Position in XPEL
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$340,802
+$116,207 QoQ
Shares Held
7,700
+71.1% QoQ
Ownership
0.028%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2021
9 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in XPEL Over Time
Shares Held
Position Value (USD)
Derivatives in XPEL
reported options exposure · as of Dec 31, 2021CallValue
$648,660
CallShares
9,500
PutValue
$1,181,244
PutShares
17,300
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Auto Parts
Consumer Cyclical · as of Jun 30, 2026TWO SIGMA INVESTMENTS, LP holds $307,546,689 across 38 Auto Parts names.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MBLY |
Mobileye Global Inc.
|
10,216,964 | $98,900,211 | |
| 2 | AZO |
Autozone Inc
|
7,455 | $23,825,731 | |
| 3 | QS |
QuantumScape Corp
|
3,018,682 | $22,821,235 | |
| 4 | ORLY |
O Reilly Automotive Inc
|
197,174 | $18,157,753 | |
| 5 | DAN |
DANA Inc
|
645,035 | $17,551,402 | |
| 6 | MGA |
Magna International Inc
|
224,811 | $14,761,090 | |
| 7 | VGNT |
Versigent PLC
|
294,161 | $12,357,703 | |
| 8 | PLOW |
Douglas Dynamics, Inc
|
174,190 | $9,397,550 |
All Filings in XPEL
Export CSV
13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $340,802 | 7,700 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $224,595 | 4,500 | Shares | Sole | 2026-02-17 | |
| 2025-06-30 | $251,300 | 7,000 | Shares | Sole | 2025-08-14 | |
| 2024-09-30 | $264,557 | 6,100 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $209,804 | 5,900 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $205,276 | 3,800 | Shares | Sole | 2024-05-15 | |
| 2021-12-31 | $648,660 | 9,500 | Call | Sole | 2022-02-14 | |
| 2021-12-31 | $1,181,244 | 17,300 | Put | Sole | 2022-02-14 | |
| 2021-09-30 | $1,251,690 | 16,500 | Put | Sole | 2021-11-15 | |
| 2021-09-30 | $1,304,792 | 17,200 | Call | Sole | 2021-11-15 | |
| 2021-06-30 | $1,669,013 | 19,900 | Shares | Sole | 2021-08-16 | |
| 2021-06-30 | $855,474 | 10,200 | Call | Sole | 2021-08-16 | |
| 2021-06-30 | $998,053 | 11,900 | Put | Sole | 2021-08-16 | |
| No filing history on record for this holder in this stock. | ||||||