Position in THRM
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$2,773,143
+$120,348 QoQ
Shares Held
81,300
-14.9% QoQ
Ownership
0.265%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#54
of 254 holders
Holding Since
Sep 2025
4 quarters on record
Voting authority
Sole 54%
Shared 0%
None 46%
Common Shares in THRM Over Time
Shares Held
Position Value (USD)
Position in Auto Parts
Consumer Cyclical · as of Jun 30, 2026JACOBS LEVY EQUITY MANAGEMENT, INC holds $221,375,545 across 14 Auto Parts names. THRM ranks #9 (1.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LEA |
Lear Corp
|
653,537 | $87,613,170 | |
| 2 | DAN |
DANA Inc
|
1,894,107 | $51,538,651 | |
| 3 | GT |
Goodyear Tire & Rubber Co /Oh/
|
3,781,301 | $24,956,586 | |
| 4 | ALV |
Autoliv Inc
|
191,128 | $22,203,339 | |
| 5 | STRT |
Strattec Security Corp
|
112,723 | $9,181,288 | |
| 6 | AZO |
Autozone Inc
|
2,322 | $7,420,972 | |
| 7 | CPS |
Cooper-Standard Holdings Inc.
|
215,568 | $5,831,114 | |
| 8 | ORLY |
O Reilly Automotive Inc
|
40,920 | $3,768,322 |
All Filings in THRM
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,773,143 | 81,300 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $2,652,795 | 95,493 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $3,311,052 | 91,038 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $1,226,534 | 36,011 | Shares | Sole | 2025-11-17 | |
| No filing history on record for this holder in this stock. | ||||||