NYSE · Consumer Discretionary

AUTOZONE, INC. AZO

AutoZone, Inc. operates as a retailer and distributor of automotive replacement parts and accessories in the United States, Mexico, and Brazil. The company offers a product line for cars, sport utility vehicles, vans, and light duty trucks, including new and remanufactured automotive hard parts, maintenance items, accessories, and non-automotive products.

Auto & Home Supply Stores

Company profile

Business mix

  • The company offers a product line for cars, sport utility vehicles, vans, and light duty trucks, including new and remanufactured automotive hard parts, maintenance items, accessories, and non-automotive products.
  • It also provides A/C compressors, batteries and accessories, bearings, belts and hoses, calipers, chassis, clutches, CV axles, engines, fuel pumps, fuses, ignition and lighting products, mufflers, radiators, starters and alternators, thermostats.
  • In addition, the company provides maintenance products, such as antifreeze and windshield washer fluids; brake drums, rotors, shoes, and pads; brake and power steering fluids, and oil and fuel additives; oil and transmission fluids.
  • Further, it offers air fresheners, cell phone accessories, drinks and snacks, floor mats and seat covers, interior and exterior accessories, mirrors, performance products, protectants and cleaners, sealants and adhesives, steering wheel covers, tools.

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 21.4 FCF N/A Buyback 1.63%
2026-06-07

Current firm holders

Firm Weight Value Filing period
Baillie Gifford legacy James Anderson 0.3% $271.2M 2026-03-31
Tweedy, Browne Company 1.5% $18.7M 2026-03-31

Recent trading changes over the last 1 quarters

Net buyers 1 Last 1 13F filing periods
Net reducers 3 Last 1 13F filing periods
Unchanged holders 0 Share count unchanged
Increase amount $3.3M Estimated from net added shares
Reduction amount $105.2M Estimated from net reduced shares
Net share change / base shares -25.1% -30,145 / 120,021
Dorsey Asset Management Pat Dorsey 1 filing periods
13F 2026-03-31 Filed 2026-05-15
Sold out Shares -100.0% 13F value change -$85.2M
Settlement As of 13F 2026-03-31 · Filed 2026-05-15
Base shares 25,121 Last 1 periods -25,121 (-100.0%) Total shares 0 Value $0
Baillie Gifford legacy James Anderson 1 filing periods
13F 2026-03-31 Filed 2026-05-08
Minor reduction Shares -6.8% 13F value change -$21.0M
Settlement As of 13F 2026-03-31 · Filed 2026-05-08
Base shares 86,142 Last 1 periods -5,855 (-6.8%) Total shares 80,287 Value $271.2M
Tweedy, Browne Company 1 filing periods
13F 2026-03-31 Filed 2026-05-06
Minor reduction Shares -1.1% 13F value change -$276,039
Settlement As of 13F 2026-03-31 · Filed 2026-05-06
Base shares 5,594 Last 1 periods -59 (-1.1%) Total shares 5,535 Value $18.7M
Gotham Asset Management Joel Greenblatt 1 filing periods
13F 2025-06-30 Filed 2025-08-14
Major increase Shares 28.1% 13F value change +$3.0M
Settlement As of 13F 2025-06-30 · Filed 2025-08-14
Base shares 3,164 Last 1 periods +890 (+28.1%) Total shares 4,054 Value $15.0M

Recent mentions

No public mentions.