Position in MCW
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$1,938,893
+$496,057 QoQ
Shares Held
278,177
+2.8% QoQ
Ownership
0.085%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#46
of 221 holders
Holding Since
Sep 2022
7 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in MCW Over Time
Shares Held
Position Value (USD)
Position in Auto & Truck Dealerships
Consumer Cyclical · as of Mar 31, 2026ExodusPoint Capital Management, LP holds $61,771,536 across 10 Auto & Truck Dealerships names. MCW ranks #9 (3.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VVV |
Valvoline Inc
|
612,434 | $20,626,777 | |
| 2 | ABG |
Asbury Automotive Group Inc
|
62,664 | $12,245,172 | |
| 3 | AN |
Autonation, Inc.
|
38,667 | $7,550,118 | |
| 4 | KMX |
Carmax Inc
|
128,819 | $5,356,294 | |
| 5 | ACVA |
ACV Auctions Inc.
|
1,219,293 | $5,169,802 | |
| 6 | RUSHA |
Rush Enterprises Inc \Tx\
|
46,403 | $3,067,702 | |
| 7 | GPI |
Group 1 Automotive Inc
|
6,414 | $2,120,660 | |
| 8 | CWH |
Camping World Holdings, Inc.
|
289,061 | $1,974,286 |
All Filings in MCW
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,938,893 | 278,177 | Shares | Sole | 2026-05-14 | |
| 2025-09-30 | $1,442,836 | 270,701 | Shares | Sole | 2025-11-14 | |
| 2025-03-31 | $3,334,629 | 422,640 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $1,343,576 | 184,304 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $1,793,661 | 275,524 | Shares | Sole | 2024-11-12 | |
| 2023-03-31 | $3,037,963 | 352,432 | Shares | Other | 2023-05-11 | |
| 2022-09-30 | $390,450 | 45,507 | Shares | Other | 2022-11-10 | |
| No filing history on record for this holder in this stock. | ||||||