NYSE · Consumer Discretionary

GENUINE PARTS CO GPC

Genuine Parts Company distributes automotive and industrial replacement parts. The company operates in three segments: North America Automotive Parts Group, International Automotive Parts Group, and Industrial Parts Group. It distributes automotive replacement parts, accessories, tools, equipment, and related solutions for hybrid and electric vehicles, trucks, buses, motorcycles, farm equipment, and heavy-duty equipment.

Automotive Aftermarket

Company profile

Business mix

  • The company operates in three segments: North America Automotive Parts Group, International Automotive Parts Group, and Industrial Parts Group.
  • It distributes automotive replacement parts, accessories, tools, equipment, and related solutions for hybrid and electric vehicles, trucks, buses, motorcycles, farm equipment, and heavy-duty equipment.
  • The company also offers replacement parts, including brakes, batteries, filters, engine components, and fluids.
  • In addition, it provides independent repair shops and auto care centers under the NAPA brand, and offers technical expertise and training programs to customers.

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 228.57 FCF 4.06% Buyback 0.35%
2026-06-07

Current firm holders

Firm Weight Value Filing period
Oakmark / Harris Associates Bill Nygren 0.6% $416.0M 2026-03-31
Baupost Group Seth Klarman 3.1% $157,604 2026-03-31

Recent trading changes over the last 4 quarters

Net buyers 2 Last 4 13F filing periods
Net reducers 0 Last 4 13F filing periods
Unchanged holders 2 Share count unchanged
Increase amount $117.9M Estimated from net added shares
Reduction amount $0 Estimated from net reduced shares
Net share change / base shares +92.3% +2,603,739 / 2,820,605
Oakmark / Harris Associates Bill Nygren 4 filing periods
13F 2025-06-30 Filed 2025-08-14
Minor increase Shares 3.1% 13F value change +$16.9M
13F 2025-09-30 Filed 2025-11-14
Minor increase Shares 0.1% 13F value change +$50.7M
13F 2025-12-31 Filed 2026-02-17
Major increase Shares 49.3% 13F value change +$130.9M
13F 2026-03-31 Filed 2026-05-15
Minor reduction Shares -9.5% 13F value change -$118.5M
Settlement As of 13F 2026-03-31 · Filed 2026-05-15
Base shares 2,820,605 Last 4 periods +1,113,391 (+39.5%) Total shares 3,933,996 Value $416.0M
Baupost Group Seth Klarman 3 filing periods
13F 2025-09-30 Filed 2025-11-13
New Shares - 13F value change +$193,347
13F 2025-12-31 Filed 2026-02-13
Minor increase Shares 6.5% 13F value change -$10,618
13F 2026-03-31 Filed 2026-05-14
Minor increase Shares 0.3% 13F value change -$25,125
Settlement As of 13F 2026-03-31 · Filed 2026-05-14
Base shares 0 Last 4 periods +1,490,348 (New) Total shares 1,490,348 Value $157,604
Duquesne Family Office Stanley Druckenmiller 2 filing periods
13F 2025-09-30 Filed 2025-11-14
New Shares - 13F value change +$19,984
13F 2025-12-31 Filed 2026-02-17
Sold out Shares -100.0% 13F value change -$19,984
Settlement As of 13F 2025-12-31 · Filed 2026-02-17
Base shares 0 Last 4 periods +0 (New) Total shares 0 Value $0
Sessa Capital 3 filing periods
13F 2025-03-31 Filed 2025-05-15
New Shares - 13F value change +$30.1M
13F 2025-06-30 Filed 2025-08-13
Unchanged Shares 0.0% 13F value change $0
13F 2025-09-30 Filed 2025-11-14
Sold out Shares -100.0% 13F value change -$30.6M
Settlement As of 13F 2025-09-30 · Filed 2025-11-14
Base shares 0 Last 4 periods +0 (New) Total shares 0 Value $0

Recent mentions

No public mentions.