Position in MBLY
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$2,835,475
-$404,712 QoQ
Shares Held
292,921
-37.9% QoQ
Ownership
0.116%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#71
of 293 holders
Holding Since
Jun 2023
13 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in MBLY Over Time
Shares Held
Position Value (USD)
Position in Auto Parts
Consumer Cyclical · as of Jun 30, 2026STIFEL FINANCIAL CORP holds $353,487,368 across 21 Auto Parts names. MBLY ranks #12 (0.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ORLY |
O Reilly Automotive Inc
|
2,215,941 | $204,066,002 | |
| 2 | GPC |
Genuine Parts Co
|
617,081 | $72,803,213 | |
| 3 | MOD |
Modine Manufacturing Co
|
64,544 | $17,234,537 | |
| 4 | AZO |
Autozone Inc
|
3,526 | $11,268,881 | |
| 5 | XPEL |
XPEL, Inc.
|
167,654 | $8,315,638 | |
| 6 | CPS |
Cooper-Standard Holdings Inc.
|
263,512 | $7,127,999 | |
| 7 | MGA |
Magna International Inc
|
69,410 | $4,557,460 | |
| 8 | LKQ |
Lkq Corp
|
158,553 | $4,174,698 |
All Filings in MBLY
Export CSV
13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,835,475 | 292,921 | Shares | Defined | 2026-08-12 | |
| 2026-03-31 | $3,240,187 | 471,643 | Shares | Defined | 2026-05-12 | |
| 2025-12-31 | $2,195,990 | 210,344 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $2,528,086 | 179,043 | Shares | Defined | 2025-11-12 | |
| 2025-06-30 | $1,813,840 | 100,881 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $1,466,553 | 101,844 | Shares | Defined | 2025-05-14 | |
| 2024-12-31 | $2,511,234 | 126,066 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $2,455,532 | 179,236 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $2,494,391 | 88,800 | Shares | Defined | 2024-08-13 | |
| 2024-03-31 | $4,073,275 | 126,696 | Shares | Defined | 2024-05-14 | |
| 2023-12-31 | $4,166,733 | 96,185 | Shares | Defined | 2024-02-12 | |
| 2023-09-30 | $2,203,561 | 53,034 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $794,525 | 20,680 | Shares | Defined | 2023-08-14 | |
| No filing history on record for this holder in this stock. | ||||||