Atria Investments, Inc GTX — GARRETT MOTION INC

Ownership history in Atria Investments, Inc  ·  9 quarters on record

AI Ownership Summary

Atria Investments, Inc reported GARRETT MOTION INC (GTX) in 9 quarterly 13F filings from 2024 Q3 through 2026 Q3. Peak portfolio weight reached 0.01% in 2025 Q4. The latest visible filing shows GTX at 0.01% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this GTX ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Atria Investments, Inc's position in GARRETT MOTION INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q3

GTX was reported at 0.01% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.01% in 2025 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q3 to 2026 Q3

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

GTX stock page Atria Investments, Inc fund profile Atria Investments, Inc full holdings
How Atria Investments, Inc held GTX — position size vs. price
% of Fund (quarterly)    GTX price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 9 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q3 ADDED — — — 21,764 +6,146 +39.4% 0.01% $567K 2026-10-15 $24.44
2026 Q2 REDUCED 45.2% -28.4% ✅ 15,618 -12,874 -45.2% 0.01% $566K 2026-07-28 $29.83
2026 Q1 REDUCED 14.1% +93.6% ❌ 28,492 -4,694 -14.1% 0.01% $518K 2026-05-05 $26.00
2025 Q4 REDUCED — — — 33,186 -1,286 -3.7% 0.01% $578K 2026-02-05 $18.07
2025 Q3 ADDED — — — 34,472 +1,920 +5.9% 0.01% $470K 2025-11-06 $17.06
2025 Q2 REDUCED 20.5% +26.8% ❌ 32,552 -8,392 -20.5% 0.00% $342K 2025-08-04 $12.58
2025 Q1 ADDED — — — 40,944 +11,519 +39.1% 0.00% $343K 2025-05-06 $10.99
2024 Q4 ADDED — — — 29,425 +468 +1.6% 0.00% $266K 2025-02-06 $9.32
2024 Q3 INITIATED — — — 28,957 — — 0.00% $237K 2024-11-01 $7.32

🏢 Other funds also holding GTX

As of 2026 Q3 — sorted by position size

Copeland Capital Management, LLC 3Y 7Y 1.34% Baker Ellis Asset Management LLC 3Y 7Y 0.57% KLEIN PAVLIS & PEASLEY FINANCIAL, INC. 0.53% Smead Capital Management, Inc. 3Y 7Y 0.24% Burns Matteson Capital Management, LLC 0.15% GUYASUTA INVESTMENT ADVISORS INC 3Y 7Y 0.12% CWA Asset Management Group, LLC 3Y 7Y 0.09% Prairiewood Capital, LLC 3Y 0.06% Assenagon Asset Management S.A. 3Y 7Y 0.06% Central Pacific Bank - Trust Division 0.05%

FAQ About Atria Investments, Inc and GTX

These are the practical questions this page is built to answer before you even open the full history table.

How long has Atria Investments, Inc reported owning GTX?

Atria Investments, Inc reported GTX across 9 quarterly 13F filings, from 2024 Q3 through 2026 Q3.

What was the largest reported GTX position in Atria Investments, Inc's portfolio?

The largest reported portfolio weight for GTX was 0.01% in 2025 Q4.

What is the latest reported GTX position on this page?

The most recent filing on this page is 2026 Q3, when Atria Investments, Inc reported 21,764 shares, equal to 0.01% of portfolio, with an estimated market value of $567K.

What does the chart on this GTX ownership page compare?

The chart compares Atria Investments, Inc's quarterly GTX portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Atria Investments, Inc time their GTX position?

Based on 13F filing dates vs. subsequent GTX price moves, Atria Investments, Inc correctly timed 5 out of 8 reported position changes (62%). The annualised alpha on GTX relative to SPY over the holding period was +57.1%.

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