Auto parts: Decided I would take a little more of GT (Goodyear tires) and ADNT (Adient, seating and related).
Not great bargains but for me they still fall within my value style box.
Fwiw, I continue to hold BWA (Borg Warner - electric vehicle parts, et. al.), CTB (Cooper Tire), UFAB (Unique Fabricating -foam,rubber,plastic components), ALV (Autoliv - airbags,etc), MGA (Magna International - systems, assemblies, modules), LKQ (LKQ Corp - distributes replacement parts to collision shops), AZO (AutoZone - auto parts stores). Also, fwiw, closed my position in GNTX (Gentex - mirrors, electronics, etc.) |
