Position in MBLY
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$13,710,093
+$10,171,378 QoQ
Shares Held
1,416,332
+175.0% QoQ
Ownership
0.561%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#29
of 293 holders
Holding Since
Dec 2022
15 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in MBLY Over Time
Shares Held
Position Value (USD)
Derivatives in MBLY
reported options exposure · as of Jun 30, 2026CallValue
$5,397,568
CallShares
557,600
PutValue
$10,942,272
PutShares
1,130,400
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, 2026JANE STREET GROUP, LLC holds $1,084,502,220 across 30 Auto Parts names. MBLY ranks #9 (1.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ORLY |
O Reilly Automotive Inc
|
6,215,262 | $572,363,477 | |
| 2 | MOD |
Modine Manufacturing Co
|
902,553 | $240,999,701 | |
| 3 | GTX |
Garrett Motion Inc.
|
1,903,770 | $68,973,586 | |
| 4 | ALSN |
Allison Transmission Holdings Inc
|
441,437 | $49,767,606 | |
| 5 | BWA |
Borgwarner Inc
|
671,536 | $44,589,989 | |
| 6 | LEA |
Lear Corp
|
257,481 | $34,517,902 | |
| 7 | LKQ |
Lkq Corp
|
823,464 | $21,681,807 | |
| 8 | DAN |
DANA Inc
|
505,917 | $13,766,000 |
All Filings in MBLY
Export CSV
30 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $13,710,093 | 1,416,332 | Shares | Defined | 2026-08-14 | |
| 2026-06-30 | $10,942,272 | 1,130,400 | Put | Defined | 2026-08-14 | |
| 2026-06-30 | $5,397,568 | 557,600 | Call | Defined | 2026-08-14 | |
| 2026-03-31 | $8,213,085 | 1,195,500 | Put | Defined | 2026-05-12 | |
| 2026-03-31 | $3,538,715 | 515,097 | Shares | Defined | 2026-05-12 | |
| 2026-03-31 | $4,064,292 | 591,600 | Call | Defined | 2026-05-12 | |
| 2025-12-31 | $1,812,384 | 173,600 | Call | Defined | 2026-02-12 | |
| 2025-12-31 | $7,549,998 | 723,180 | Shares | Defined | 2026-02-12 | |
| 2025-12-31 | $14,211,972 | 1,361,300 | Put | Defined | 2026-02-12 | |
| 2025-09-30 | $5,110,028 | 361,900 | Call | Defined | 2025-11-14 | |
| 2025-09-30 | $11,836,936 | 838,310 | Shares | Defined | 2025-11-14 | |
| 2025-09-30 | $17,007,540 | 1,204,500 | Put | Defined | 2025-11-14 | |
| 2025-06-30 | $7,880,634 | 438,300 | Put | Defined | 2025-08-14 | |
| 2025-06-30 | $15,007,906 | 834,700 | Call | Defined | 2025-08-14 | |
| 2025-03-31 | $1,550,462 | 107,671 | Shares | Defined | 2025-05-19 | |
| 2025-03-31 | $10,612,800 | 737,000 | Put | Defined | 2025-05-19 | |
| 2025-03-31 | $15,711,840 | 1,091,100 | Call | Defined | 2025-05-19 | |
| 2024-12-31 | $28,506,177 | 1,431,033 | Shares | Defined | 2025-02-14 | |
| 2024-12-31 | $18,722,808 | 939,900 | Call | Defined | 2025-02-14 | |
| 2024-12-31 | $58,186,320 | 2,921,000 | Put | Defined | 2025-02-14 | |
| 2024-09-30 | $4,094,956 | 298,902 | Shares | Defined | 2024-11-15 | |
| 2024-09-30 | $30,735,950 | 2,243,500 | Put | Defined | 2024-11-15 | |
| 2024-09-30 | $14,228,820 | 1,038,600 | Call | Defined | 2024-11-15 | |
| 2024-06-30 | $1,231,493 | 43,841 | Shares | Defined | 2024-08-15 | |
| 2024-03-31 | $3,182,334 | 98,984 | Shares | Defined | 2024-05-16 | |
| 2023-12-31 | $16,762,630 | 386,949 | Shares | Defined | 2024-02-15 | |
| 2023-09-30 | $15,247,727 | 366,973 | Shares | Defined | 2023-11-15 | |
| 2023-06-30 | $14,034,940 | 365,303 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $2,756,341 | 63,701 | Shares | Defined | 2023-05-16 | |
| 2022-12-31 | $7,517,460 | 214,417 | Shares | Defined | 2023-02-15 | |
| No filing history on record for this holder in this stock. | ||||||