Position in MLR
as of Jun 30, 2026
· filed Aug 17, 2026
Position Value
$2,311,366
+$394,941 QoQ
Shares Held
45,188
+7.4% QoQ
Ownership
0.398%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#38
of 147 holders
Holding Since
Sep 2025
3 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in MLR Over Time
Shares Held
Position Value (USD)
Position in Auto Parts
Consumer Cyclical · as of Jun 30, 2026Empowered Funds, LLC holds $251,421,336 across 35 Auto Parts names. MLR ranks #24 (0.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MOD |
Modine Manufacturing Co
|
132,490 | $35,377,477 | |
| 2 | ORLY |
O Reilly Automotive Inc
|
368,373 | $33,923,464 | |
| 3 | BWA |
Borgwarner Inc
|
279,723 | $18,573,605 | |
| 4 | PHIN |
Phinia Inc.
|
187,685 | $15,459,613 | |
| 5 | VC |
Visteon Corp
|
151,610 | $15,041,226 | |
| 6 | DAN |
DANA Inc
|
499,531 | $13,592,238 | |
| 7 | ALSN |
Allison Transmission Holdings Inc
|
120,174 | $13,548,414 | |
| 8 | HSAI |
Hesai Group
|
648,521 | $11,816,052 |
All Filings in MLR
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,311,366 | 45,188 | Shares | Other | 2026-08-17 | |
| 2026-03-31 | $1,916,425 | 42,073 | Shares | Other | 2026-05-15 | |
| 2025-09-30 | $1,125,333 | 27,841 | Shares | Other | 2025-11-13 | |
| No filing history on record for this holder in this stock. | ||||||