Bill Nygren - Oakmark Funds
Period:    Q1 2026
Portfolio date:    31 Mar 2026
No. of stocks:    156
Portfolio value:    $74,879,237,060
Holdings Activity Buys Sells    History
Holding/activity history for  BorgWarner Inc. (BWA)
← All BWA superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2026   Q1 222,073 0.02 Reduce 83.84% 0.07 $45.07–70.08 · VW $54.52i $12,049,681 SEC
2025   Q4 1,373,924 0.08 Reduce 33.46% 0.05 $40.50–46.39 · VW $43.66i $61,909,015 SEC
2025   Q3 2,064,746 0.15 Reduce 25.54% 0.04 $33.51–44.70 · VW $40.23i $90,766,234 SEC
2025   Q2 2,772,856 0.15 Reduce 76.46% 0.44 $24.40–34.31 · VW $30.86i $92,835,219 SEC
2025   Q1 11,778,269 0.57 Add 0.35% <0.01 $27.65–33.40 · VW $29.97i $337,447,396 SEC
2024   Q4 11,737,751 0.62 Reduce 0.86% <0.01 $31.26–36.33 · VW $33.68i $373,143,118 SEC
2024   Q3 11,839,353 0.71 Add 11.45% 0.07 $31.01–37.29 · VW $34.36i $429,650,138 SEC
2024   Q2 10,623,235 0.58 Add 0.20% <0.01 $31.72–38.23 · VW $34.30i $342,493,093 SEC
2024   Q1 10,601,892 0.60 Reduce 3.29% 0.02 $29.51–36.42 · VW $33.10i $368,309,729 SEC
2023   Q4 10,962,891 0.68 Add 8.95% 0.06 $31.63–40.76 · VW $35.40i $393,019,656 SEC
2023   Q3 10,062,663 0.79 Reduce 12.70% 0.12 $38.87–47.05 · VW $42.87i $406,229,714 SEC
2023   Q2 11,525,949 0.93 Reduce 4.01% 0.04 $37.00–43.66 · VW $41.11i $496,244,846 SEC
2023   Q1 12,007,780 1.01 Reduce 8.86% 0.08 $35.31–45.02 · VW $42.07i $519,103,952 SEC
2022   Q4 13,174,559 0.95 Reduce 0.37% <0.01 $27.68–38.20 · VW $34.24i $466,792,250 SEC
2022   Q3 13,224,067 0.79 Reduce 0.07% <0.01 $27.41–35.36 · VW $31.86i $365,524,000 SEC
2022   Q2 13,232,819 0.77 Add 15.68% 0.10 $28.68–35.78 · VW $32.88i $388,714,000 SEC
2022   Q1 11,438,857 0.63 Add 12.44% 0.07 $30.68–44.09 · VW $36.51i $391,701,000 SEC
2021   Q4 10,172,855 0.63 Add 85.87% 0.29 $36.43–43.24 · VW $39.69i $403,600,000 SEC
2021   Q3 5,473,134 0.33 Reduce 0.09% <0.01 $35.46–44.00 · VW $39.60i $208,181,000 SEC
2021   Q2 5,477,933 0.37 Reduce 5.84% 0.02 $39.28–48.90 · VW $43.94i $234,066,000 SEC
2021   Q1 5,817,713 0.41 Reduce 28.07% 0.15 $33.24–44.54 · VW $38.99i $237,420,000 SEC
2020   Q4 8,088,133 0.53 Add 8.27% 0.04 $30.19–37.18 · VW $33.27i $275,110,000 SEC
2020   Q3 7,470,010 0.62 Reduce 9.70% 0.06 $29.70–38.05 · VW $34.02i $254,743,000 SEC
2020   Q2 8,271,993 0.63 Reduce 15.33% 0.09 $18.62–33.54 · VW $27.03i $257,043,000 SEC
2020   Q1 9,770,121 0.58 Add 35.34% 0.15 $14.96–38.78 · VW $26.36i $209,593,000 SEC
