Position in THRM
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$6,818,518
+$4,580,091 QoQ
Shares Held
199,898
+148.1% QoQ
Ownership
0.651%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#35
of 254 holders
Holding Since
Sep 2021
13 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, 2026FRANKLIN RESOURCES INC holds $703,314,844 across 32 Auto Parts names. THRM ranks #13 (1.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ORLY |
O Reilly Automotive Inc
|
2,316,499 | $213,326,387 | |
| 2 | AZO |
Autozone Inc
|
41,590 | $132,919,139 | |
| 3 | MOD |
Modine Manufacturing Co
|
312,203 | $83,364,442 | |
| 4 | APTV |
Aptiv PLC
|
941,069 | $57,762,810 | |
| 5 | MGA |
Magna International Inc
|
811,893 | $53,308,892 | |
| 6 | BWA |
Borgwarner Inc
|
372,661 | $24,744,688 | |
| 7 | LEA |
Lear Corp
|
147,398 | $19,760,173 | |
| 8 | ALSN |
Allison Transmission Holdings Inc
|
163,826 | $18,469,741 |
All Filings in THRM
Export CSV
13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,818,518 | 199,898 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $2,238,427 | 80,577 | Shares | Defined | 2026-05-13 | |
| 2025-12-31 | $752,239 | 20,683 | Shares | Defined | 2026-02-11 | |
| 2025-09-30 | $434,160 | 12,747 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $365,306 | 12,913 | Shares | Defined | 2025-08-12 | |
| 2025-03-31 | $319,808 | 11,960 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $392,971 | 9,844 | Shares | Defined | 2025-02-12 | |
| 2024-09-30 | $377,052 | 8,100 | Shares | Defined | 2024-11-27 | |
| 2024-06-30 | $1,062,992 | 21,553 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $441,464 | 7,667 | Shares | Defined | 2024-05-13 | |
| 2022-03-31 | $476,877 | 6,529 | Shares | Defined | 2022-05-13 | |
| 2021-12-31 | $565,718 | 6,510 | Shares | Defined | 2022-02-11 | |
| 2021-09-30 | $523,212 | 6,465 | Shares | Defined | 2021-11-12 | |
| No filing history on record for this holder in this stock. | ||||||