Position in SAH
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$7,066,568
+$1,051,745 QoQ
Shares Held
83,342
-5.0% QoQ
Ownership
0.244%
of shares outstanding
% of Portfolio
0.99%
of 13F equity value
Holder Rank
#32
of 236 holders
Holding Since
Sep 2024
8 quarters on record
Voting authority
Sole 16%
Shared 0%
None 84%
Common Shares in SAH Over Time
Shares Held
Position Value (USD)
Position in Auto & Truck Dealerships
Consumer Cyclical · as of Jun 30, 2026Phocas Financial Corp. holds $7,066,568 across 1 Auto & Truck Dealerships name. SAH ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SAH |
Sonic Automotive Inc
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|
83,342 | $7,066,568 |
All Filings in SAH
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $7,066,568 | 83,342 | Shares | Sole | 2026-07-31 | |
| 2026-03-31 | $6,014,823 | 87,718 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $6,943,537 | 112,246 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $8,561,722 | 112,521 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $8,807,087 | 110,185 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $6,275,226 | 110,169 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $7,370,329 | 116,343 | Shares | Sole | 2025-03-05 | |
| 2024-09-30 | $3,645,350 | 62,335 | Shares | Sole | 2024-11-07 | |
| No filing history on record for this holder in this stock. | ||||||