Position in AZO
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$185,328,655
+$73,178,533 QoQ
Shares Held
54,867
+65.9% QoQ
Ownership
0.336%
of shares outstanding
% of Portfolio
0.17%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2020
22 quarters on record
Voting authority
Sole 99.45322324894745.ToString("F0")%
Shared 0.ToString("F0")%
None 0.5467767510525453.ToString("F0")%
Common Shares in AZO Over Time
Shares Held
Position Value (USD)
Derivatives in AZO
reported options exposure · as of Mar 31, 2026CallValue
$6,755,560
CallShares
2,000
PutValue
$337,778
PutShares
100
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Auto Parts
Consumer Cyclical · as of Mar 31, 2026TWO SIGMA INVESTMENTS, LP holds $814,757,491 across 40 Auto Parts names. AZO ranks #2 (22.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ORLY |
O Reilly Automotive Inc
|
2,851,180 | $263,192,425 | |
| 2 | AZO |
Autozone Inc
This page
|
54,867 | $185,328,655 | |
| 3 | QS |
QuantumScape Corp
|
12,580,529 | $80,263,775 | |
| 4 | MGA |
Magna International Inc
|
1,245,024 | $69,484,789 | |
| 5 | MBLY |
Mobileye Global Inc.
|
9,890,390 | $67,946,979 | |
| 6 | ALV |
Autoliv Inc
|
249,858 | $26,275,067 | |
| 7 | DAN |
DANA Inc
|
536,309 | $18,046,797 | |
| 8 | ADNT |
Adient plc
|
716,329 | $14,477,009 |
All Filings in AZO
Export CSV
34 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $185,328,655 | 54,867 | Shares | Sole | 2026-05-15 | |
| 2026-03-31 | $6,755,560 | 2,000 | Call | Sole | 2026-05-15 | |
| 2026-03-31 | $337,778 | 100 | Put | Sole | 2026-05-15 | |
| 2025-12-31 | $112,150,122 | 33,068 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $4,208,725 | 981 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $2,156,805 | 581 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $4,232,185 | 1,110 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $10,854,780 | 3,390 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $28,655,913 | 9,097 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $2,383,136 | 804 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $67,861,325 | 21,532 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $86,625,695 | 33,503 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $24,635,363 | 9,699 | Shares | Sole | 2023-11-14 | |
| 2023-03-31 | $12,288,291 | 4,999 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $18,770,095 | 7,611 | Shares | Sole | 2023-02-14 | |
| 2022-06-30 | $9,673,189 | 4,501 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $60,938,706 | 29,805 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $12,159,061 | 5,800 | Put | Sole | 2022-02-14 | |
| 2021-12-31 | $4,192,779 | 2,000 | Call | Sole | 2022-02-14 | |
| 2021-12-31 | $199,068,992 | 94,958 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $66,995,893 | 39,456 | Shares | Sole | 2021-11-15 | |
| 2021-09-30 | $10,867,136 | 6,400 | Put | Sole | 2021-11-15 | |
| 2021-09-30 | $11,885,930 | 7,000 | Call | Sole | 2021-11-15 | |
| 2021-06-30 | $4,476,660 | 3,000 | Put | Sole | 2021-08-16 | |
| 2021-06-30 | $1,492,220 | 1,000 | Call | Sole | 2021-08-16 | |
| 2021-06-30 | $19,155,628 | 12,837 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $3,932,040 | 2,800 | Put | Sole | 2021-05-17 | |
| 2021-03-31 | $150,882,204 | 107,443 | Shares | Sole | 2021-05-17 | |
| 2021-03-31 | $1,404,300 | 1,000 | Call | Sole | 2021-05-17 | |
| 2020-12-31 | $1,541,071 | 1,300 | Call | Sole | 2021-02-16 | |
| 2020-12-31 | $75,243,426 | 63,473 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $126,951,947 | 107,802 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $53,008,102 | 46,988 | Shares | Sole | 2020-08-14 | |
| 2020-06-30 | $564,060 | 500 | Put | Sole | 2020-08-14 | |
| No filing history on record for this holder in this stock. | ||||||