Dorman Products (DORM)

• Market cap: $3.4B
• 1 day: -0.44%
• 5 days: -2.04%
• 1 month: -12.28%
• 3 months: -14.21%
• 6 months: -5.89%
• Year to date: -13.43%
• 1 year: 26.34%
• 5 years: 85.64%
• 10 years: 122.18%
• Sector: Consumer Discretionary
• Industry: Auto Parts

About: Dorman Products Inc is a supplier of original equipment parts for automobiles. It offers automotive and heavy-duty replacement parts, automotive hardware, brake parts, and fasteners for the automotive and heavy-duty aftermarket. The products are sold under the Dorman brand and its sub-brands OE Solutions, Help!, Conduct-Tite, Super ATV, etc., through aftermarket retailers, warehouse distributors, specialty markets, and salvage yards. The company operates through three business segments, which include Light Duty, Heavy Duty, and Specialty Vehicle. A majority of its revenue is generated from the Light Duty segment, which designs and markets replacement parts and fasteners mainly for passenger cars and light trucks. Geographically, it derives key revenue from the United States.

Employees: 3,787

Fund manager confidence

Based on 2024 Q4 regulatory disclosures by fund managers ($100M+ AUM)

273% more call options, than puts

Call options by funds: $6.76M | Put options by funds: $1.81M

136% more first-time investments, than exits

New positions opened: 66 | Existing positions closed: 28

17% more capital invested

Capital invested by funds: $2.72B [Q3] → $3.17B (+$458M) [Q4]

12% more funds holding

Funds holding: 299 [Q3] → 334 (+35) [Q4]

1.73% more ownership

Funds ownership: 78.55% [Q3] → 80.27% (+1.73%) [Q4]

5% more repeat investments, than reductions

Existing positions increased: 115 | Existing positions reduced: 110

0% more funds holding in top 10

Funds holding in top 10: 2 [Q3] → 2 (+0) [Q4]