FULLER & THALER ASSET MANAGEMENT, INC.
Position in AAP — Advance Auto Parts Inc
CIK 1082327
SAN MATEO, CA
Position in AAP
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$149,224,844
+$39,627,048 QoQ
Shares Held
2,828,907
+1.4% QoQ
Ownership
4.69%
of shares outstanding
% of Portfolio
0.50%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 98.62452176759435.ToString("F0")%
Shared 0.ToString("F0")%
None 1.3754782324056607.ToString("F0")%
Common Shares in AAP Over Time
Shares Held
Position Value (USD)
Position in Auto Parts
Consumer Cyclical · as of Mar 31, 2026FULLER & THALER ASSET MANAGEMENT, INC. holds $1,748,561,019 across 11 Auto Parts names. AAP ranks #7 (8.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ALSN |
Allison Transmission Holdings Inc
|
3,394,635 | $397,375,973 | |
| 2 | LKQ |
Lkq Corp
|
9,942,144 | $292,000,769 | |
| 3 | MOD |
Modine Manufacturing Co
|
1,081,680 | $234,410,872 | |
| 4 | BWA |
Borgwarner Inc
|
4,122,005 | $223,659,991 | |
| 5 | GTX |
Garrett Motion Inc.
|
10,897,535 | $198,008,210 | |
| 6 | GNTX |
Gentex Corp
|
7,108,679 | $155,324,636 | |
| 7 | AAP |
Advance Auto Parts Inc
This page
|
2,828,907 | $149,224,844 | |
| 8 | ORLY |
O Reilly Automotive Inc
|
362,434 | $33,456,282 |
All Filings in AAP
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $149,224,844 | 2,828,907 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $109,597,796 | 2,788,748 | Shares | Sole | 2026-02-18 | |
| 2025-09-30 | $184,390,340 | 3,003,100 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $167,869,950 | 3,610,883 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $139,292,544 | 3,552,475 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $163,129,408 | 3,449,554 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $120,945,693 | 3,101,967 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $102,239,698 | 1,614,396 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $137,750,414 | 1,618,879 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $140,118,105 | 2,295,889 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $113,351,541 | 2,026,668 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $6,123,692 | 87,108 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $6,736,707 | 55,396 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $6,674,867 | 45,398 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $6,337,398 | 40,536 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $4,449,797 | 25,708 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $3,501,349 | 16,918 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $2,342,188 | 9,764 | Shares | Sole | 2022-02-09 | |
| 2021-09-30 | $1,975,890 | 9,459 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $1,560,910 | 7,609 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $1,014,883 | 5,531 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $757,780 | 4,811 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $340,002 | 2,215 | Shares | Sole | 2020-11-09 | |
| 2020-06-30 | $138,888 | 975 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $102,652 | 1,100 | Shares | Sole | 2020-05-06 | |
| No filing history on record for this holder in this stock. | ||||||