Position in BGSI
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$70,380,153
-$10,789,887 QoQ
Shares Held
550,447
+8.0% QoQ
Ownership
1.98%
of shares outstanding
% of Portfolio
0.77%
of 13F equity value
Holder Rank
#12
of 118 holders
Holding Since
Dec 2025
2 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in BGSI Over Time
Shares Held
Position Value (USD)
Position in Auto & Truck Dealerships
Consumer Cyclical · as of Mar 31, 2026PICTON MAHONEY ASSET MANAGEMENT holds $79,123,269 across 7 Auto & Truck Dealerships names. BGSI ranks #1 (89.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BGSI |
Boyd Group Services Inc.
This page
|
550,447 | $70,380,153 | |
| 2 | OPLN |
OPENLANE, Inc.
|
249,041 | $7,259,545 | |
| 3 | KMX |
Carmax Inc
|
25,546 | $1,062,202 | |
| 4 | CVNA |
Carvana Co.
|
1,328 | $417,496 | |
| 5 | RUSHA |
Rush Enterprises Inc \Tx\
|
23 | $1,520 | |
| 6 | CARG |
CarGurus, Inc.
|
40 | $1,362 | |
| 7 | GPI |
Group 1 Automotive Inc
|
3 | $991 |
All Filings in BGSI
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $70,380,153 | 550,447 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $81,170,040 | 509,542 | Shares | Sole | 2026-02-11 | |
| No filing history on record for this holder in this stock. | ||||||