BorgWarner Inc.
MX ˙ BMV ˙ US0997241064
SecurityMX:BWA / BorgWarner Inc.
InstitutionKendall Capital Management
Latest Disclosed Ownership57,090 shares
Latest Disclosed Value $ 3,097,703
Kendall Capital Management reports 16.40% increase in ownership of BWA / BorgWarner Inc.

On April 24, 2026 - Kendall Capital Management filed a 13F-HR form disclosing ownership of 57,090 shares of BorgWarner Inc. (MX:BWA) valued at $3,097,703 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 16, 2026 disclosing 49,045 shares of BorgWarner Inc.. This represents a change in shares of 16.40% 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)
2026-04-24 2026-03-31 13F BorgWarner COM 099724106 57,090 8,045 16.40 3,098 40.20 0.6348
2026-01-16 2025-12-31 13F BorgWarner COM 099724106 49,045 2,970 6.45 2,210 9.09 0.4623
2025-11-13 2025-09-30 13F BorgWarner COM 099724106 46,075 1,035 2.30 2,025 34.37 0.4566
2025-07-16 2025-06-30 13F BorgWarner COM 099724106 45,040 135 0.30 1,508 17.19 0.3988
2025-04-25 2025-03-31 13F BorgWarner COM 099724106 44,905 -2,285 -4.84 1,287 -14.27 0.3780
2025-02-07 2024-12-31 13F BorgWarner COM 099724106 47,190 20 0.04 1,500 -12.33 0.4390
2024-11-08 2024-09-30 13F BorgWarner COM 099724106 47,170 -120 -0.25 1,712 12.27 0.5285
2024-08-12 2024-06-30 13F Borgwarner COM 099724106 47,290 1,100 2.38 1,525 -4.99 0.5084
2024-05-10 2024-03-31 13F Borgwarner COM 099724106 46,190 -2,250 -4.64 1,605 -7.60 0.5521
2024-01-26 2023-12-31 13F Borgwarner COM 099724106 48,440 -565 -1.15 1,737 173,500.00 0.6746
2023-10-31 2023-09-30 13F Borgwarner COM 099724106 49,005 -3,785 -7.17 2 -50.00 0.8769
2023-07-28 2023-06-30 13F Borgwarner COM 099724106 52,790 -60 -0.11 3 0.00 1.1317
2023-05-11 2023-03-31 13F Borgwarner COM 099724106 52,850 -805 -1.50 3 0.00 1.2467
2023-01-30 2022-12-31 13F Borgwarner COM 099724106 53,655 -600 -1.11 2 -99.88 1.0914
2022-11-02 2022-09-30 13F Borgwarner COM 099724106 54,255 -495 -0.90 1,704 -6.73 0.9915
2022-07-29 2022-06-30 13F Borgwarner COM 099724106 54,750 -330 -0.60 1,827 -14.75 1.0062
2022-05-06 2022-03-31 13F Borgwarner COM 099724106 55,080 -1,140 -2.03 2,143 -15.43 1.0357
2022-01-28 2021-12-31 13F Borgwarner COM 099724106 56,220 -1,443 -2.50 2,534 1.69 1.2029
2021-11-05 2021-09-30 13F Borgwarner COM 099724106 57,663 -2,473 -4.11 2,492 -14.63 1.3474
2021-07-30 2021-06-30 13F Borgwarner COM 099724106 60,136 -25 -0.04 2,919 4.66 1.6412
2021-05-05 2021-03-31 13F Borgwarner COM 099724106 60,161 1,510 2.57 2,789 23.08 1.7256
2021-02-08 2020-12-31 13F Borgwarner COM 099724106 58,651 3,276 5.92 2,266 5.64 1.6529
2020-10-22 2020-09-30 13F Borgwarner COM 099724106 55,375 6,280 12.79 2,145 23.77 1.8659
2020-07-30 2020-06-30 13F Borgwarner COM 099724106 49,095 17,315 54.48 1,733 123.90 1.6597
2020-04-27 2020-03-31 13F Borgwarner COM 099724106 31,780 1,555 5.14 774 -40.96 0.8758
2020-01-24 2019-12-31 13F Borgwarner COM 099724106 30,225 2,645 9.59 1,311 29.55 1.0319
2019-11-12 2019-09-30 13F Borgwarner COM 099724106 27,580 5,465 24.71 1,012 9.05 0.8943
2019-08-09 2019-06-30 13F Borgwarner COM 099724106 22,115 2,545 13.00 928 23.40 0.8395
2019-05-08 2019-03-31 13F Borgwarner COM 099724106 19,570 5,610 40.19 752 55.05 0.7128
2019-02-13 2018-12-31 13F Borgwarner COM 099724106 13,960 3,205 29.80 485 5.43 0.5022
2018-10-29 2018-09-30 13F Borgwarner COM 099724106 10,755 5,075 89.35 460 87.76 0.3916
2018-07-27 2018-06-30 13F Borgwarner COM 099724106 5,680 745 15.10 245 -1.21 0.2164
2018-05-14 2018-03-31 13F Borgwarner COM 099724106 4,935 4,935 248 0.2150
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.