Position in SDA
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$0
-$17,684 QoQ
Shares Held
2,485
-84.9% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2023
12 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in SDA Over Time
Shares Held
Position Value (USD)
Position in Auto & Truck Dealerships
Consumer Cyclical · as of Jun 30, 2026UBS Group AG holds $650,076,954 across 25 Auto & Truck Dealerships names. SDA ranks #25 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CVNA |
Carvana Co.
|
4,507,857 | $296,707,145 | |
| 2 | LAD |
Lithia Motors Inc
|
274,345 | $79,694,477 | |
| 3 | VVV |
Valvoline Inc
|
1,724,360 | $68,181,193 | |
| 4 | KMX |
Carmax Inc
|
866,663 | $45,837,804 | |
| 5 | PAG |
Penske Automotive Group, Inc.
|
245,492 | $43,930,792 | |
| 6 | AN |
Autonation, Inc.
|
155,108 | $28,817,513 | |
| 7 | ABG |
Asbury Automotive Group Inc
|
141,066 | $28,365,550 | |
| 8 | RUSHA |
Rush Enterprises Inc \Tx\
|
265,042 | $12,696,114 |
All Filings in SDA
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $17,684 | 10,403 | Shares | Defined | 2026-05-05 | |
| 2025-12-31 | $22,821 | 11,298 | Shares | Defined | 2026-01-29 | |
| 2025-09-30 | $48,048 | 19,406 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $63,063 | 24,731 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $544,799 | 132,233 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $874,675 | 90,640 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $46,912 | 4,257 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $84,440 | 9,269 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $14,854 | 1,978 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $11,550 | 1,400 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $1,082 | 102 | Shares | Sole | 2023-11-09 | |
| No filing history on record for this holder in this stock. | ||||||