BorgWarner Inc.
MX ˙ BMV ˙ US0997241064
SecurityMX:BWA / BorgWarner Inc.
InstitutionSmartleaf Asset Management LLC
Latest Disclosed Ownership293 shares
Latest Disclosed Value $ 15,400
Smartleaf Asset Management LLC reports 21.58% increase in ownership of BWA / BorgWarner Inc.

On May 15, 2026 - Smartleaf Asset Management LLC filed a 13F-HR form disclosing ownership of 293 shares of BorgWarner Inc. (MX:BWA) valued at $15,400 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 13, 2026 disclosing 241 shares of BorgWarner Inc.. This represents a change in shares of 21.58% 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.

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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 293 52 21.58 15 36.36 0.0006
2026-02-13 2025-12-31 13F BORGWARNER COM 099724106 241 27 12.62 11 22.22 0.0004
2025-11-05 2025-09-30 13F BORGWARNER COM 099724106 214 39 22.29 9 80.00 0.0006
2025-08-14 2025-06-30 13F BORGWARNER COM 099724106 175 -297 -62.92 6 -61.54 0.0005
2025-05-14 2025-03-31 13F BORGWARNER COM 099724106 472 -1,209 -71.92 13 -75.47 0.0013
2025-02-05 2024-12-31 13F BORGWARNER COM 099724106 1,681 -1,677 -49.94 53 -56.91 0.0054
2024-11-13 2024-09-30 13F BORGWARNER COM 099724106 3,358 535 18.95 123 36.67 0.0150
2024-10-08 2024-06-30 13F/A-1 BORGWARNER COM 099724106 2,823 65 2.36 90 -5.26 0.0148
2024-08-13 2024-06-30 13F BORGWARNER COM 099724106 2,823 65 90 0.0148
2024-10-07 2024-03-31 13F/A-1 BORGWARNER COM 099724106 2,758 -92 -3.23 96 -6.86 0.0185
2024-05-03 2024-03-31 13F BORGWARNER COM 099724106 2,757 -93 92 0.0220
2024-02-12 2023-12-31 13F BORGWARNER COM 099724106 2,850 2,850 103 0.0274
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.