Position in MLR
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$1,241,001
-$2,609,386 QoQ
Shares Held
24,262
-71.3% QoQ
Ownership
0.214%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#53
of 147 holders
Holding Since
Jun 2020
21 quarters on record
Voting authority
Sole 97%
Shared 0%
None 3%
Common Shares in MLR Over Time
Shares Held
Position Value (USD)
Position in Auto Parts
Consumer Cyclical · as of Jun 30, 2026TWO SIGMA INVESTMENTS, LP holds $307,546,689 across 38 Auto Parts names. MLR ranks #31 (0.4% 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
|
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 MLR
Export CSV
21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,241,001 | 24,262 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $3,850,387 | 84,531 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $1,360,081 | 36,395 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $1,267,409 | 31,356 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $2,002,611 | 45,043 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $3,274,692 | 77,288 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $871,902 | 13,340 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $283,589 | 4,649 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $344,040 | 6,253 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $1,350,846 | 26,963 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $700,660 | 16,568 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $999,188 | 25,483 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $1,098,399 | 30,967 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $917,827 | 25,964 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $558,313 | 20,942 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $638,891 | 30,009 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $1,283,122 | 56,600 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $1,031,979 | 36,647 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $335,770 | 10,053 | Shares | Sole | 2022-02-14 | |
| 2021-03-31 | $443,516 | 9,602 | Shares | Sole | 2021-05-17 | |
| 2020-06-30 | $304,904 | 10,242 | Shares | Sole | 2020-08-14 | |
| No filing history on record for this holder in this stock. | ||||||