John Rogers - Ariel Investments
Period:    Q1 2026
Portfolio date:    31 Mar 2026
No. of stocks:    106
Portfolio value:    $8,934,260,435
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 64,987 0.04 $54.26 $3,526,195 SEC
2025   Q4 64,987 0.03 $45.06 $2,928,314 SEC
2025   Q3 64,987 0.03 $43.96 $2,856,829 SEC
2025   Q2 64,987 0.02 Reduce 90.53% 0.21 $24.40–34.31 · VW $30.86i $2,175,765 SEC
2025   Q1 686,002 0.23 Reduce 31.51% 0.11 $27.65–33.40 · VW $29.97i $19,653,957 SEC
2024   Q4 1,001,643 0.34 Reduce 5.88% 0.02 $31.26–36.33 · VW $33.68i $31,842,231 SEC
2024   Q3 1,064,195 0.40 Add 14.90% 0.05 $31.01–37.29 · VW $34.36i $38,619,637 SEC
2024   Q2 926,171 0.33 Reduce 7.64% 0.03 $31.72–38.23 · VW $34.30i $29,859,753 SEC
2024   Q1 1,002,790 0.35 Reduce 14.95% 0.06 $29.51–36.42 · VW $33.10i $34,836,925 SEC
2023   Q4 1,179,001 0.43 Reduce 7.49% 0.04 $31.63–40.76 · VW $35.40i $42,267,185 SEC
2023   Q3 1,274,443 0.55 Reduce 16.00% 0.10 $38.87–47.05 · VW $42.87i $51,449,264 SEC
2023   Q2 1,517,263 0.63 Reduce 17.26% 0.13 $37.00–43.66 · VW $41.11i $65,325,125 SEC
2023   Q1 1,833,739 0.77 Reduce 4.15% 0.03 $35.31–45.02 · VW $42.07i $79,273,705 SEC
2022   Q4 1,913,143 0.69 Reduce 7.92% 0.05 $27.68–38.20 · VW $34.24i $67,785,226 SEC
2022   Q3 2,077,799 0.63 Reduce 2.98% 0.02 $27.41–35.36 · VW $31.86i $57,432,000 SEC
2022   Q2 2,141,650 0.63 Add 6.29% 0.04 $28.68–35.78 · VW $32.88i $62,910,000 SEC
2022   Q1 2,014,923 0.61 Add 2.42% 0.01 $30.68–44.09 · VW $36.51i $68,997,000 SEC
2021   Q4 1,967,383 0.66 Add 0.32% <0.01 $36.43–43.24 · VW $39.69i $78,055,000 SEC
2021   Q3 1,961,138 0.68 Add 10.05% 0.06 $35.46–44.00 · VW $39.60i $74,596,000 SEC
2021   Q2 1,782,112 0.72 Reduce 1.24% <0.01 $39.28–48.90 · VW $43.94i $76,148,000 SEC
2021   Q1 1,804,460 0.73 Reduce 8.81% 0.07 $33.24–44.54 · VW $38.99i $73,640,000 SEC
2020   Q4 1,978,867 0.76 Reduce 6.43% 0.07 $30.19–37.18 · VW $33.27i $67,309,000 SEC
2020   Q3 2,114,960 1.05 Reduce 10.73% 0.12 $29.70–38.05 · VW $34.02i $72,125,000 SEC
2020   Q2 2,369,167 1.12 Reduce 3.68% 0.03 $18.62–33.54 · VW $27.03i $73,619,000 SEC
2020   Q1 2,459,558 0.93 Add 8.92% 0.08 $14.96–38.78 · VW $26.36i $52,764,000 SEC
2019   Q4 2,258,231 1.08 Add 0.79% <0.01 $29.83–41.02 · VW $36.99i $86,234,000 SEC
2019   Q3 2,240,583 0.97 Add 0.42% <0.01 $27.03–38.04 · VW $32.24i $72,346,000 SEC
2019   Q2 2,231,171 1.04 Add 13.89% 0.13 $30.27–39.42 · VW $34.98i $82,451,000 SEC
2019   Q1 1,959,092 0.83 Reduce 0.60% <0.01 $29.79–37.57 · VW $34.51i $66,240,000 SEC
2018   Q4 1,970,879 0.85 Add 2.29% 0.02 $28.57–38.71 · VW $34.13i $60,271,000 SEC
2018   Q3 1,926,849 0.81 Reduce 0.04% <0.01 $36.93–41.35 · VW $39.12i $72,562,000 SEC
2018   Q2 1,927,606 0.84 Reduce 1.04% 0.01 $37.90–47.84 · VW $42.61i $73,235,000 SEC
2018   Q1 1,947,849 1.01 Add 7.81% 0.07 $41.58–51.25 · VW $45.96i $86,127,000 SEC
2017   Q4 1,806,759 0.94 Reduce 7.59% 0.08 $44.26–49.17 · VW $46.68i $81,256,000 SEC
2017   Q3 1,955,180 1.05 Reduce 0.38% <0.01 $37.04–45.38 · VW $41.11i $88,172,000 SEC
2017   Q2 1,962,543 0.89 Reduce 1.22% 0.01 $33.05–39.66 · VW $36.75i $73,181,000 SEC
2017   Q1 1,986,839 0.89 Reduce 0.21% <0.01 $34.48–38.94 · VW $36.50i $73,090,000 SEC
2016   Q4 1,991,082 0.85 Add 5.03% 0.04 $29.13–36.95 · VW $32.07i $69,127,000 SEC
2016   Q3 1,895,732 0.74 Add 25.78% 0.15 $24.32–32.11 · VW $29.68i $58,708,000 SEC
2016   Q2 1,507,149 0.51 Add 1062.11% 0.47 $24.23–35.39 · VW $29.62i $39,165,000 SEC
2016   Q1 129,691 0.06 Buy 0.06 $24.37–38.05 · VW $29.62i $4,384,000 SEC
Price snapshot:
Current price$63.64
Avg. buy price$31.06
+/- since buy104.92%
52-week low$33.82
52-week high$78.82