Position in THRM
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$2,267,625
+$1,137,173 QoQ
Shares Held
81,628
+162.6% QoQ
Ownership
0.266%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2022
10 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in THRM Over Time
Shares Held
Position Value (USD)
Position in Auto Parts
Consumer Cyclical · as of Mar 31, 2026TWO SIGMA INVESTMENTS, LP holds $814,757,491 across 40 Auto Parts names. THRM ranks #23 (0.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ORLY |
O Reilly Automotive Inc
|
2,851,180 | $263,192,425 | |
| 2 | AZO |
Autozone Inc
|
54,867 | $185,328,655 | |
| 3 | QS |
QuantumScape Corp
|
12,580,529 | $80,263,775 | |
| 4 | MGA |
Magna International Inc
|
1,245,024 | $69,484,789 | |
| 5 | MBLY |
Mobileye Global Inc.
|
9,890,390 | $67,946,979 | |
| 6 | ALV |
Autoliv Inc
|
249,858 | $26,275,067 | |
| 7 | DAN |
DANA Inc
|
536,309 | $18,046,797 | |
| 8 | ADNT |
Adient plc
|
716,329 | $14,477,009 |
All Filings in THRM
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $2,267,625 | 81,628 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $1,130,452 | 31,082 | Shares | Sole | 2026-02-17 | |
| 2024-09-30 | $251,370 | 5,400 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $687,126 | 13,932 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $5,588,657 | 97,059 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $5,181,022 | 98,950 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $5,442,332 | 100,301 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $3,059,394 | 54,139 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $693,742 | 11,482 | Shares | Sole | 2023-05-15 | |
| 2022-09-30 | $344,877 | 6,935 | Shares | Sole | 2022-11-14 | |
| No filing history on record for this holder in this stock. | ||||||