Beaconlight Slashes Advance Auto Parts Stake With $6.2 Million Q4 Sale

Overview

• An SEC filing dated February 17, 2026 shows Beaconlight Capital sold 124,431 Advance Auto Parts shares during the fiscal fourth quarter ended December 31, 2025.
• The fund finished the quarter with 10,920 shares worth $429,156, cutting the position from about 4.1% to 0.25% of its reported 13F assets.
• The sale is estimated at roughly $6.24 million based on quarter-average pricing, and the reported position value fell by $7.88 million reflecting both sales and price moves.
• Advance Auto Parts shares traded at $53.38 on March 12, 2026, up about 42% over the past year after gaining 38% year to date.
• The retailer reported comparable-sales growth returning in 2025, adjusted operating margin expanding to 2.5%, adjusted operating income rising to $216 million as net sales declined to $8.6 billion, and it guides 2026 comps growth of 1% to 2% with further margin gains.