Position in THRM
as of Mar 31, 2026
· filed May 4, 2026
Position Value
$721,752
-$3,712,732 QoQ
Shares Held
25,981
-78.7% QoQ
Ownership
0.085%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 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, 2026ENVESTNET ASSET MANAGEMENT INC holds $838,555,728 across 27 Auto Parts names. THRM ranks #19 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ORLY |
O Reilly Automotive Inc
|
3,651,679 | $337,086,488 | |
| 2 | AZO |
Autozone Inc
|
64,123 | $216,593,386 | |
| 3 | MGA |
Magna International Inc
|
1,132,383 | $63,198,295 | |
| 4 | GPC |
Genuine Parts Co
|
526,500 | $55,677,375 | |
| 5 | APTV |
Aptiv PLC
|
533,004 | $37,011,797 | |
| 6 | LKQ |
Lkq Corp
|
954,723 | $28,040,214 | |
| 7 | ALSN |
Allison Transmission Holdings Inc
|
173,045 | $20,256,647 | |
| 8 | MOD |
Modine Manufacturing Co
|
83,271 | $18,045,658 |
All Filings in THRM
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $721,752 | 25,981 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $4,434,484 | 121,927 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $4,188,051 | 122,961 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $3,323,763 | 117,489 | Shares | Sole | 2025-08-01 | |
| 2025-03-31 | $3,571,020 | 133,546 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $5,673,350 | 142,118 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $8,139,733 | 174,860 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $8,264,453 | 167,568 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $9,579,411 | 166,367 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $8,227,902 | 157,141 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $9,190,613 | 169,381 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $4,214,063 | 74,572 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $4,318,036 | 71,467 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $4,427,053 | 67,806 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $3,395,464 | 68,278 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $4,258,483 | 68,234 | Shares | Sole | 2022-08-03 | |
| 2022-03-31 | $4,952,477 | 67,805 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $5,740,266 | 66,056 | Shares | Sole | 2022-02-04 | |
| 2021-09-30 | $4,504,159 | 55,655 | Shares | Sole | 2021-10-07 | |
| 2021-06-30 | $2,804,911 | 39,478 | Shares | Sole | 2021-08-04 | |
| 2021-03-31 | $1,193,245 | 16,101 | Shares | Sole | 2021-05-04 | |
| 2020-12-31 | $1,142,654 | 17,520 | Shares | Sole | 2021-02-02 | |
| 2020-09-30 | $736,690 | 18,012 | Shares | Sole | 2020-10-09 | |
| 2020-06-30 | $818,261 | 21,035 | Shares | Sole | 2020-07-08 | |
| 2020-03-31 | $510,218 | 16,249 | Shares | Sole | 2020-04-23 | |
| No filing history on record for this holder in this stock. | ||||||