Monro, Inc.
US ˙ NasdaqGS ˙ US6102361010

SecurityMNRO / Monro, Inc.
InstitutionDimensional Fund Advisors Lp
Latest Disclosed Ownership1,415,893 shares
Ownership 4.70%
Dimensional Fund Advisors Lp ownership in MNRO / Monro, Inc.

2025-10-09 - Dimensional Fund Advisors Lp has filed an SCHEDULE 13G/A form with the Securities and Exchange Commission (SEC) disclosing ownership of 1,415,893 shares of Monro, Inc. (US:MNRO). This represents 4.7 percent ownership of the company. In their previous filing dated 2025-01-23 , Dimensional Fund Advisors Lp had reported owning 1,611,200 shares, indicating a decrease of -12.12 percent.

Institutional Ownership: 13D/G Filings

This table shows a history of the 13D/G filings made by the investor and/or investor group. Note that the share values in this table are not directly comparable to any numbers shown in the 13F table (if any).

File
Date		Effective
Date		Form Prev
Shares		 Latest
Shares		 ΔShares
(Percent)		 Ownership
(Percent)		 ΔOwnership
(Percent)
2025-10-09 2025-10-09 13G/A 1,611,200 1,415,893 -12.12 4.70 -12.96
2025-01-23 2025-01-23 13G 1,611,200 5.40

