Chuck Royce's BWA Position Overview
Chuck Royce (via Royce & Associates Lp) currently holds 7,641 shares of BorgWarner Inc. (BWA) worth $344,303, representing 0.00% of the portfolio. First purchased in 2013-Q2, this medium-term investment has been held for 17 quarters.
Based on 13F filings, Chuck Royce has maintained a strategic position in BWA, demonstrating sustained confidence in this investment. Largest addition occurred in Q3 2013, adding 47,560 shares. Largest reduction occurred in Q4 2013, reducing 49,760 shares.
Analysis based on 13F filings available since 2013 Q2
Chuck Royce's BorgWarner (BWA) Holding Value Over Time
Track share changes against reported price movement
Quarterly BorgWarner (BWA) Trades by Chuck Royce
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q2 2025 | +7,641 | New Buy | 7,641 | $33.48 |
| Q3 2020 | -29 | Sold Out | 0 | $0.00 |
| Q1 2020 | +1 | Add 3.57% | 29 | $34.48 |
| Q4 2019 | +28 | New Buy | 28 | $35.71 |
| Q2 2016 | -28,500 | Sold Out | 0 | $0.00 |
| Q1 2016 | -12,300 | Reduce 30.15% | 28,500 | $38.39 |
| Q3 2015 | -12,800 | Reduce 23.88% | 40,800 | $41.59 |
| Q1 2015 | +34,600 | Add 182.11% | 53,600 | $60.49 |
| Q4 2014 | +19,000 | New Buy | 19,000 | $54.95 |
| Q4 2013 | -49,760 | Sold Out | 0 | $0.00 |
| Q3 2013 | +47,560 | Add 2161.82% | 49,760 | $50.70 |
| Q2 2013 | +2,200 | Add 0.00% | 2,200 | $43.18 |
Chuck Royce's BorgWarner Investment FAQs
Chuck Royce first purchased BorgWarner Inc. (BWA) in Q2 2013, acquiring 2,200 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Chuck Royce has held BorgWarner Inc. (BWA) for 17 quarters since Q2 2013.
Chuck Royce's largest addition to BorgWarner Inc. (BWA) was in Q3 2013, adding 49,760 shares worth $2.52 M.
According to the latest 13F filing for Q4 2025, Chuck Royce's firm, Royce & Associates Lp, owns 7,641 shares of BorgWarner Inc. (BWA), valued at approximately $344,303.
As of the Q4 2025 filing, BorgWarner Inc. (BWA) represents approximately 0.00% of Chuck Royce's publicly disclosed stock portfolio, making it one of their key holdings.
Chuck Royce's peak holding in BorgWarner Inc. (BWA) was 53,600 shares, as reported at the end of Q1 2015.