GPC β€” GENUINE PARTS CO

Ownership history in MAVERICK CAPITAL LTD  Β·  14 quarters on record

This page tracks every 13F SEC filing in which MAVERICK CAPITAL LTD reported a position in GENUINE PARTS CO (GPC). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price β€” sourced directly from SEC EDGAR 13F filings.

πŸ” Peak position
0.18% (2018 Q2)
πŸ“Š Avg. % of fund
0.07%
πŸ“… First filed
2018 Q1
πŸ“… Last filed
2025 Q3
⏱ Quarters held
14

Position Intelligence

MAVERICK CAPITAL LTD Γ— GPC AI Analytics

πŸ“‰ MAVERICK CAPITAL LTD underperformed the S&P 500 by –17.0% annually on this GPC position. Timing score: 50% (6/12 decisions correct). Average cost basis: $88.78. Maximum drawdown during holding period: –26.9%.

πŸ“ˆ Position Alpha vs SPY
-17.0%
annualised excess return

❌ Significantly underperformed the S&P 500 by 17.0% ann.
12 quarters analyzed

⏱️ Timing Score
50%

➑️ Neutral timing β€” roughly coin-flip accuracy on add/trim calls.
6 of 12 add/trim decisions correct

πŸ’° Entry Quality
$88.78
+53.5% vs current ($136.26)

Best entry: $73.31 (2018 Q2)  Β·  Worst: $155.74 (2023 Q2)

πŸ›‘οΈ Drawdown Resilience
–26.9%
max drawdown while held

πŸ’ͺ Held through 1 major drawdown (>20%). Strong conviction under pressure.

πŸ’ͺ Fund Conviction
36%
buy-side decisions

5 adds Β· 9 trims. Bought during 1 of 4 down-price quarters. πŸ“‰ Predominantly trimming β€” distribution phase.

πŸ“‘ Position Trajectory
β†’ Stable
last 4–5 quarters trend

βš–οΈ Portfolio weight has remained relatively stable β€” conviction maintained.
Currently 0.02% of portfolio

⚠ Based on quarterly 13F SEC filings and end-of-quarter closing prices. Timing score = accuracy of add/trim decisions vs next-quarter price direction. Alpha = mean quarterly excess return Γ— 4 (annualised). Not investment advice.

% of Fund (quarterly)    GPC price (monthly, adj. close)
πŸ“‹ Quarterly Holdings History 10 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 REDUCED 12,760 -26,631 -67.6% 0.02% $1.8M $136.26
2025 Q2 REDUCED 39,391 -27,041 -40.7% 0.07% $4.8M $118.39
2025 Q1 ADDED 66,432 +60,743 +1067.7% 0.14% $7.9M $115.32
2024 Q2 REDUCED 5,689 -904 -13.7% 0.01% $787K $130.77
2023 Q4 REDUCED 6,593 -719 -9.8% 0.02% $913K $129.18
2023 Q3 REDUCED 7,312 -4,103 -35.9% 0.02% $1.1M $133.70
2023 Q2 ADDED 11,415 +2,011 +21.4% 0.04% $1.9M $155.74
2023 Q1 REDUCED 9,404 -5,947 -38.7% 0.04% $1.6M $152.99
2022 Q4 REDUCED 15,351 -2,997 -16.3% 0.06% $2.7M $157.77
2022 Q2 ADDED 18,348 +715 +4.1% 0.06% $2.4M $119.65
4 older quarters hidden  β€”  Sign in free or upgrade to Premium to see full history
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