Position in THRM
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$748,134
+$138,836 QoQ
Shares Held
21,933
0.0% QoQ
Ownership
0.071%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#5
of 44 holders
Holding Since
Sep 2025
4 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 Jun 30, 2026Morningstar Investment Management LLC holds $12,475,285 across 8 Auto Parts names. THRM ranks #5 (6.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ORLY |
O Reilly Automotive Inc
|
54,821 | $5,048,465 | |
| 2 | AZO |
Autozone Inc
|
627 | $2,003,854 | |
| 3 | MGA |
Magna International Inc
|
28,379 | $1,863,365 | |
| 4 | BWA |
Borgwarner Inc
|
18,625 | $1,236,700 | |
| 5 | THRM |
Gentherm Inc
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|
21,933 | $748,134 | |
| 6 | ALV |
Autoliv Inc
|
5,160 | $599,437 | |
| 7 | GPC |
Genuine Parts Co
|
4,815 | $568,073 | |
| 8 | VC |
Visteon Corp
|
4,105 | $407,257 |
All Filings in THRM
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $748,134 | 21,933 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $609,298 | 21,933 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $330,021 | 9,074 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $309,060 | 9,074 | Shares | Sole | 2025-11-17 | |
| No filing history on record for this holder in this stock. | ||||||