Position in MLR
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$527,969
+$289,561 QoQ
Shares Held
10,322
+97.2% QoQ
Ownership
0.091%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#74
of 147 holders
Holding Since
Mar 2020
26 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, 2026WELLS FARGO & COMPANY/MN holds $859,394,222 across 48 Auto Parts names. MLR ranks #33 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ORLY |
O Reilly Automotive Inc
|
3,563,525 | $328,165,015 | |
| 2 | AZO |
Autozone Inc
|
40,989 | $130,998,377 | |
| 3 | MOD |
Modine Manufacturing Co
|
359,999 | $96,126,931 | |
| 4 | GPC |
Genuine Parts Co
|
712,995 | $84,119,149 | |
| 5 | APTV |
Aptiv PLC
|
529,145 | $32,478,918 | |
| 6 | BWA |
Borgwarner Inc
|
473,480 | $31,439,070 | |
| 7 | ALSN |
Allison Transmission Holdings Inc
|
216,374 | $24,394,002 | |
| 8 | VGNT |
Versigent PLC
|
448,636 | $18,847,197 |
All Filings in MLR
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $527,969 | 10,322 | Shares | Defined | 2026-08-14 | |
| 2026-03-31 | $238,408 | 5,234 | Shares | Defined | 2026-05-11 | |
| 2025-12-31 | $1,147,109 | 30,696 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $1,126,464 | 27,869 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $1,170,853 | 26,335 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $1,159,115 | 27,357 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $1,723,542 | 26,370 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $1,348,893 | 22,113 | Shares | Defined | 2024-11-13 | |
| 2024-06-30 | $309,596 | 5,627 | Shares | Defined | 2024-08-13 | |
| 2024-03-31 | $236,722 | 4,725 | Shares | Defined | 2024-05-10 | |
| 2023-12-31 | $178,674 | 4,225 | Shares | Defined | 2024-02-09 | |
| 2023-09-30 | $145,272 | 3,705 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $180,683 | 5,094 | Shares | Defined | 2023-08-15 | |
| 2023-03-31 | $99,474 | 2,814 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $22,181 | 832 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $18,564 | 872 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $22,306 | 984 | Shares | Defined | 2022-08-12 | |
| 2022-03-31 | $234,008 | 8,310 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $435,334 | 13,034 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $5,743,534 | 168,729 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $6,334,575 | 160,613 | Shares | Defined | 2021-08-16 | |
| 2021-03-31 | $7,988,698 | 172,953 | Shares | Defined | 2021-05-13 | |
| 2020-12-31 | $10,558,570 | 277,711 | Shares | Defined | 2021-02-09 | |
| 2020-09-30 | $9,852,557 | 322,295 | Shares | Defined | 2020-11-05 | |
| 2020-06-30 | $9,642,679 | 323,906 | Shares | Defined | 2020-08-13 | |
| 2020-03-31 | $8,821,576 | 311,937 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||