Aptiv PLC (APTV): A Bull Case Theory
We came across a bullish thesis on Aptiv PLC on Value Don't Lie’s Substack. In this article, we will summarize the bulls’ thesis on APTV.
Aptiv Plc (APTV)
Market is closed
Sector: Consumer Cyclical
Hedge Fund Popularity
Hedge Fund Holdings
Filing Period:
Last updated on based on SEC 13F filings Last update:
| No. | Hedge Fund | Shares | Value | Activity | % Port |
|---|---|---|---|---|---|
| 1. | Impax Asset Management Ian Simm | 4,269,536 | $324,868,998 | -6% | 2.03% |
| 2. | Arrowstreet Capital Peter Rathjens, Bruce Clarke And John Campbell | 516,583 | $39,306,800 | 0.02% | |
| 3. | Bridgewater Associates Ray Dalio | 387,098 | $29,454,287 | +72% | 0.11% |
| 4. | Medina Value Partners Kris Medina | 345,727 | $26,306,367 | +1% | 6.15% |
| 5. | Squarepoint Ops LLC Maxime Fortin (Cio) | 267,619 | $20,363,130 | +58% | 0.02% |
Insider Trading: Purchases See All
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $80.25 | 3,700 | $296,917.60 | 4,655 | 2025-12-12 | Filing | |
| $64.87 | 1,095 | $71,032.65 | 363,940 | 2024-09-11 | Filing | |
| $64.12 | 14,200 | $910,504.00 | 362,845 | 2024-09-11 | Filing | |
| $67.76 | 100 | $6,776.00 | 348,645 | 2024-09-10 | Filing | |
| $66.80 | 14,375 | $960,250.00 | 348,545 | 2024-09-10 | Filing |
Insider Trading: Sales See All
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $85.00 | 5,000 | $425,000.00 | 116,959 | 2026-01-08 | Filing | |
| $80.05 | 5,000 | $400,250.00 | 150,769 | 2025-12-12 | Filing | |
| $77.88 | 14,500 | $1,129,260.00 | 155,769 | 2025-12-04 | Filing | |
| $76.60 | 7,881 | $603,684.60 | 17,154 | 2025-12-05 | Filing | |
| $84.00 | 13,000 | $1,092,000.00 | 121,959 | 2025-11-10 | Filing |
Institutional Investors' Holdings
Filing Period:
| No. | Name | Shares | Value | % Port |
|---|---|---|---|---|
| 1. | 25,021,258 | $1,903,867,523 | 0.03% | |
| 2. | 19,306,257 | $1,469,013,045 | 0.02% | |
| 3. | 10,066,712 | $765,976,116 | 0.03% | |
| 4. | 9,547,504 | $726,469,580 | 0.23% | |
| 5. | 8,344,872 | $634,961,310 | 0.07% |
News See All
Aptiv PLC (NYSE:APTV) Q4 2025 Earnings Call Transcript
Operator: Please stand by. We are about to begin today, and welcome to the Aptiv Q4 2025 Earnings Call. Today's conference is being recorded.
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Analyst is Recommending Aptiv (APTV) - Here's Why
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Aptiv PLC (NYSE:APTV) Q3 2025 Earnings Call Transcript
Operator: Good day, and welcome to the Aptiv Q3 2025 Earnings Call. Today's conference is being recorded.
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