Position in THRM
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$38,702,161
+$6,107,887 QoQ
Shares Held
1,134,628
-3.3% QoQ
Ownership
3.70%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
#10
of 254 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 99%
Shared 0%
None 1%
Common Shares in THRM Over Time
Shares Held
Position Value (USD)
Position in Auto Parts
Consumer Cyclical · as of Jun 30, 2026FULLER & THALER ASSET MANAGEMENT, INC. holds $2,130,064,605 across 12 Auto Parts names. THRM ranks #11 (1.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GTX |
Garrett Motion Inc.
|
11,379,209 | $412,268,742 | |
| 2 | LKQ |
Lkq Corp
|
12,041,227 | $317,045,506 | |
| 3 | MOD |
Modine Manufacturing Co
|
1,116,729 | $298,188,977 | |
| 4 | ALSN |
Allison Transmission Holdings Inc
|
2,622,104 | $295,616,004 | |
| 5 | BWA |
Borgwarner Inc
|
3,720,883 | $247,066,631 | |
| 6 | GNTX |
Gentex Corp
|
8,112,203 | $204,995,369 | |
| 7 | AAP |
Advance Auto Parts Inc
|
2,228,408 | $138,651,545 | |
| 8 | LEA |
Lear Corp
|
597,380 | $80,084,762 |
All Filings in THRM
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $38,702,161 | 1,134,628 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $32,594,274 | 1,173,300 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $44,273,346 | 1,217,304 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $45,427,967 | 1,333,763 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $37,772,638 | 1,335,194 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $24,238,339 | 906,445 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $36,316,780 | 909,739 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $42,635,889 | 915,916 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $46,103,990 | 934,793 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $54,152,377 | 940,472 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $47,802,847 | 912,965 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $51,359,423 | 946,543 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $54,314,077 | 961,141 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $58,088,513 | 961,412 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $62,943,020 | 964,053 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $45,042,151 | 905,734 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $55,503,771 | 889,341 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $69,847,348 | 956,289 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $87,426,527 | 1,006,059 | Shares | Sole | 2022-02-09 | |
| 2021-09-30 | $104,434,661 | 1,290,432 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $94,198,161 | 1,325,801 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $100,033,085 | 1,349,792 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $91,171,820 | 1,397,912 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $72,174,103 | 1,764,648 | Shares | Sole | 2020-11-09 | |
| 2020-06-30 | $72,102,317 | 1,853,530 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $60,006,185 | 1,911,025 | Shares | Sole | 2020-05-06 | |
| No filing history on record for this holder in this stock. | ||||||