What smart money is saying about Aptiv
APTV
No fund has written a full thesis on Aptiv in our archive, but 8 fund letters report a position in it — most recently Third Avenue Small-Cap Value Fund in September 2026.
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8
Reported positions
3
Bought
3
Sold
9
Letters
Position history
Between Q4 2025 and Q3 2026, 8 fund letters reported a position in Aptiv — 3 opened or added to the position, 3 trimmed or exited.
| Quarter | Letters | Bought | Sold | Theses |
|---|---|---|---|---|
| Q3 2026 | 5 | 3 | 2 | 0 |
| Q2 2026 | 2 | 0 | 0 | 0 |
| Q4 2025 | 1 | 0 | 1 | 0 |
Fund activity · 8 positions · 6 moves
- September 2026
“Versigent PLC (“Versigent”) is a recently formed company, new to public markets, following its March 2026 spin-off from Aptiv PLC, a global parts, services and technology supplier to automotive manufacturers.”
Aptiv - September 2026
“Aptiv is a leading global auto supplier that designs and manufactures the software, hardware, and electrical architecture that serve as the “brain” and “nervous system” of modern vehicles. Shares fell following second-quarter results, and consensus earnings estimates for the year were cut. We took advantage of the decline to add to our position in a company whose growing mix of software and systems content should drive growth well above underlying vehicle production, despite near- term cyclicality.”
Aptiv - September 2026
“Aptiv is a leading global auto supplier that designs and manufactures the software, hardware, and electrical architecture that serve as the “brain” and “nervous system” of modern vehicles. Shares fell following second-quarter results, and consensus earnings estimates for the year were cut. We took advantage of the decline to add to our position in a company whose growing mix of software and systems content should drive growth well above underlying vehicle production, despite near- term cyclicality.”
Aptiv - September 2026
“Aptiv is a leading global auto supplier that designs and manufactures the software, hardware, and electrical architecture that serve as the “brain” and “nervous system” of modern vehicles. Shares fell following second-quarter results, and consensus earnings estimates for the year were cut. We took advantage of the decline to add to our position in a company whose growing mix of software and systems content should drive growth well above underlying vehicle production, despite near- term cyclicality.”
Aptiv - August 2026
“Buys/Sells TE Connectivity is a world leading electrical and electronic connector manufacturer, selling into automotive and industrial end markets. The company is the world's largest automotive connector supplier and benefits from a content-per-vehicle uplift when selling high-voltage connectors for electric vehicles rather than low-voltage ones for internal combustion engine vehicles. The company also sells connectors into a broad array of industrial end markets such as factory automation, clean energy, and data centres. We sold our position in Aptiv and recycled the capital into TE Connectivity, where we have higher conviction in the firm’s competitive positioning and growth outlook.”
Aptiv “Infineon and NXP Semi are providers of power semiconductors and microcontrollers that are a necessity for higher-voltage electric vehicles to become competitive with ICE (internal combustion engine) vehicles, while Aptiv and Sensata are component manufacturers and service providers that should benefit from the ever-increasing amount of electronics present in electric vehicles.”
Aptiv- June 2026
“Infineon and NXP Semi are providers of power semiconductors and microcontrollers that are a necessity for higher-voltage electric vehicles to become competitive with ICE (internal combustion engine) vehicles, while Aptiv and Sensata are component manufacturers and service providers that should benefit from the ever-increasing amount of electronics present in electric vehicles.”
Aptiv - ExitedAriel InternationalDecember 2025
“By comparison, we successfully exited eight positions on valuation: multinational insurance and financial services company, AXA SA, global automotive tech and components provider, Aptiv PLC, French banking and financial services company, BNP Paribas SA, leading market maker in European derivatives, Deutsche Boerse AG, Japan-based manufacturer of industrial and semiconductor-related equipment, Ebara Corporation, China-based E-commerce company, JD.com, Inc., Brazil-based telecommunications company, TIM SA and leading mobile telecommunications company, Telefónica Brasil SA.”
Aptiv
Also mentioned · 1
These funds discuss Aptiv — as a competitor, benchmark or comparable — without disclosing a position in it.
- MentionedVoss Value FundJune 2026
“New Position: Versigent (NYSE: VGNT) In a market obsessively chasing wannabe interplanetary enterprises and shiny new technologies set to transform the world, TGH has driven Aptiv’s April fool’s day spin-off to the junk yard, as if it were a burnt-up Pinto.”
Aptiv
Read the letters behind these Aptiv positions
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