Position in DAN
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$17,551,402
-$495,395 QoQ
Shares Held
645,035
+20.3% QoQ
Ownership
0.600%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#33
of 337 holders
Holding Since
Jun 2020
19 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in DAN Over Time
Shares Held
Position Value (USD)
Derivatives in DAN
reported options exposure · as of Jun 30, 2021CallValue
$0
CallShares
0
PutValue
$387,288
PutShares
16,300
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 Jun 30, 2026TWO SIGMA INVESTMENTS, LP holds $307,546,689 across 38 Auto Parts names. DAN ranks #5 (5.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MBLY |
Mobileye Global Inc.
|
10,216,964 | $98,900,211 | |
| 2 | AZO |
Autozone Inc
|
7,455 | $23,825,731 | |
| 3 | QS |
QuantumScape Corp
|
3,018,682 | $22,821,235 | |
| 4 | ORLY |
O Reilly Automotive Inc
|
197,174 | $18,157,753 | |
| 5 | DAN |
DANA Inc
This page
|
645,035 | $17,551,402 | |
| 6 | MGA |
Magna International Inc
|
224,811 | $14,761,090 | |
| 7 | VGNT |
Versigent PLC
|
294,161 | $12,357,703 | |
| 8 | PLOW |
Douglas Dynamics, Inc
|
174,190 | $9,397,550 |
All Filings in DAN
Export CSV
20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $17,551,402 | 645,035 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $18,046,797 | 536,309 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $1,736,095 | 73,068 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $2,482,334 | 123,869 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $371,211 | 21,645 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $924,675 | 69,368 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $1,559,790 | 134,930 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $1,164,440 | 110,269 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $1,461,284 | 120,568 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $7,516,279 | 591,833 | Shares | Sole | 2024-05-15 | |
| 2023-09-30 | $1,405,855 | 95,832 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $6,061,180 | 356,540 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $8,821,346 | 586,136 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $6,352,587 | 419,867 | Shares | Sole | 2023-02-14 | |
| 2021-12-31 | $590,079 | 25,858 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $6,991,811 | 314,380 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $387,288 | 16,300 | Put | Sole | 2021-08-16 | |
| 2021-06-30 | $4,725,412 | 198,881 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $236,025 | 9,701 | Shares | Sole | 2021-05-17 | |
| 2020-06-30 | $820,545 | 67,313 | Shares | Sole | 2020-08-14 | |
| No filing history on record for this holder in this stock. | ||||||