Aptiv PLC

• Tweedy, Browne Tweedy, Browne Funds Commentary, Q3 2026 ↗ Tweedy, Browne Funds added Aptiv, LVMH, Minth Group, Puregold Price Club and Toyota Motor where prices stood below conservative intrinsic-value estimates. The firm cautioned that elevated US valuations, AI infrastructure spending and speculative activity could make markets more price-sensitive, while broadening the Buybacks. Dividends + Value Fund mandate to include undervalued companies with dividends and/or repurchases. Q3 2026 ACI $6.1BAPTV $8BBGLAF $1.3B +8
• HW Hotchkis & Wiley Large Cap Fundamental Value Fund Manager Review & Economic Outlook ↗ The Large Cap Fundamental Value Fund trimmed Workday after takeover speculation while retaining its thesis on the software leader, and added to Aptiv after its share-price decline. The portfolio favored enterprise software and energy, while arguing that Ericsson, PPG Industries, and Aptiv retain attractive long-term earnings potential despite near-term pressures. 3Q26 WDAY $46BAPA $16BAPTV $8B +3
• LA Lyrical Asset Management 2025 Global Impact Value Equity Strategy (GIVES) Review ↗ GIVES attributed its year to earnings growth across undervalued holdings, while avoiding mega-cap growth stocks and crowded sustainability names. The strategy pressed Wesco to measure and disclose Scope 3 emissions, and expects valuation gaps between value stocks, smaller companies and mega-caps to narrow over time. 2025 6091 $70MAPTV $8B

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