Position in THRM
as of Jun 30, 2026
· filed Jul 14, 2026
Position Value
$932,635
+$528,075 QoQ
Shares Held
27,342
+87.7% QoQ
Ownership
0.089%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#3
of 44 holders
Holding Since
Dec 2022
9 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, 2026Y-Intercept (Hong Kong) Ltd holds $50,965,367 across 20 Auto Parts names. THRM ranks #16 (1.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ORLY |
O Reilly Automotive Inc
|
121,225 | $11,163,610 | |
| 2 | MOD |
Modine Manufacturing Co
|
30,517 | $8,148,649 | |
| 3 | DAN |
DANA Inc
|
161,287 | $4,388,619 | |
| 4 | ALSN |
Allison Transmission Holdings Inc
|
29,409 | $3,315,570 | |
| 5 | APTV |
Aptiv PLC
|
47,917 | $2,941,145 | |
| 6 | ADNT |
Adient plc
|
144,311 | $2,652,436 | |
| 7 | VC |
Visteon Corp
|
25,200 | $2,500,092 | |
| 8 | LEA |
Lear Corp
|
18,211 | $2,441,366 |
All Filings in THRM
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $932,635 | 27,342 | Shares | Sole | 2026-07-14 | |
| 2026-03-31 | $404,560 | 14,563 | Shares | Sole | 2026-04-27 | |
| 2025-09-30 | $1,337,570 | 39,271 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $1,513,034 | 53,483 | Shares | Sole | 2025-08-01 | |
| 2025-03-31 | $917,636 | 34,317 | Shares | Sole | 2025-05-06 | |
| 2023-09-30 | $349,705 | 6,445 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $707,335 | 12,517 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $443,966 | 7,348 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $208,928 | 3,200 | Shares | Sole | 2023-02-14 | |
| No filing history on record for this holder in this stock. | ||||||