Position in SMP
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$6,280,483
+$839,157 QoQ
Shares Held
161,162
+2.9% QoQ
Ownership
0.721%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#24
of 186 holders
Holding Since
Mar 2021
12 quarters on record
Voting authority
Sole 99%
Shared 0%
None 1%
Common Shares in SMP 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. SMP ranks #12 (2.0% 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 SMP
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12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,280,483 | 161,162 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $5,441,326 | 156,630 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $1,479,932 | 40,161 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $261,248 | 6,400 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $247,234 | 8,048 | Shares | Sole | 2025-08-14 | |
| 2023-12-31 | $1,068,460 | 26,839 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $3,101,781 | 92,260 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $2,333,293 | 62,188 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $2,644,269 | 71,641 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $890,601 | 25,592 | Shares | Sole | 2023-02-14 | |
| 2021-06-30 | $1,420,622 | 32,771 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $2,669,810 | 64,209 | Shares | Sole | 2021-05-17 | |
| No filing history on record for this holder in this stock. | ||||||