2019   Q4 7,218,870 0.49 Reduce 4.25% 0.02 $29.83–41.02 · VW $36.99i $275,664,000 SEC
2019   Q3 7,538,995 0.47 Add 0.93% <0.01 $27.03–38.04 · VW $32.24i $243,425,000 SEC
2019   Q2 7,469,358 0.51 Add 0.44% <0.01 $30.27–39.42 · VW $34.98i $276,024,000 SEC
2019   Q1 7,436,607 0.46 Reduce 1.76% <0.01 $29.79–37.57 · VW $34.51i $251,444,000 SEC
2018   Q4 7,569,898 0.47 Add 29.82% 0.11 $28.57–38.71 · VW $34.13i $231,495,000 SEC
2018   Q3 5,831,005 0.35 Add 3.95% 0.01 $36.93–41.35 · VW $39.12i $219,587,000 SEC
2018   Q2 5,609,361 0.34 Reduce 0.07% <0.01 $37.90–47.84 · VW $42.61i $213,116,000 SEC
2018   Q1 5,613,195 0.42 Reduce 6.87% 0.03 $41.58–51.25 · VW $45.96i $248,196,000 SEC
2017   Q4 6,027,494 0.45 Reduce 7.96% 0.04 $44.26–49.17 · VW $46.68i $271,078,000 SEC
2017   Q3 6,548,578 0.51 Reduce 12.97% 0.07 $37.04–45.38 · VW $41.11i $295,320,000 SEC
2017   Q2 7,524,629 0.51 Reduce 0.08% <0.01 $33.05–39.66 · VW $36.75i $280,584,000 SEC
2017   Q1 7,530,422 0.51 Reduce 16.86% 0.10 $34.48–38.94 · VW $36.50i $277,021,000 SEC
2016   Q4 9,057,774 0.61 Reduce 1.59% <0.01 $29.13–36.95 · VW $32.07i $314,471,000 SEC
2016   Q3 9,203,921 0.57 Reduce 19.58% 0.12 $24.32–32.11 · VW $29.68i $285,030,000 SEC
2016   Q2 11,444,425 0.61 Add 18.47% 0.10 $24.23–35.39 · VW $29.62i $297,394,000 SEC
2016   Q1 9,660,405 0.62 Add 0.97% <0.01 $24.37–38.05 · VW $29.62i $326,549,000 SEC
2015   Q4 9,567,907 0.63 Add 7.26% 0.04 $34.80–42.82 · VW $37.73i $364,103,000 SEC
2015   Q3 8,920,564 0.59 Add 27.97% 0.13 $32.86–50.80 · VW $40.22i $326,590,000 SEC
2015   Q2 6,970,744 0.57 Reduce 0.03% <0.01 $49.89–55.19 · VW $52.35i $348,783,000 SEC
2015   Q1 6,972,675 0.60 Add 0.04% <0.01 $42.61–55.72 · VW $50.14i $371,221,000 SEC
2014   Q4 6,969,948 0.54 Add 3.37% 0.02 $44.21–51.84 · VW $48.90i $337,147,000 SEC
2014   Q3 6,742,976 0.53 Reduce 5.82% 0.04 $45.42–59.41 · VW $52.86i $312,278,000 SEC
2014   Q2 7,159,660 0.71 Reduce 6.06% 0.05 $51.27–58.56 · VW $55.11i $410,861,000 SEC
2014   Q1 7,621,785 0.76 Reduce 0.00% $44.74–55.49 · VW $50.85i $412,422,000 SEC
2013   Q4 7,621,876 0.69 $49.22 $375,122,000 SEC
2013   Q3 7,621,876 0.68 $44.63 $340,133,000 SEC
2013   Q2 7,621,876 0.62 Add 0.27% <0.01 $31.00–38.58 · VW $35.20i $289,007,000 SEC
2013   Q1 7,600,974 0.59 Add 0.11% <0.01 $31.26–35.26 · VW $33.14i $258,741,000 SEC
2012   Q4 7,592,795 0.59 Buy 0.59 $26.64–32.96 · VW $29.71i $239,347,000 SEC
Price snapshot:
Current price$63.64
Avg. buy price$34.03
+/- since buy87.00%
52-week low$33.82
52-week high$78.82