Position in ACVA
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$12,483,151
-$328,707 QoQ
Shares Held
2,944,140
+84.3% QoQ
Ownership
1.69%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2021
21 quarters on record
Voting authority
Sole 99%
Shared 0%
None 1%
Common Shares in ACVA Over Time
Shares Held
Position Value (USD)
Position in Auto & Truck Dealerships
Consumer Cyclical · as of Mar 31, 2026MORGAN STANLEY holds $842,443,701 across 20 Auto & Truck Dealerships names. ACVA ranks #15 (1.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VVV |
Valvoline Inc
|
3,707,612 | $124,872,364 | |
| 2 | KMX |
Carmax Inc
|
2,534,739 | $105,394,438 | |
| 3 | AN |
Autonation, Inc.
|
486,837 | $95,059,787 | |
| 4 | PAG |
Penske Automotive Group, Inc.
|
577,672 | $86,373,512 | |
| 5 | CVNA |
Carvana Co.
|
1,348,296 | $84,775,452 | |
| 6 | GPI |
Group 1 Automotive Inc
|
185,642 | $61,378,809 | |
| 7 | OPLN |
OPENLANE, Inc.
|
1,877,119 | $54,718,013 | |
| 8 | CARG |
CarGurus, Inc.
|
1,365,642 | $46,500,104 |
All Filings in ACVA
Export CSV
21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $12,483,151 | 2,944,140 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $12,811,858 | 1,597,489 | Shares | Defined | 2026-05-27 | |
| 2025-09-30 | $12,548,293 | 1,266,226 | Shares | Defined | 2026-05-27 | |
| 2025-06-30 | $13,263,464 | 817,723 | Shares | Defined | 2025-08-15 | |
| 2025-03-31 | $10,476,067 | 743,511 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $22,517,543 | 1,042,479 | Shares | Defined | 2025-05-15 | |
| 2024-09-30 | $33,826,657 | 1,663,879 | Shares | Defined | 2025-05-14 | |
| 2024-06-30 | $11,321,949 | 620,381 | Shares | Defined | 2025-05-14 | |
| 2024-03-31 | $34,335,242 | 1,829,262 | Shares | Defined | 2024-10-17 | |
| 2023-12-31 | $19,282,475 | 1,272,771 | Shares | Defined | 2024-08-16 | |
| 2023-09-30 | $8,620,307 | 567,873 | Shares | Defined | 2023-11-15 | |
| 2023-06-30 | $14,018,694 | 811,737 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $6,948,480 | 538,225 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $5,056,411 | 615,885 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $5,278,079 | 734,087 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $5,203,802 | 795,689 | Shares | Defined | 2022-10-27 | |
| 2022-03-31 | $3,515,033 | 237,342 | Shares | Defined | 2022-10-27 | |
| 2021-12-31 | $402,834 | 21,382 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $1,885,032 | 105,368 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $569,215 | 22,209 | Shares | Defined | 2021-08-23 | |
| 2021-03-31 | $39,801 | 1,150 | Shares | Defined | 2021-05-17 | |
| No filing history on record for this holder in this stock. | ||||||