Position in BGSI
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$16,735,059
-$2,949,368 QoQ
Shares Held
176,866
+14.9% QoQ
Ownership
0.636%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#23
of 117 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in BGSI Over Time
Shares Held
Position Value (USD)
Position in Auto & Truck Dealerships
Consumer Cyclical · as of Jun 30, 2026MORGAN STANLEY holds $1,237,474,084 across 18 Auto & Truck Dealerships names. BGSI ranks #12 (1.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CVNA |
Carvana Co.
|
6,370,368 | $419,297,613 | |
| 2 | VVV |
Valvoline Inc
|
3,827,602 | $151,343,373 | |
| 3 | KMX |
Carmax Inc
|
2,176,424 | $115,111,054 | |
| 4 | PAG |
Penske Automotive Group, Inc.
|
584,751 | $104,641,185 | |
| 5 | AN |
Autonation, Inc.
|
518,466 | $96,325,790 | |
| 6 | LAD |
Lithia Motors Inc
|
248,365 | $72,147,542 | |
| 7 | OPLN |
OPENLANE, Inc.
|
1,718,880 | $70,886,605 | |
| 8 | RUSHA |
Rush Enterprises Inc \Tx\
|
1,278,243 | $60,827,163 |
All Filings in BGSI
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $16,735,059 | 176,866 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $19,684,427 | 153,953 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $6,150,890 | 38,612 | Shares | Defined | 2026-05-27 | |
| No filing history on record for this holder in this stock. | ||||||