblatt
Latest Disclosed Ownership1,066,526 shares
Latest Disclosed Value $ 57,869,701
Gotham Asset Management, LLC reports 21.51% increase in ownership of BWA / BorgWarner Inc.

On May 15, 2026 - Gotham Asset Management, LLC filed a 13F-HR form disclosing ownership of 1,066,526 shares of BorgWarner Inc. (MX:BWA) valued at $57,869,701 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 17, 2026 disclosing 877,736 shares of BorgWarner Inc.. This represents a change in shares of 21.51% 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)
2026-05-15 2026-03-31 13F BORGWARNER COM 099724106 1,066,526 188,790 21.51 57,870 46.32 0.1772
2026-02-17 2025-12-31 13F BORGWARNER COM 099724106 877,736 215,493 32.54 39,551 35.85 0.1444
2025-11-14 2025-09-30 13F BORGWARNER COM 099724106 662,243 -1,556 -0.23 29,112 31.00 0.1267
2025-08-14 2025-06-30 13F BORGWARNER COM 099724106 663,799 173,858 35.49 22,224 58.33 0.1330
2025-05-15 2025-03-31 13F BORGWARNER COM 099724106 489,941 113,372 30.11 14,037 17.25 0.1171
2025-02-14 2024-12-31 13F BORGWARNER COM 099724106 376,569 121,859 47.84 11,971 29.51 0.1135
2024-11-14 2024-09-30 13F BORGWARNER COM 099724106 254,710 -131,312 -34.02 9,243 -25.73 0.0956
2024-08-14 2024-06-30 13F BORGWARNER COM 099724106 386,022 -9,944 -2.51 12,445 -9.52 0.1611
2024-05-15 2024-03-31 13F BORGWARNER COM 099724106 395,966 185,074 87.76 13,756 81.94 0.2077
2024-02-14 2023-12-31 13F BORGWARNER COM 099724106 210,892 -68,329 -24.47 7,560 -32.93 0.1403
2023-11-14 2023-09-30 13F BORGWARNER COM 099724106 279,221 185,343 197.43 11,272 145.52 0.2329
2023-08-14 2023-06-30 13F BORGWARNER COM 099724106 93,878 -107,638 -53.41 4,592 -53.61 0.0999
2023-05-15 2023-03-31 13F BORGWARNER COM 099724106 201,516 99,464 97.46 9,896 140.95 0.2399
2023-02-14 2022-12-31 13F BORGWARNER COM 099724106 102,052 -50,362 -33.04 4,108 -14.19 0.1156
2022-11-14 2022-09-30 13F BORGWARNER COM 099724106 152,414 31,966 26.54 4,786 19.08 0.1433
2022-08-15 2022-06-30 13F BORGWARNER COM 099724106 120,448 11,022 10.07 4,019 -5.59 0.1291
2022-05-16 2022-03-31 13F BORGWARNER COM 099724106 109,426 96,700 759.86 4,257 641.64 0.1318
2022-02-14 2021-12-31 13F BORGWARNER COM 099724106 12,726 12,726 574 0.0185
2021-08-16 2021-06-30 13F BORGWARNER COM 099724106 0 -22,838 -100.00 0 -100.00
2021-05-17 2021-03-31 13F BORGWARNER COM 099724106 22,838 -162,375 -87.67 1,059 -85.20 0.0472
2021-02-16 2020-12-31 13F BORGWARNER COM 099724106 185,213 -21,873 -10.56 7,157 -10.79 0.2367
2020-11-16 2020-09-30 13F BORGWARNER COM 099724106 207,086 16,808 8.83 8,023 19.44 0.2576
2020-08-13 2020-06-30 13F BORGWARNER COM 099724106 190,278 -184,979 -49.29 6,717 -26.55 0.2010
2020-05-15 2020-03-31 13F BORGWARNER COM 099724106 375,257 36,023 10.62 9,145 -37.86 0.2540
2020-02-14 2019-12-31 13F BORGWARNER COM 099724106 339,234 165,647 95.43 14,716 131.13 0.2702
2019-11-14 2019-09-30 13F BORGWARNER COM 099724106 173,587 -30,321 -14.87 6,367 -25.62 0.1125
2019-08-14 2019-06-30 13F BORGWARNER COM 099724106 203,908 -250,789 -55.16 8,560 -50.99 0.1366
2019-05-15 2019-03-31 13F BORGWARNER COM 099724106 454,697 43,067 10.46 17,465 22.13 0.2558
2019-02-14 2018-12-31 13F BORGWARNER COM 099724106 411,630 294,034 250.04 14,300 184.24 0.2222
2018-11-14 2018-09-30 13F BORGWARNER COM 099724106 117,596 29,719 33.82 5,031 32.64 0.0695
2018-08-14 2018-06-30 13F BORGWARNER COM 099724106 87,877 -156,070 -63.98 3,793 -69.04 0.0548
2018-05-15 2018-03-31 13F BORGWARNER COM 099724106 243,947 154,387 172.38 12,253 167.77 0.1714
2018-02-14 2017-12-31 13F BORGWARNER COM 099724106 89,560 30,428 51.46 4,576 51.07 0.0665
2017-11-14 2017-09-30 13F BORGWARNER COM 099724106 59,132 -349,624 -85.53 3,029 -82.51 0.0445
2017-08-14 2017-06-30 13F BORGWARNER COM 099724106 408,756 -32,727 -7.41 17,315 -6.15 0.2428
2017-05-15 2017-03-31 13F BORGWARNER COM 099724106 441,483 -65,712 -12.96 18,450 -7.77 0.2343
2017-02-14 2016-12-31 13F BORGWARNER COM 099724106 507,195 221,387 77.46 20,004 98.95 0.2575
2016-11-14 2016-09-30 13F BORGWARNER COM 099724106 285,808 126,192 79.06 10,055 113.39 0.1309
2016-08-15 2016-06-30 13F BORGWARNER COM 099724106 159,616 159,616 0.00 4,712 0.0565
2016-02-16 2015-12-31 13F BORGWARNER COM 099724106 0 -16,797 -100.00 0 -100.00
2015-11-16 2015-09-30 13F BORGWARNER COM 099724106 16,797 16,797 0.00 699 0.0068
2015-05-15 2015-03-31 13F BORGWARNER COM 099724106 0 -183,279 -100.00 0 -100.00
2015-02-17 2014-12-31 13F BORGWARNER COM 099724106 183,279 174,898 2,086.84 10,071 2,183.67 0.0815
2014-11-14 2014-09-30 13F BORGWARNER COM 099724106 8,381 8,381 0.00 441 0.0044
2014-08-14 2014-06-30 13F BORGWARNER COM 099724106 0 -31,702 -100.00 0 -100.00
2014-05-15 2014-03-31 13F BORGWARNER COM 099724106 31,702 -7,344 -18.81 1,949 -10.72 0.0293
2014-02-14 2013-12-31 13F BORGWARNER COM 099724106 39,046 5,518 16.46 2,183 -35.78 0.0520
2013-11-14 2013-09-30 13F BORGWARNER COM 099724106 33,528 -34,351 -50.61 3,399 -41.88 0.1104
2013-08-15 2013-06-30 13F/A-1 BORGWARNER COM 099724106 67,879 67,879 5,848 0.2507
2013-08-14 2013-06-30 13F BORGWARNER COM 099724106 67,879 5,848 0.2494
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.