Part of the weekly research here at The Acquirer’s Multiple features some of the top picks from our Stock Screeners and some top investors who are holding these same picks in their portfolios. Investors such as Warren Buffett, Joel Greenblatt, Carl Icahn, Jim Simons, Prem Watsa, Jeremy Grantham, Seth Klarman, Ray Dalio, and Howard Marks. The top investor data is provided from their latest 13F’s. This week we’ll take a look at:
BorgWarner Inc (NYSE: BWA)
BorgWarner is a Tier I auto-parts supplier that has two operating segments. The engine group makes turbochargers, emissions system components, timing chains, and other items that enhance fuel efficiency and reduce emissions. Engine group products have averaged about 70% of sales. Drivetrain group produces transmission and four-wheel-drive/all-wheel-drive system components that facilitate the distribution of engine torque to the wheels. Wet dual-clutch products enable more fuel-efficient automotive transmissions.
A quick look at the price chart below for BorgWarner shows us that the stock is down 25% in the past twelve months. We currently have the stock trading on an Acquirer’s Multiple of 7.34 which means that it remains undervalued.
(Source: Morningstar)
Superinvestors who currently hold positions in BorgWarner include:
John Rogers – 1,734,929 total shares
Mario Gabelli – 673,600 total shares
Ken Griffin – 664,267 total shares
Joel Greeenblatt – 411,630 total shares
Cliff Asness – 217,253 total shares
Ray Dalio – 213,419 total shares
Jeremy Grantham – 178,445 total shares
Jim Simons – 8,000 total shares
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