Cooper Standard just reported $128M in net new business wins. Up 133% year over year.

This is still one of my most exciting positions.

$700M in cost reductions since 2019. Already inflecting on margins.

CEO Jeff Edwards on the latest call: "We believe we will continue this trend of expanding margins in 2026 and beyond."

Below a$500M market cap and I think they can clear $200M+ in free cash flow.

Auto parts isn't sexy. But turnarounds rarely are.

My full portfolio is public. 291.64% returns from Jan 2024 to April 2026.