
What smart money is saying about Genuine Parts Company
1 fund in our archive has pitched Genuine Parts Company, most recently Artisan Value Income Strategy in December 2025.
Genuine Parts Company distributes automotive replacement parts, and industrial parts and materials. It operates through Automotive Parts Group and Industrial Parts Group segments. The company distributes automotive replacement parts for hybrid and electric vehicles, trucks, SUVs, buses, motorcycles, recreational vehicles, farm vehicles, small engines, farm equipment, marine equipment, and heavy duty equipment; and accessory and supply items used by various automotive aftermarket customers, such as repair shops, service stations, fleet operators, automobile and truck dealers, leasing companies, bus and truck lines, mass merchandisers, farms, industrial concerns, and individuals. It also distributes industrial replacement parts and related supplies, such as bearings, mechanical and electrical power transmission products, industrial automation and robotics, hoses, hydraulic and pneumatic components, industrial and safety supplies, and material handling products for original equipment manufacturer, as well as maintenance, repair, and operation customers in equipment and machinery, food and beverage, forest product, primary metal, pulp and paper, mining, automotive, oil and gas, petrochemical, pharmaceutical, power generation, alternative energy, governments, transportation, ports, and other industries. In addition, the company provides various services and repairs comprising gearbox and fluid power and process pump assembly and repair, hydraulic drive shaft repair, electrical panel assembly and repair, hose and gasket manufacture and assembly, and other value-added services. It operates in the United States, Canada, France, the United Kingdom, Ireland, Germany, Poland, the Netherlands, Belgium, Australia, New Zealand, Mexico, Indonesia, and Singapore. The company was incorporated in 1928 and is headquartered in Atlanta, Georgia.
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Position history
Between Q2 2025 and Q3 2026, 6 fund letters reported a position in Genuine Parts Company, with 1 buy (opened or added) and 2 sells (trimmed or exited).
| Quarter | Letters | Bought | Sold | Theses |
|---|---|---|---|---|
| Q3 2026 | 1 | 0 | 1 | 0 |
| Q2 2026 | 3 | 0 | 1 | 0 |
| Q4 2025 | 1 | 0 | 0 | 1 |
| Q2 2025 | 1 | 1 | 0 | 0 |
Bought and Sold count moves: the same sentence published by several funds of one house in a quarter counts once.
Fund activity · 6 positions · 3 moves
- September 2026
“We also eliminated eight positions during the third quarter. Genuine Parts was eliminated after a period of outperformance given the quality of its automotive business and the impending business separation.”
Genuine Parts Company - HoldsAve Maria FundsJune 2026
Listed in Ave Maria Funds’s reported holdings.
Genuine Parts Company - June 2026
“Genuine Parts Co. (1.3%) (GPC – $117.98 – NYSE) is an Atlanta, Georgia-based distributor of automotive and industrial replacement parts.”
Genuine Parts Company - June 2026
“Advanced Micro Devices was eliminated due to significant outperformance and valuation. Additionally, this stock was recently removed from the benchmark after previously being a 1% weight. Genuine Parts was eliminated after a period of outperformance given the quality of its automotive business, the impending business separation and to fund other opportunities.”
Genuine Parts Company - December 2025
“Lastly, in the Consumer Discretionary sector, our position in Genuine Parts declined 10.6% during the quarter.”
Genuine Parts Company - New positionAMG River Road Mid Cap Value FundJune 2025
Listed in AMG River Road Mid Cap Value Fund’s reported holdings.
Genuine Parts Company
Fund coverage · 1 thesis
- Artisan Value Income StrategyDecember 2025
Genuine Parts Company is a global parts distributor with strong cash conversion, solid ROIC, steady automotive demand, conservative financing, and a discounted valuation with a 3.4% yield.
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