A Capital on X
@RitzerAdam @valuedontlie Motion Spin o might trade at a persistent discount to $AIT and dividend focused $GPC funds will punt it as well. Maybe there is a run-up to $140 pre-spin, but I’d be more comfortable adding sub <$120 here.
NYSE
GPC
6 stories
$18B Market cap · 2026-10-09
@RitzerAdam @valuedontlie Motion Spin o might trade at a persistent discount to $AIT and dividend focused $GPC funds will punt it as well. Maybe there is a run-up to $140 pre-spin, but I’d be more comfortable adding sub <$120 here.
Genuine Parts targets NAPA network improvements, Motion’s industrial recovery and a 2027 Automotive-Industrial separation to lift sales,…
Imminent spin-off activity coming: • $CTVA → $VYLR set for Oct 1 • $MOD → $THRM (RMT) set for Oct 1 Behind that we have: • $KBR investor day Nov '26 → spin early '27 • $FLEX investor day Nov '26 → spin early '27 • $GPC investor day Dec '26 → spin early '27
Genuine Parts Company is one of eight potential rebound stocks on RC’s September 2026 watchlist.
June 2026 13F filings show Baupost doubling Genuine Parts ahead of its 2027 split and Ratan Capital making Silicon Motion its largest…
GPC · long Genuine Parts trades at roughly 9x EBITDA as cyclical weakness and elevated NAPA investment temporarily depress earnings.
Letters that discuss GPC.
Companies the stories above are also about, besides GPC.