| Fund | Portfolio weight | Shares | Change vs prev. quarter |
|---|---|---|---|
| Atlantic Investment Management | 14.51% | 453,842 | ADDED (+40.5%) |
| Slate Path Capital | 2.25% | 2,650,115 | NEW |
| Viking Global Investors | 0.80% | 4,552,887 | NEW |
| Guinness Asset Management | 0.14% | 137,910 | ADDED (+1.8%) |
| Lyrical Asset Management | 0.13% | 164,113 | ADDED (+15.3%) |
Source: SEC Form 13F filings for the quarter ended Jun 30, 2026. Change labels compare each fund’s 2026 Q2 filing with its previous filing. 13F filings cover long positions only and arrive up to 45 days after quarter-end. Fund counts here aggregate every share class mapped to this ticker; research headlines cite filer counts as they stood at publication, so a count here can differ from a headline by a holder (see Methodology, "How holder counts are counted").
Exited this quarter: Causeway Capital Management.
Filing season: the Q3 2026 13F tracker follows every tracked fund’s filing for the quarter ended Sep 30, 2026, with its biggest buys and sells.
| Institutions holding | 660 of 8,857 filers |
| Long-only filers among them | 656 |
| Change vs 2026 Q1 | -29 net · 614 entered · 643 exited |
| Shares reported, all filers | 206,014,206 |
| Reported value, all filers | $12.6B |
Source: SEC Form 13F data sets — every filer's latest report for the quarter ended Jun 30, 2026, not just the tracked funds above; changes compare with the quarter ended Mar 31, 2026. Share counts and values are summed as reported in the filings (a small number of filers report values in thousands of dollars, so value totals are as-filed sums).
| Exchange | NYSE |
| Industry | Motor Vehicle Parts & Accessories (SIC 3714) |
| Revenue · FY2025 | $20.4B |
| Net income · FY2025 | $165.0M |
| Total assets · FY2025 | $23.4B |
| Shares outstanding | 207,633,331 |
| Market cap (at latest close) | $9.2B |
Source: SEC EDGAR company filings (submissions and company facts), collected Oct 7, 2026. Shares outstanding as reported Jul 31, 2026.
| Shares short · Sep 15, 2026 | 7,383,432 |
| Share of shares outstanding | 3.56% |
| Days to cover | 2.09 |
Shares short at recent settlements — Jun 30, 2026: 9.9M · Jul 15, 2026: 11.7M · Jul 31, 2026: 11.1M · Aug 14, 2026: 9.3M · Aug 31, 2026: 10.7M · Sep 15, 2026: 7.4M.
Source: FINRA Equity Short Interest (biweekly settlement data). Shares outstanding from SEC filings as of Jul 31, 2026.
4 insiders bought on the open market in the last 90 days (6 purchases, $8.3M), against 0 sales by 0 insiders ($0). Latest buy: Aug 13, 2026.
CEO/CFO bought$1M+ open-market buySource: SEC Form 4 filings, as of Oct 20, 2026. Open-market transactions only.
1 member of Congress reported buying (1 purchase vs 0 sales). Bought by Republicans. Latest buy: Jul 9, 2026.
Source: U.S. House Clerk and U.S. Senate eFD STOCK Act periodic transaction reports, as of Oct 3, 2026. Reported amounts are ranges, and reports can arrive up to 45 days after the trade.
Insiders
· Insider Cluster Buying — Last 90 days: 3 or more different insiders bought on the open market
· CEO & CFO Buying — Last 90 days: top executives (CEO/CFO) bought on the open market
· Large Insider Buys — Last 90 days: a single buy trade of $1M or more
· Insider Net Buying — Last 90 days: more insider buy transactions than sell transactions
Politicians
· Bought by Members — Last 6 months: bought by a member of the U.S. Congress
Key figures
· Insider Cluster Buying — Insiders buying: 4 · Buy txns: 6 · Buy value: $8.3M · Latest buy: Aug 13, 2026
· CEO & CFO Buying — Buy txns: 6 · Buy value: $8.3M · Insiders buying: 4 · Latest buy: Aug 13, 2026
· Large Insider Buys — Buy value: $8.3M · Buy txns: 6 · Insiders buying: 4 · Latest buy: Aug 13, 2026
· Insider Net Buying — Buy txns: 6 · Sell txns: 0 · Buy value: $8.3M · Latest buy: Aug 13, 2026
· Bought by Members — Members buying: 1 · Buy txns: 1 · Sell txns: 0 · Latest buy: Jul 9, 2026
Financial screens are computed from SEC company financial statements; red-flag models are screens, not verdicts — see Methodology.
| 13F signal (2021 Q3 – 2026 Q1) | Events | Win rate | Avg return | SPY | Excess |
|---|---|---|---|---|---|
| Heavy accumulation — 3+ tracked funds increased together | 1 | 100.0% | +7.7% | +2.9% | +4.8% |
Measured from SEC 13F filings: entry at the close on the first trading day after each quarter’s filing deadline, exit one quarter later on the same rule, dividend-adjusted closes. Past records do not guarantee future results — see Track Record and Methodology.
Also held by the tracked funds that hold APTV: UNION PACIFIC CORP (UNP) · AMAZON COM INC (AMZN) · MICROSOFT CORP (MSFT) · Alphabet Inc. (GOOGL) · Meta Platforms, Inc. (META) · TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD (TSM) · VISA INC. (V) · Apple Inc. (AAPL) · THERMO FISHER SCIENTIFIC INC. (TMO) · TEXAS INSTRUMENTS INC (TXN).
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