FORTEM FINANCIAL GROUP, LLC ALV — AUTOLIV INC

Ownership history in FORTEM FINANCIAL GROUP, LLC  ·  7 quarters on record

AI Ownership Summary

FORTEM FINANCIAL GROUP, LLC reported AUTOLIV INC (ALV) in 7 quarterly 13F filings from 2024 Q3 through 2026 Q1. Peak portfolio weight reached 0.25% in 2024 Q3. The latest visible filing shows ALV at 0.17% 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 ALV ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was FORTEM FINANCIAL GROUP, LLC's position in AUTOLIV 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 Q1

ALV was reported at 0.17% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.25% in 2024 Q3

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 Q1

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.

ALV stock page FORTEM FINANCIAL GROUP, LLC fund profile FORTEM FINANCIAL GROUP, LLC full holdings
How FORTEM FINANCIAL GROUP, LLC held ALV — position size vs. price
% of Fund (quarterly)    ALV price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 7 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED — — — 6,502 +645 +11.0% 0.17% $684K 2026-04-16 $111.33
2025 Q4 REDUCED 6.1% -10.7% ✅ 5,857 -380 -6.1% 0.19% $695K 2026-02-04 $125.64
2025 Q3 ADDED — — — 6,237 +120 +2.0% 0.22% $770K 2025-11-04 $118.79
2025 Q2 REDUCED 11.5% +12.2% ❌ 6,117 -792 -11.5% 0.22% $684K 2025-08-12 $114.32
2025 Q1 ADDED — — — 6,909 +156 +2.3% 0.24% $611K 2025-05-01 $91.29
2024 Q4 ADDED — — — 6,753 +228 +3.5% 0.25% $633K 2025-01-06 $91.09
2024 Q3 INITIATED — — — 6,525 — — 0.25% $609K 2024-11-13 $97.74

🏢 Other funds also holding ALV

As of 2026 Q1 — sorted by position size

Lancaster Investment Management 3Y 7Y 16.21% Murphy Pohlad Asset Management LLC 3Y 7Y 1.54% HENNESSY ADVISORS INC 3Y 7Y 1.09% Shelter Rock Management, LLC 0.71% DUPONT CAPITAL MANAGEMENT CORP 3Y 7Y 0.58% Everstar Asset Management, LLC 0.45% Legend Financial Advisors, Inc. 3Y 0.44% ABN AMRO Bank N.V. 0.32% WEDGE CAPITAL MANAGEMENT L L P/NC 3Y 7Y 0.2% Linden Thomas Advisory Services, LLC 3Y 0.15%

FAQ About FORTEM FINANCIAL GROUP, LLC and ALV

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

How long has FORTEM FINANCIAL GROUP, LLC reported owning ALV?

FORTEM FINANCIAL GROUP, LLC reported ALV across 7 quarterly 13F filings, from 2024 Q3 through 2026 Q1.

What was the largest reported ALV position in FORTEM FINANCIAL GROUP, LLC's portfolio?

The largest reported portfolio weight for ALV was 0.25% in 2024 Q3.

What is the latest reported ALV position on this page?

The most recent filing on this page is 2026 Q1, when FORTEM FINANCIAL GROUP, LLC reported 6,502 shares, equal to 0.17% of portfolio, with an estimated market value of $684K.

What does the chart on this ALV ownership page compare?

The chart compares FORTEM FINANCIAL GROUP, LLC's quarterly ALV 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 FORTEM FINANCIAL GROUP, LLC time their ALV position?

Based on 13F filing dates vs. subsequent ALV price moves, FORTEM FINANCIAL GROUP, LLC correctly timed 4 out of 6 reported position changes (67%). The annualised alpha on ALV relative to SPY over the holding period was -1.6%.

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