Dana Incorporated
US ˙ NYSE ˙ US2358252052

SecurityDAN / Dana Incorporated
InstitutionCwm, Llc
Latest Disclosed Ownership12,515 shares
Latest Disclosed Value $ 421,130
Cwm, Llc reports 2.60% increase in ownership of DAN / Dana Incorporated

On May 14, 2026 - Cwm, Llc filed a 13F-HR form disclosing ownership of 12,515 shares of Dana Incorporated (US:DAN) valued at $421,130 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 26, 2026 disclosing 12,198 shares of Dana Incorporated. The current value of the position is $457,423 USD.

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 DANA COM 235825205 12,515 317 2.60 421 0.0011
2026-01-26 2025-12-31 13F DANA COM 235825205 12,198 -758 -5.85 0 0.0008
2025-10-15 2025-09-30 13F DANA COM 235825205 12,956 1,252 10.70 0 0.0008
2025-07-25 2025-06-30 13F DANA COM 235825205 11,704 4,998 74.53 0 0.0007
2025-05-01 2025-03-31 13F DANA COM 235825205 6,706 2,739 69.04 0 0.0004
2025-02-04 2024-12-31 13F DANA COM 235825205 3,967 1,890 91.00 0 0.0002
2024-10-08 2024-09-30 13F DANA COM 235825205 2,077 -2,255 -52.05 0 0.0001
2024-07-10 2024-06-30 13F DANA COM 235825205 4,332 3,026 231.70 0 0.0002
2024-04-05 2024-03-31 13F DANA COM 235825205 1,306 116 9.75 0 0.0001
2024-02-01 2023-12-31 13F DANA COM 235825205 1,190 347 41.16 0 0.0001
2023-10-11 2023-09-30 13F DANA COM 235825205 843 -285 -25.27 0 0.0001
2023-08-03 2023-06-30 13F DANA COM 235825205 1,128 273 31.93 0 0.0001
2023-05-01 2023-03-31 13F DANA COM 235825205 855 89 11.62 0 0.0001
2023-02-01 2022-12-31 13F DANA COM 235825205 766 -79 -9.35 0 -100.00 0.0001
2022-10-27 2022-09-30 13F DANA COM 235825205 845 -188 -18.20 10 -33.33 0.0001
2022-07-28 2022-06-30 13F DANA COM 235825205 1,033 387 59.91 15 36.36 0.0001
2022-04-21 2022-03-31 13F DANA COM 235825205 646 444 219.80 11 120.00 0.0001
2022-01-31 2021-12-31 13F DANA COM 235825205 202 55 37.41 5 66.67 0.0000
2021-09-15 2021-06-30 13F/A-1 DANA COM 235825205 147 0 0.00 3 0.00 0.0000
2021-07-29 2021-06-30 13F DANA COM 235825205 147 0 3 0.0000
2021-09-15 2021-03-31 13F/A-1 DANA COM 235825205 147 0 0.00 3 0.00 0.0000
2021-04-27 2021-03-31 13F DANA COM 235825205 147 0 4 0.0000
2021-09-15 2020-12-31 13F/A-1 DANA COM 235825205 147 0 0.00 3 0.00 0.0000
2021-01-27 2020-12-31 13F DANA COM 235825205 147 0 3 0.0000
2021-09-15 2020-09-30 13F/A-1 DANA COM 235825205 147 0 0.00 3 0.00 0.0000
2020-10-19 2020-09-30 13F DANA COM 235825205 542 395 7 0.0001
2021-09-15 2020-06-30 13F/A-1 DANA COM 235825205 147 0 0.00 3 0.00 0.0000
2020-07-22 2020-06-30 13F DANA COM 235825205 659 512 8 0.0001
2021-09-15 2020-03-31 13F/A-1 DANA COM 235825205 147 0 0.00 3 0.00 0.0000
2020-04-28 2020-03-31 13F DANA COM 235825205 294 147 2 0.0000
2021-09-14 2019-12-31 13F/A-1 DANA COM 235825205 147 0 0.00 3 0.00 0.0000
2021-09-14 2019-09-30 13F/A-1 DANA COM 235825205 147 0 0.00 3 0.00 0.0000
2021-09-14 2019-06-30 13F/A-1 DANA COM 235825205 147 0 0.00 3 0.00 0.0000
2021-09-02 2019-03-31 13F/A-1 DANA COM 235825205 147 147 3 0.0000
2018-10-29 2018-09-30 13F DANA COM 235825205 0 -44 -100.00 0 -100.00
2018-07-31 2018-06-30 13F DANA COM 235825205 44 44 1 0.0000
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.