Important Note: One of the primary uses of the 13D/G filings is to evaluate the ability of a firm to control a company (ie, the "beneficial ownership"). To that end, firms are required to report not just direct holdings in companies, but indirect holdings that they control. For investment firms, these indirect holdings can include shares in funds they manage, advisory accounts, and in the case of activist campaigns, pledged votes. Therefore, share counts listed in 13D/G filings can differ significantly than share counts listed in 13F filings.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-05-07 2026-03-31 13F MONRO COM 610236101 1,431,936 66,927 4.90 22,967 -16.04 0.0010
2026-02-12 2025-12-31 13F MONRO COM 610236101 1,365,009 -50,884 -3.59 27,355 7.51 0.0057
2025-11-12 2025-09-30 13F MONRO COM 610236101 1,415,893 -179,255 -11.24 25,444 6.98 0.0055
2025-08-12 2025-06-30 13F MONRO COM 610236101 1,595,148 -26,779 -1.65 23,783 1.33 0.0055
2025-05-13 2025-03-31 13F MONRO COM 610236101 1,621,927 10,727 0.67 23,471 -41.26 0.0058
2025-02-13 2024-12-31 13F MONRO COM 610236101 1,611,200 253,518 18.67 39,957 1.98 0.0096
2024-11-07 2024-09-30 13F MONRO COM 610236101 1,357,682 253,509 22.96 39,183 48.73 0.0095
2024-08-09 2024-06-30 13F MONRO COM 610236101 1,104,173 -150,624 -12.00 26,344 -33.43 0.0069
2024-05-10 2024-03-31 13F MONRO COM 610236101 1,254,797 -11,000 -0.87 39,576 6.56 0.0107
2024-02-07 2023-12-31 13F MONRO COM 610236101 1,265,797 -137,871 -9.82 37,139 -4.72 0.0108
2023-11-09 2023-09-30 13F MONRO COM 610236101 1,403,668 -148,040 -9.54 38,980 -38.17 0.0128
2023-08-09 2023-06-30 13F MONRO COM 610236101 1,551,708 56,883 3.81 63,045 -14.68 0.0201
2023-05-12 2023-03-31 13F MONRO COM 610236101 1,494,825 76,612 5.40 73,888 115,350.00 0.0249
2023-02-09 2022-12-31 13F MONRO COM 610236101 1,418,213 94,180 7.11 64 -99.89 0.0189
2022-11-10 2022-09-30 13F MONRO COM 610236101 1,324,033 134,494 11.31 57,542 12.81 0.0221
2022-08-12 2022-06-30 13F MONRO COM 610236101 1,189,539 105,952 9.78 51,009 6.16 0.0183
2022-05-13 2022-03-31 13F MONRO COM 610236101 1,083,587 107,669 11.03 48,048 -15.51 0.0148
2022-02-09 2021-12-31 13F MONRO COM 610236101 975,918 45,634 4.91 56,867 6.28 0.0172
2021-11-12 2021-09-30 13F MONRO COM 610236101 930,284 59,839 6.87 53,505 -3.21 0.0172
2021-08-12 2021-06-30 13F MONRO COM 610236101 870,445 -87,207 -9.11 55,281 -12.15 0.0175
2021-05-14 2021-03-31 13F MONRO COM 610236101 957,652 -20,887 -2.13 62,928 20.66 0.0208
2021-03-08 2020-12-31 13F/A-2 MONRO COM 610236101 978,539 -22,305 -2.23 52,154 28.45 0.0188
2021-02-11 2020-12-31 13F MONRO COM 610236101 978,539 -22,305 52,154 18,835.2527
2020-11-12 2020-09-30 13F MONRO COM 610236101 1,000,844 -30,052 -2.92 40,603 -28.31 0.0172
2020-08-13 2020-06-30 13F MONRO COM 610236101 1,030,896 147,082 16.64 56,638 46.28 0.0249
2020-05-14 2020-03-31 13F MONRO COM 610236101 883,814 68,701 8.43 38,719 -39.26 0.0202
2020-02-14 2019-12-31 13F MONRO COM 610236101 815,113 -19,696 -2.36 63,742 -3.36 0.0232
2019-11-12 2019-09-30 13F MONRO COM 610236101 834,809 -39,955 -4.57 65,958 -11.60 0.0256
2019-08-13 2019-06-30 13F MONRO COM 610236101 874,764 -188,852 -17.76 74,615 -18.92 0.0290
2019-08-12 2019-03-31 13F/A-2 MONRO COM 610236101 1,063,616 -46,260 -4.17 92,022 20.60 0.0366
2019-05-10 2019-03-31 13F MONRO COM 610236101 1,063,616 -46,260 92,022
2019-02-26 2018-12-31 13F/A-1 MONRO COM 610236101 1,109,876 -31,155 -2.73 76,304 -3.92 0.0346
2019-02-13 2018-12-31 13F MONRO COM 610236101 1,109,876 -31,155 76,304
2018-11-13 2018-09-30 13F MONRO COM 610236101 1,141,031 -1,941 -0.17 79,415 19.58 0.0302
2018-08-10 2018-06-30 13F MONRO COM 610236101 1,142,972 49,746 4.55 66,409 13.33 0.0265
2018-05-11 2018-03-31 13F MONRO COM 610236101 1,093,226 39,656 3.76 58,597 -2.34 0.0244
2018-02-12 2017-12-31 13F MONRO COM 610236101 1,053,570 38,603 3.80 60,002 5.47 0.0249
2017-11-13 2017-09-30 13F MONRO COM 610236101 1,014,967 127,704 14.39 56,888 53.57 0.0249
2017-08-11 2017-06-30 13F MONRO MUFFLER BRAKE COM 610236101 887,263 172,725 24.17 37,043 -0.50 0.0171
2017-05-12 2017-03-31 13F MONRO MUFFLER BRAKE COM 610236101 714,538 24,175 3.50 37,228 -5.73 0.0178
2017-02-09 2016-12-31 13F MONRO MUFFLER BRAKE COM 610236101 690,363 -305 -0.04 39,489 -6.53 0.0197
2016-11-10 2016-09-30 13F MONRO MUFFLER BRAKE COM 610236101 690,668 -1,446 -0.21 42,247 -3.96 0.0228
2016-08-09 2016-06-30 13F MONRO MUFFLER BRAKE COM 610236101 692,114 6,843 1.00 43,991 -10.18 0.0253
2016-05-13 2016-03-31 13F MONRO MUFFLER BRAKE COM 610236101 685,271 23,461 3.54 48,977 11.75 0.0293
2016-02-10 2015-12-31 13F MONRO MUFFLER BRAKE COM 610236101 661,810 50,242 8.22 43,826 6.09 0.0273
2015-11-13 2015-09-30 13F MONRO MUFFLER BRAKE COM 610236101 611,568 -19,102 -3.03 41,312 5.38 0.0271
2015-08-14 2015-06-30 13F MONRO MUFFLER BRAKE COM 610236101 630,670 -48,650 -7.16 39,203 -11.29 0.0240
2015-05-14 2015-03-31 13F MONRO MUFFLER BRAKE COM 610236101 679,320 -18,633 -2.67 44,190 9.54 0.0279
2015-02-06 2014-12-31 13F MONRO MUFFLER BRAKE COM 610236101 697,953 4,948 0.71 40,342 19.95 0.0265
2014-11-13 2014-09-30 13F MONRO MUFFLER BRAKE COM 610236101 693,005 19,095 2.83 33,632 -6.17 0.0238
2014-08-08 2014-06-30 13F MONRO MUFFLER BRAKE COM 610236101 673,910 7,600 1.14 35,845 -5.42 0.0249
2014-05-14 2014-03-31 13F MONRO MUFFLER BRAKE COM 610236101 666,310 3,142 0.47 37,899 1.40 0.0283
2014-02-12 2013-12-31 13F MONRO MUFFLER BRAKE COM 610236101 663,168 1,994 0.30 37,376 21.60 0.0291
2013-11-13 2013-09-30 13F MONRO MUFFLER BRAKE COM 610236101 661,174 18,756 2.92 30,738 -0.42 0.0266
2013-08-15 2013-06-30 13F MONRO MUFFLER BRAKE COM 610236101 642,418 642,418 30,868 0.0291
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.