Joel Greenblatt's BWA Position Overview
Joel Greenblatt (via Gotham Asset Management, LLC) currently holds 877,736 shares of BorgWarner Inc. (BWA) worth $39.55 M, representing 0.14% of the portfolio. First purchased in 2013-Q2, this long-term strategic position has been held for 48 quarters.
Based on 13F filings since 2013, Joel Greenblatt has maintained a long-term strategic position in BWA, representing a significant commitment to this investment thesis. Largest addition occurred in Q4 2018, adding 294,034 shares. Largest reduction occurred in Q3 2017, reducing 349,624 shares.
Analysis based on 13F filings available since 2013 Q2
Joel Greenblatt's BorgWarner (BWA) Holding Value Over Time
Track share changes against reported price movement
Quarterly BorgWarner (BWA) Trades by Joel Greenblatt
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q4 2025 | +215,493 | Add 32.54% | 877,736 | $45.06 |
| Q3 2025 | -1,556 | Reduce 0.23% | 662,243 | $43.96 |
| Q2 2025 | +173,858 | Add 35.49% | 663,799 | $33.48 |
| Q1 2025 | +113,372 | Add 30.11% | 489,941 | $28.65 |
| Q4 2024 | +121,859 | Add 47.84% | 376,569 | $31.79 |
| Q3 2024 | -131,312 | Reduce 34.02% | 254,710 | $36.29 |
| Q2 2024 | -9,944 | Reduce 2.51% | 386,022 | $32.24 |
| Q1 2024 | +185,074 | Add 87.76% | 395,966 | $34.74 |
| Q4 2023 | -68,329 | Reduce 24.47% | 210,892 | $35.85 |
| Q3 2023 | +185,343 | Add 197.43% | 279,221 | $40.37 |
| Q2 2023 | -107,638 | Reduce 53.41% | 93,878 | $48.91 |
| Q1 2023 | +99,464 | Add 97.46% | 201,516 | $49.11 |
| Q4 2022 | -50,362 | Reduce 33.04% | 102,052 | $40.25 |
| Q3 2022 | +31,966 | Add 26.54% | 152,414 | $31.40 |
| Q2 2022 | +11,022 | Add 10.07% | 120,448 | $33.37 |
| Q1 2022 | +96,700 | Add 759.86% | 109,426 | $38.90 |
| Q4 2021 | +12,726 | New Buy | 12,726 | $45.10 |
| Q2 2021 | -22,838 | Sold Out | 0 | $0.00 |
| Q1 2021 | -162,375 | Reduce 87.67% | 22,838 | $46.37 |
| Q4 2020 | -21,873 | Reduce 10.56% | 185,213 | $38.64 |
| Q3 2020 | +16,808 | Add 8.83% | 207,086 | $38.74 |
| Q2 2020 | -184,979 | Reduce 49.29% | 190,278 | $35.30 |
| Q1 2020 | +36,023 | Add 10.62% | 375,257 | $24.37 |
| Q4 2019 | +165,647 | Add 95.43% | 339,234 | $43.38 |
| Q3 2019 | -30,321 | Reduce 14.87% | 173,587 | $36.68 |
| Q2 2019 | -250,789 | Reduce 55.16% | 203,908 | $41.98 |
| Q1 2019 | +43,067 | Add 10.46% | 454,697 | $38.41 |
| Q4 2018 | +294,034 | Add 250.04% | 411,630 | $34.74 |
| Q3 2018 | +29,719 | Add 33.82% | 117,596 | $42.78 |
| Q2 2018 | -156,070 | Reduce 63.98% | 87,877 | $43.16 |
| Q1 2018 | +154,387 | Add 172.38% | 243,947 | $50.23 |
| Q4 2017 | +30,428 | Add 51.46% | 89,560 | $51.09 |
| Q3 2017 | -349,624 | Reduce 85.53% | 59,132 | $51.22 |
| Q2 2017 | -32,727 | Reduce 7.41% | 408,756 | $42.36 |
| Q1 2017 | -65,712 | Reduce 12.96% | 441,483 | $41.79 |
| Q4 2016 | +221,387 | Add 77.46% | 507,195 | $39.44 |
| Q3 2016 | +126,192 | Add 79.06% | 285,808 | $35.18 |
| Q2 2016 | +159,616 | New Buy | 159,616 | $29.52 |
| Q4 2015 | -16,797 | Sold Out | 0 | $0.00 |
| Q3 2015 | +16,797 | New Buy | 16,797 | $41.61 |
| Q1 2015 | -183,279 | Sold Out | 0 | $0.00 |
| Q4 2014 | +174,898 | Add 2086.84% | 183,279 | $54.95 |
| Q3 2014 | +8,381 | New Buy | 8,381 | $52.62 |
| Q2 2014 | -31,702 | Sold Out | 0 | $0.00 |
| Q1 2014 | -7,344 | Reduce 18.81% | 31,702 | $61.48 |
| Q4 2013 | -28,010 | Reduce 41.77% | 39,046 | $55.91 |
| Q3 2013 | -68,702 | Reduce 50.61% | 67,056 | $50.69 |
| Q2 2013 | +135,760 | Add 0.00% | 135,758 | $43.08 |
Joel Greenblatt's BorgWarner Investment FAQs
Joel Greenblatt first purchased BorgWarner Inc. (BWA) in Q2 2013, acquiring 135,758 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Joel Greenblatt has held BorgWarner Inc. (BWA) for 48 quarters since Q2 2013.
Joel Greenblatt's largest addition to BorgWarner Inc. (BWA) was in Q4 2018, adding 411,630 shares worth $14.3 M.
According to the latest 13F filing for Q4 2025, Joel Greenblatt's firm, Gotham Asset Management, LLC, owns 877,736 shares of BorgWarner Inc. (BWA), valued at approximately $39.55 M.
As of the Q4 2025 filing, BorgWarner Inc. (BWA) represents approximately 0.14% of Joel Greenblatt's publicly disclosed stock portfolio, making it one of their key holdings.
Joel Greenblatt's peak holding in BorgWarner Inc. (BWA) was 877,736 shares, as reported at the end of Q4 2025.