Sector: consumerauto
52-week range: 40.5078.82
BorgWarner supplies powertrain and propulsion components for combustion, hybrid, and electric vehicles, including turbochargers, drivetrain systems, and electric-vehicle motors and electronics.
6 tracked filer(s) hold this · 2 opened, 1 added, 3 trimmed in 30-JUN-2026
Aggregate 13FScore 56 — mean of 6 scored holder(s) · buyers (new/add) avg 57. Higher = the smart money in this name has the better track record.
| Filer | 13FScore | This quarter | Shares | Value | % of their book |
|---|
| Paul Tudor Jones / Tudor | 63 | New buy | 4,300 | $285,520 | 0.0% |
| George Soros / Soros Fund Mgmt | 33 | New buy | 19,400 | $1,288,160 | 0.0% |
| Steve Cohen / Point72 | 76 | Added +23813% | 2,152,141 | $142,902,162 | 0.2% |
| Bridgewater | 56 | Trimmed -4% | 623,455 | $41,397,412 | 0.2% |
| Ancora | 40 | Trimmed -72% | 262 | $17,399 | 0.0% |
| Bill Nygren / Oakmark (Harris Associates) | 70 | Trimmed -13% | 193,743 | $12,864,535 | 0.0% |
Beyond 13F — activists, insiders, politicians & research
| Filed | Insider | Role | Shares | Value | |
|---|
| 2026-08-20 | Kalathur Rajesh | director | 7,407 | $500,664 | Form 4 |
Watching · 1 mention(s), 0 personal-position post(s) · first 2026-07-05 · last 2026-07-05
All 1 tweet(s) mentioning this ticker
| Date | Tweet |
|---|
| 2026-07-05T13:38:44 | Looks like there's a high power cylindrical cell / BBU cell shortage (aka: bottleneck):
- Samsung SDI supplies the cells to Simplo, which assembles them into BBUs for $META to $AMZN.
- As demand from data centers has increased, production of Samsung SDI's cylindrical cells has also risen sharply.
… → · 862 likes · 384,242 views |
| Report | Date | Stance |
|---|
| #83 — Market Memo: Tariff-ied | 2025-02-03 | SHORT |