Position in AN
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$5,827,489
-$6,738,468 QoQ
Shares Held
31,366
-51.3% QoQ
Ownership
0.095%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#80
of 510 holders
Holding Since
Mar 2020
21 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in AN Over Time
Shares Held
Position Value (USD)
Derivatives in AN
reported options exposure · as of Dec 31, 2021CallValue
$2,150,040
CallShares
18,400
PutValue
$2,407,110
PutShares
20,600
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Auto & Truck Dealerships
Consumer Cyclical · as of Jun 30, 2026TWO SIGMA INVESTMENTS, LP holds $440,103,013 across 15 Auto & Truck Dealerships names. AN ranks #10 (1.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | KMX |
Carmax Inc
|
5,831,970 | $308,452,893 | |
| 2 | OPLN |
OPENLANE, Inc.
|
665,872 | $27,460,561 | |
| 3 | RUSHA |
Rush Enterprises Inc \Tx\
|
495,736 | $24,120,865 | |
| 4 | SAH |
Sonic Automotive Inc
|
196,402 | $16,652,925 | |
| 5 | CWH |
Camping World Holdings, Inc.
|
1,760,982 | $13,436,292 | |
| 6 | CVNA |
Carvana Co.
|
168,143 | $11,067,172 | |
| 7 | ACVA |
ACV Auctions Inc.
|
1,481,846 | $10,654,472 | |
| 8 | DRVN |
Driven Brands Holdings Inc.
|
729,718 | $10,172,268 |
All Filings in AN
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,827,489 | 31,366 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $12,565,957 | 64,355 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $5,285,888 | 25,600 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $6,697,424 | 30,614 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $25,109,757 | 126,402 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $4,325,530 | 26,714 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $11,279,753 | 66,414 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $6,821,682 | 38,127 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $7,508,869 | 47,113 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $10,871,320 | 65,656 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $4,957,892 | 33,013 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $1,786,520 | 11,800 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $1,942,398 | 11,800 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $10,462,344 | 77,868 | Shares | Sole | 2023-05-15 | |
| 2022-06-30 | $10,205,140 | 91,313 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $5,972,210 | 59,974 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $2,407,110 | 20,600 | Put | Sole | 2022-02-14 | |
| 2021-12-31 | $2,150,040 | 18,400 | Call | Sole | 2022-02-14 | |
| 2021-12-31 | $44,136,348 | 377,718 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $2,496,080 | 20,500 | Call | Sole | 2021-11-15 | |
| 2021-09-30 | $2,483,904 | 20,400 | Put | Sole | 2021-11-15 | |
| 2021-06-30 | $1,460,074 | 15,400 | Put | Sole | 2021-08-16 | |
| 2021-06-30 | $654,189 | 6,900 | Call | Sole | 2021-08-16 | |
| 2021-06-30 | $379,240 | 4,000 | Shares | Sole | 2021-08-16 | |
| 2020-06-30 | $3,176,712 | 84,532 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $1,094,704 | 39,013 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||