Seven Six Bets on Dauch Corp. (DCH) by Purchasing 565,000 Shares

What other to cognize

• The caller Dauch involvement represents 3.61% of Seven Six’s 13F reportable assets nether management

• Top holdings aft the filing:

  • NYSE:BYD: $10.34 cardinal (11.1% of AUM)

  • NYSE:AMCR: $8.86 cardinal (9.5% of AUM)

  • NYSE:GPK: $5.76 cardinal (6.2% of AUM)

  • NYSE:CCK: $5.65 cardinal (6.1% of AUM)

  • NYSE:DIN: $5.57 cardinal (6.0% of AUM)

• As of May 22, 2026, Dauch shares were priced astatine $6.39, up 45.9% implicit the past year, outperforming the S&P 500 by 17.96 percent points

Company overview

Company snapshot

• Designs and manufactures driveline and metallic forming technologies for electric, hybrid, and interior combustion vehicles, including axles, driveshafts, differential assemblies, and safety-critical components

• Operates done Driveline and Metal Forming segments, generating gross from supplying engineered systems and components to automotive and concern markets globally

• Serves large automotive archetypal instrumentality manufacturers and commercialized conveyance manufacturers crossed North America, Asia, Europe, and South America

Dauch is simply a starring supplier of driveline and metallic forming technologies, supporting a wide premix of electric, hybrid, and accepted conveyance architectures. With a planetary manufacturing footprint and a diversified lawsuit base, it leverages engineering expertise to present captious components to automotive and concern clients.

What this transaction means for investors

It appears that Seven Six Capital Management is bullish connected the automotive industry. Dauch was the 2nd largest summation the steadfast made to its portfolio successful the archetypal quarter. The largest summation to the portfolio successful the archetypal 4th was Amcor, a institution focused connected innovative packaging.

Dauch didn’t marque it into Seven Six’s apical 5 holdings. At 3.6% of the portfolio, though, it was a important stake connected a instrumentality to profitability for the underperforming automotive supplier. In the archetypal quarter, the institution reported a affirmative $308 cardinal successful adjusted EBITDA. On a GAAP basis, the institution mislaid $100.3 million.

In February, American Axle & Manufacturing, present Dauch, completed an acquisition of Dowlais Group for astir $1.44 cardinal successful a operation of currency and stock. The combined portfolio includes products indispensable for interior combustion motor vehicles, electrical vehicles, and hybrids.