Position in SMP
as of Jun 30, 2026
· filed Aug 17, 2026
Position Value
$5,492,353
+$882,182 QoQ
Shares Held
140,938
+6.2% QoQ
Ownership
0.631%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#25
of 186 holders
Holding Since
Dec 2023
10 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in SMP 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. SMP ranks #16 (2.2% 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 SMP
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,492,353 | 140,938 | Shares | Other | 2026-08-17 | |
| 2026-03-31 | $4,610,171 | 132,705 | Shares | Other | 2026-05-15 | |
| 2025-09-30 | $5,060,292 | 123,966 | Shares | Other | 2025-11-13 | |
| 2025-06-30 | $3,623,055 | 117,938 | Shares | Other | 2025-08-11 | |
| 2025-03-31 | $2,842,917 | 114,036 | Shares | Other | 2025-05-16 | |
| 2024-12-31 | $3,428,990 | 110,684 | Shares | Other | 2025-01-28 | |
| 2024-09-30 | $3,497,387 | 105,343 | Shares | Other | 2024-11-06 | |
| 2024-06-30 | $2,772,528 | 99,983 | Shares | Other | 2024-07-30 | |
| 2024-03-31 | $3,112,869 | 92,783 | Shares | Other | 2024-05-06 | |
| 2023-12-31 | $2,723,760 | 68,419 | Shares | Other | 2024-02-14 | |
| No filing history on record for this holder in this stock. | ||||||