DAY 1: Monday, November 3rd
10:30 AM Opening Remarks
10:50 Gentex Corporation (GNTX)
11:20 Strattec Security Corporation (STRT)
11:50 Dana Incorporated (DAN)
12:20 PM Lunch Break
12:30 Sonic Automotive, Inc. (SAH)
1:00 Garrett Motion Inc. (GTX)
1:30 Motorcar Parts of America, Inc. (MPAA)
2:00 AAPEX
3:00 Donaldson Company, Inc. (DCI)
3:30 Rush Enterprises, Inc. (RUSHA/B)
4:00 Penske Automotive Group, Inc. (PAG)
4:30 NN, Inc. (NNBR)
DAY 2: Tuesday, November 4th
7:50 AM Opening Remarks
8:00 MP Materials Corporation (MP)
8:30 LKQ Corporation (LKQ)
9:00 AutoNation, Inc. (AN)
9:30 Genuine Parts Company (GPC)
10:00 Standard Motor Products, Inc. (SMP)
10:30 Advance Auto Parts, Inc. (AAP)
11:00 Dorman Products, Inc. (DORM)
11:30 AutoZone, Inc. (AZO)
12:00 PM Lunch Break
12:15 Experian
1:00 PHINIA, Inc. (PHIN)
1:30 O’Reilly Automotive Group, Inc. (ORLY)
2:00 Monro, Inc. (MNRO)
Research Team
Brian Sponheimer
Portfolio Manager
P: 914-921-8336
E : bsponheimer@gabelli.com
Brian Sponheimer is a portfolio manager of The Gabelli Dividend & Income Trust and an analyst for the infrastructure and industrials sector with a focus on automotive- and machinery-related companies, OEMs and infrastructure. He joined the firm in 2008. Previously he was a research analyst at The Water Fund/Terrapin Partners and before that director of sales and trading of US Equities at CIBC World Markets.
Brian graduated cum laude with a BA in government from Harvard University and holds an MBA from Columbia Business School.
Carolina Jolly
Senior Research Analyst
P: 914-921-7762
E : cjolly@gabelli.com
Carolina Jolly, CFA, is a senior research analyst covering industrials and materials sectors with a focus on the automotive industry. She joined the firm 2015. Prior to that she was a senior research analyst and impact investing specialist at Glenmede Investment Management.
An industry expert, Carolina has been quoted in several publications, including the Financial Times and Barron’s Carolina holds a BA in economics from Williams College and an MBA in finance and entrepreneurial management from Wharton School at the University of Pennsylvania. She is a CFA charterholder.
Eddie Nakamura
Research Analyst
P: 914-921-7784
E : ENakamura@gabelli.com
Edward is a research analyst at GAMCO Investors, Inc., where he conducts research on a variety of markets and public equities. With two years of industry experience, Edward specializes in risk assessment, company analysis, and equity valuation. Before joining GAMCO full time, Edward was an intern with the company. He holds a BA in Economics from Boston University. Outside of work, Edward enjoys being in the outdoors and spending time with family and friends.
