Position in BGSI
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$146,877,678
-$36,795,127 QoQ
Shares Held
1,552,290
+8.1% QoQ
Ownership
5.58%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#3
of 117 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority
Sole 99%
Shared 0%
None 1%
Common Shares in BGSI Over Time
Shares Held
Position Value (USD)
Position in Auto & Truck Dealerships
Consumer Cyclical · as of Jun 30, 2026BANK OF MONTREAL /CAN/ holds $546,947,335 across 14 Auto & Truck Dealerships names. BGSI ranks #3 (26.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | OPLN |
OPENLANE, Inc.
|
4,784,044 | $197,293,974 | |
| 2 | PAG |
Penske Automotive Group, Inc.
|
825,389 | $147,703,359 | |
| 3 | BGSI |
Boyd Group Services Inc.
This page
|
1,552,290 | $146,877,678 | |
| 4 | CVNA |
Carvana Co.
|
490,321 | $32,272,926 | |
| 5 | ACVA |
ACV Auctions Inc.
|
2,380,983 | $17,119,267 | |
| 6 | GPI |
Group 1 Automotive Inc
|
5,292 | $1,540,870 | |
| 7 | LAD |
Lithia Motors Inc
|
2,990 | $868,563 | |
| 8 | AN |
Autonation, Inc.
|
4,585 | $851,845 |
All Filings in BGSI
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $146,877,678 | 1,552,290 | Shares | Defined | 2026-08-12 | |
| 2026-03-31 | $183,672,805 | 1,436,515 | Shares | Defined | 2026-05-13 | |
| 2025-12-31 | $209,548,793 | 1,315,435 | Shares | Defined | 2026-02-12 | |
| No filing history on record for this holder in this stock. | ||||||