NYSE · Consumer Discretionary

Aptiv PLC APTV

Aptiv PLC, an industrial technology company, provides hardware and software solutions to support automotive and other industries in North America, Europe, the Middle East, Africa, the Asia Pacific, and South America. It operates through three segments: Advanced Safety and User Experience, Engineered Components, and Electrical Distribution Systems.

Auto Parts: O.E.M.

Company profile

Business mix

  • It operates through three segments: Advanced Safety and User Experience, Engineered Components, and Electrical Distribution Systems.
  • The company offers active safety, user experience and smart vehicle compute, and software products for vehicle safety and security, including intelligent sensors, compute platforms, and software tools and services.
  • It also provides connection systems, interconnects, and cable management and protection solutions for the distribution of power, signal, and data.
  • Aptiv PLC was incorporated in 2011 and is based in Schaffhausen, Switzerland.

Current key questions

  • Can consumer demand, pricing, traffic, and channel execution support growth in auto parts?
  • How do input costs, promotions, inventory, and brand strength affect margins?
  • Does management convert scale, store or digital reach, and capital allocation into higher per-share value?
Holders 2 Current sample portfolio
Public mentions 0 Videos / interviews / letters
Valuation snapshot
PE 40.7 FCF 7.51% Buyback 11.7%
2026-06-07

Current firm holders

Firm Weight Value Filing period
Gotham Asset Management Joel Greenblatt 0.1% $33.2M 2026-03-31
Lyrical Asset Management 0.1% $8.4M 2026-03-31

Recent trading changes over the last 3 quarters

Net buyers 3 Last 3 13F filing periods
Net reducers 2 Last 3 13F filing periods
Unchanged holders 0 Share count unchanged
Increase amount $18.3M Estimated from net added shares
Reduction amount $114.2M Estimated from net reduced shares
Net share change / base shares -51.4% -727,704 / 1,415,896
Bridgewater Associates Ray Dalio 2 filing periods
13F 2025-12-31 Filed 2026-02-13
Major increase Shares 71.6% 13F value change +$10.0M
13F 2026-03-31 Filed 2026-05-15
Major reduction Shares -97.7% 13F value change -$28.8M
Settlement As of 13F 2026-03-31 · Filed 2026-05-15
Base shares 225,541 Last 3 periods -216,814 (-96.1%) Total shares 8,727 Value $606,003
Gotham Asset Management Joel Greenblatt 1 filing periods
13F 2026-03-31 Filed 2026-05-15
Major increase Shares 42.6% 13F value change +$7.7M
Settlement As of 13F 2026-03-31 · Filed 2026-05-15
Base shares 335,257 Last 3 periods +142,678 (+42.6%) Total shares 477,935 Value $33.2M
Lyrical Asset Management 3 filing periods
13F 2025-09-30 Filed 2025-11-12
Minor increase Shares 4.4% 13F value change +$1.9M
13F 2025-12-31 Filed 2026-02-11
Minor increase Shares 9.4% 13F value change -$263,177
13F 2026-03-31 Filed 2026-05-11
Major increase Shares 45.3% 13F value change +$920,511
Settlement As of 13F 2026-03-31 · Filed 2026-05-11
Base shares 85,700 Last 3 periods +56,675 (+66.1%) Total shares 142,375 Value $8.4M
Ariel Investments John Rogers 3 filing periods
13F 2025-06-30 Filed 2025-08-14
Major increase Shares 80.2% 13F value change +$48.8M
13F 2025-09-30 Filed 2025-11-14
Major reduction Shares -17.0% 13F value change +$4.6M
13F 2025-12-31 Filed 2026-02-13
Sold out Shares -100.0% 13F value change -$99.2M
Settlement As of 13F 2025-12-31 · Filed 2026-02-13
Base shares 769,398 Last 3 periods -769,398 (-100.0%) Total shares 0 Value $0
Oakmark / Harris Associates Bill Nygren 3 filing periods
13F 2025-03-31 Filed 2025-05-15
New Shares - 13F value change +$187.7M
13F 2025-06-30 Filed 2025-08-14
Major reduction Shares -56.1% 13F value change -$93.2M
13F 2025-09-30 Filed 2025-11-14
Major reduction Shares -95.7% 13F value change -$89.4M
Settlement As of 13F 2025-09-30 · Filed 2025-11-14
Base shares 0 Last 3 periods +59,155 (New) Total shares 59,155 Value $5.1M

Recent mentions

No public mentions.