Position in THRM
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$976,295
+$579,570 QoQ
Shares Held
28,622
+100.4% QoQ
Ownership
0.093%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#85
of 254 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 99%
Shared 0%
None 1%
Common Shares in THRM Over Time
Shares Held
Position Value (USD)
Position in Auto Parts
Consumer Cyclical · as of Jun 30, 2026WELLS FARGO & COMPANY/MN holds $859,394,222 across 48 Auto Parts names. THRM ranks #30 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ORLY |
O Reilly Automotive Inc
|
3,563,525 | $328,165,015 | |
| 2 | AZO |
Autozone Inc
|
40,989 | $130,998,377 | |
| 3 | MOD |
Modine Manufacturing Co
|
359,999 | $96,126,931 | |
| 4 | GPC |
Genuine Parts Co
|
712,995 | $84,119,149 | |
| 5 | APTV |
Aptiv PLC
|
529,145 | $32,478,918 | |
| 6 | BWA |
Borgwarner Inc
|
473,480 | $31,439,070 | |
| 7 | ALSN |
Allison Transmission Holdings Inc
|
216,374 | $24,394,002 | |
| 8 | VGNT |
Versigent PLC
|
448,636 | $18,847,197 |
All Filings in THRM
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $976,295 | 28,622 | Shares | Defined | 2026-08-14 | |
| 2026-03-31 | $396,725 | 14,281 | Shares | Defined | 2026-05-11 | |
| 2025-12-31 | $1,361,146 | 37,425 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $881,914 | 25,893 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $616,324 | 21,786 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $451,905 | 16,900 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $2,796,474 | 70,052 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $3,381,483 | 72,642 | Shares | Defined | 2024-11-13 | |
| 2024-06-30 | $3,824,617 | 77,547 | Shares | Defined | 2024-08-13 | |
| 2024-03-31 | $4,501,833 | 78,184 | Shares | Defined | 2024-05-10 | |
| 2023-12-31 | $4,146,439 | 79,191 | Shares | Defined | 2024-02-09 | |
| 2023-09-30 | $4,579,162 | 84,393 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $5,323,240 | 94,200 | Shares | Defined | 2023-08-15 | |
| 2023-03-31 | $5,406,924 | 89,489 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $5,444,531 | 83,390 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $4,302,885 | 86,525 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $5,480,033 | 87,807 | Shares | Defined | 2022-08-12 | |
| 2022-03-31 | $8,442,034 | 115,581 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $9,796,670 | 112,735 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $10,903,777 | 134,731 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $17,394,601 | 244,822 | Shares | Defined | 2021-08-16 | |
| 2021-03-31 | $20,730,195 | 279,722 | Shares | Defined | 2021-05-13 | |
| 2020-12-31 | $25,256,182 | 387,246 | Shares | Defined | 2021-02-09 | |
| 2020-09-30 | $16,029,567 | 391,921 | Shares | Defined | 2020-11-05 | |
| 2020-06-30 | $16,042,825 | 412,412 | Shares | Defined | 2020-08-13 | |
| 2020-03-31 | $10,829,983 | 344,904 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||