Position in THRM
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$18,127,792
+$5,670,827 QoQ
Shares Held
531,451
+18.5% QoQ
Ownership
1.73%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#18
of 254 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 92%
Shared 0%
None 8%
Common Shares in THRM Over Time
Shares Held
Position Value (USD)
Position in Auto Parts
Consumer Cyclical · as of Jun 30, 2026MORGAN STANLEY holds $6,668,995,940 across 53 Auto Parts names. THRM ranks #27 (0.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AUR |
Aurora Innovation, Inc.
|
213,915,089 | $1,458,900,902 | |
| 2 | ORLY |
O Reilly Automotive Inc
|
15,461,213 | $1,423,823,095 | |
| 3 | AZO |
Autozone Inc
|
398,036 | $1,272,099,127 | |
| 4 | GPC |
Genuine Parts Co
|
2,145,716 | $253,151,566 | |
| 5 | MGA |
Magna International Inc
|
3,535,498 | $232,140,794 | |
| 6 | LKQ |
Lkq Corp
|
8,071,653 | $212,526,616 | |
| 7 | MOD |
Modine Manufacturing Co
|
776,527 | $207,348,236 | |
| 8 | DORM |
Dorman Products, Inc.
|
1,445,466 | $197,233,828 |
All Filings in THRM
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $18,127,792 | 531,451 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $12,456,965 | 448,415 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $17,680,291 | 486,123 | Shares | Defined | 2026-05-27 | |
| 2025-09-30 | $19,845,122 | 582,652 | Shares | Defined | 2026-05-27 | |
| 2025-06-30 | $17,238,508 | 609,350 | Shares | Defined | 2025-08-15 | |
| 2025-03-31 | $14,032,588 | 524,779 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $16,718,132 | 418,791 | Shares | Defined | 2025-05-15 | |
| 2024-09-30 | $18,783,387 | 403,510 | Shares | Defined | 2025-05-14 | |
| 2024-06-30 | $16,025,790 | 324,935 | Shares | Defined | 2025-05-14 | |
| 2024-03-31 | $24,204,150 | 420,357 | Shares | Defined | 2024-10-17 | |
| 2023-12-31 | $24,427,298 | 466,526 | Shares | Defined | 2024-08-16 | |
| 2023-09-30 | $18,053,708 | 332,726 | Shares | Defined | 2023-11-15 | |
| 2023-06-30 | $19,853,711 | 351,331 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $17,543,366 | 290,357 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $19,430,822 | 297,608 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $45,113,263 | 907,164 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $16,905,930 | 270,885 | Shares | Defined | 2022-10-27 | |
| 2022-03-31 | $14,079,041 | 192,758 | Shares | Defined | 2022-10-27 | |
| 2021-12-31 | $19,801,900 | 227,870 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $17,050,005 | 210,676 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $16,315,919 | 229,640 | Shares | Defined | 2021-08-23 | |
| 2021-03-31 | $10,981,766 | 148,182 | Shares | Defined | 2021-05-17 | |
| 2020-12-31 | $10,861,477 | 166,536 | Shares | Defined | 2021-02-16 | |
| 2020-09-30 | $6,169,804 | 150,851 | Shares | Defined | 2020-11-13 | |
| 2020-06-30 | $5,517,146 | 141,829 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $5,270,299 | 167,844 | Shares | Defined | 2020-05-26 | |
| No filing history on record for this holder in this stock. | ||||||