SEC 13F Intelligence

Drum Hill Capital, LLC / BWA

Drum Hill Capital, LLC’s Borgwarner Inc Position

Does Drum Hill Capital, LLC own Borgwarner Inc (BWA)? Yes — 100.0K shares worth $5M (+4.98% of its 13F portfolio) as of Q1 2026, down from 101.7K shares the prior filed quarter.

Position Value
$5M
Q1 2026
Shares
100.0K
% of Portfolio
+4.98%
Quarters Held
6
currently held

Position History BWA

Reported value by quarter
Q4 ’24: $4MQ4 ’24Q1 ’25: $4MQ1 ’25Q2 ’25: $4MQ2 ’25Q3 ’25: $5MQ3 ’25Q4 ’25: $5MQ4 ’25Q1 ’26: $5MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 2026100.0K$5M+4.98%
Q4 2025101.7K$5M+4.76%
Q3 2025122.4K$5M+5.82%
Q2 2025122.5K$4M+4.53%
Q1 2025124.0K$4M+4.11%
Q4 2024123.8K$4M+4.89%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Drum Hill Capital, LLC’s full portfolio or all institutional holders of BWA.