Motor Vehicle Parts & Accessories

27 US-listed companies SEC classification 3714 · all industries

How much this is one bet

21% of the closest matches for a typical Motor Vehicle Parts & Accessories company are other Motor Vehicle Parts & Accessories companies. That is low, which means the label is doing less work than it looks like: these companies are classified together but do not move together.

How the industry moves

Companies 27
Traded per day $1.3B
Median volatility 43.3%
Median beta vs SPY 1.21
Rate sensitivity -0.24
Volatility sensitivity -0.37

Measured from one year of daily returns. Rate sensitivity is the median correlation between a company's daily return and the daily change in the 10-year Treasury yield: positive means the industry tends to rise on days yields rise. It is a correlation, not a forecast, and a low number over one year is a statement about this year.

On the public record

Shares sold short 130.3M
Median days to cover 6.7
Insider purchases 13
Insider sales 56
Congressional trades 35
Institutions’ reported value $86.07B
Combined revenue as filed $174.63B

The companiesall of them

TickerCompanyTraded per dayBetaDays to cover
MOD Modine Manufacturing Company $252.0M 2.83 2.3
APTV Aptiv PLC Ordinary Shares $148.4M 1.23 1.9
BWA BorgWarner Inc. $141.4M 1.39 4.6
ALSN Allison Transmission Holdings, Inc. $87.4M 1.10 3.4
ALV Autoliv, Inc. $77.8M 1.01 9.1
MGA Magna International, Inc. $75.6M 1.21 6.7
GTX Garrett Motion Inc. $75.3M 1.55 1.7
LEA Lear Corporation $68.1M 0.95 3.9
GNTX Gentex Corporation $53.7M 0.70 6.7
VC Visteon Corporation $45.4M 1.09 9.8
PATK Patrick Industries, Inc. $43.7M 0.74 10.4
DAN Dana Incorporated $41.1M 1.44 3.6
LCII LCI Industries $34.3M 0.84 7.9
DORM Dorman Products, Inc. $31.0M 0.71 10.3
ATMU Atmus Filtration Technologies Inc. $30.3M 1.26 7.3
AEVA Aeva Technologies, Inc. $24.3M 3.80 4.1
PHIN PHINIA Inc. $23.7M 0.97 12.5
DCH Dauch Corporation $18.3M 2.39 8.8
THRM Gentherm Inc $17.5M 1.18 7.5
ADNT Adient plc Ordinary Shares $16.8M 1.28 7.7
STRT STRATTEC SECURITY CORPORATION $5.9M 1.03 2.4
CPS Cooper-Standard Holdings Inc. $5.2M 2.03 3.5
SMP Standard Motor Products, Inc. $5.0M 0.42 5.9
HLLY Holley Inc. $2.2M 1.96 3.9
MPAA Motorcar Parts of America, Inc. $1.2M 0.46 6.9
SRI Stoneridge, Inc. $1.0M 2.39 9.6
CVGI Commercial Vehicle Group, Inc. $1.0M 1.39 5.6

What “one bet” means, and how it is measured

For every security this site computes its closest matches across the whole market, by one-year daily-return correlation. Cohesion asks a simple question of that: of the ten closest matches for each company in this industry, what share are also in this industry?

A high number means the classification is doing real work — these companies genuinely move together, and the industry is closer to a single position than to a set of independent ones. Trucking, shipping, homebuilders and airlines sit at the top of that measure, which is what anyone who has held two of them would tell you.

A low number means the opposite: the SEC's code groups them, but the market does not. That is worth knowing before treating an industry label as a diversification plan.

Where these numbers come from

What is deliberately absent

No index, no sector return, no performance figure. Aggregating company returns into an industry return would be republishing the licensed price history in a thin disguise, and it would also be wrong — there is no defensible weighting to choose. The statistics here are all invariant to that problem: a median, a correlation, a count, or a sum of filed figures.

All industries, ranked · each company's own page is under security pages.