Position in THRM
as of Mar 31, 2026
· filed May 18, 2026
Position Value
$8,549,849
-$1,855,349 QoQ
Shares Held
307,770
+7.6% QoQ
Ownership
1.00%
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 17%
Shared 0%
None 83%
Common Shares in THRM Over Time
Shares Held
Position Value (USD)
Position in Auto Parts
Consumer Cyclical · as of Mar 31, 2026BANK OF AMERICA CORP /DE/ holds $2,651,431,683 across 46 Auto Parts names. THRM ranks #27 (0.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ORLY |
O Reilly Automotive Inc
|
9,281,044 | $856,733,169 | |
| 2 | AZO |
Autozone Inc
|
87,443 | $295,363,213 | |
| 3 | BWA |
Borgwarner Inc
|
3,774,056 | $204,780,277 | |
| 4 | GPC |
Genuine Parts Co
|
1,599,426 | $169,139,298 | |
| 5 | ALSN |
Allison Transmission Holdings Inc
|
1,100,162 | $128,784,961 | |
| 6 | MGA |
Magna International Inc
|
2,260,007 | $126,130,988 | |
| 7 | AUR |
Aurora Innovation, Inc.
|
30,036,169 | $123,749,015 | |
| 8 | APTV |
Aptiv PLC
|
1,747,647 | $121,356,604 |
All Filings in THRM
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $8,549,849 | 307,770 | Shares | Defined | 2026-05-18 | |
| 2025-12-31 | $10,405,198 | 286,093 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 | $6,085,769 | 178,678 | Shares | Defined | 2026-02-03 | |
| 2025-06-30 | $4,098,936 | 144,890 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $4,786,137 | 178,988 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $5,623,487 | 140,869 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $5,373,590 | 115,437 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $5,093,669 | 103,278 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $5,046,711 | 87,647 | Shares | Defined | 2024-05-15 | |
| 2023-12-31 | $5,433,919 | 103,780 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $8,176,437 | 150,690 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $7,761,760 | 137,352 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $7,721,854 | 127,803 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $8,813,297 | 134,987 | Shares | Defined | 2023-02-10 | |
| 2022-09-30 | $7,275,645 | 146,303 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $8,058,688 | 129,125 | Shares | Defined | 2022-08-12 | |
| 2022-03-31 | $10,048,182 | 137,571 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $10,977,727 | 126,326 | Shares | Defined | 2022-02-08 | |
| 2021-09-30 | $11,486,553 | 141,932 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $8,265,670 | 116,336 | Shares | Defined | 2021-09-13 | |
| 2021-03-31 | $10,899,502 | 147,072 | Shares | Defined | 2021-05-14 | |
| 2020-12-31 | $8,517,924 | 130,603 | Shares | Defined | 2021-02-10 | |
| 2020-09-30 | $6,412,995 | 156,797 | Shares | Defined | 2020-11-13 | |
| 2020-06-30 | $6,650,925 | 170,975 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $7,065,092 | 225,003 | Shares | Defined | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||