Position in VVV
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$53,476,699
+$23,268,888 QoQ
Shares Held
1,587,788
+52.7% QoQ
Ownership
1.24%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
15 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in VVV Over Time
Shares Held
Position Value (USD)
Position in Auto & Truck Dealerships
Consumer Cyclical · as of Mar 31, 2026Balyasny Asset Management L.P. holds $104,060,683 across 8 Auto & Truck Dealerships names. VVV ranks #1 (51.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VVV |
Valvoline Inc
This page
|
1,587,788 | $53,476,699 | |
| 2 | GPI |
Group 1 Automotive Inc
|
66,628 | $22,029,214 | |
| 3 | RUSHA |
Rush Enterprises Inc \Tx\
|
229,910 | $15,199,350 | |
| 4 | SAH |
Sonic Automotive Inc
|
109,094 | $7,480,574 | |
| 5 | CVNA |
Carvana Co.
|
7,499 | $2,357,534 | |
| 6 | ACVA |
ACV Auctions Inc.
|
422,439 | $1,791,141 | |
| 7 | CARG |
CarGurus, Inc.
|
43,861 | $1,493,466 | |
| 8 | BGSI |
Boyd Group Services Inc.
|
1,820 | $232,705 |
All Filings in VVV
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15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $53,476,699 | 1,587,788 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $30,207,811 | 1,039,498 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $12,970,476 | 361,194 | Shares | Sole | 2025-11-14 | |
| 2025-03-31 | $7,175,211 | 206,125 | Shares | Sole | 2025-05-15 | |
| 2024-09-30 | $263,571 | 6,298 | Shares | Sole | 2024-11-14 | |
| 2022-12-31 | $12,117,623 | 371,137 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $1,296,850 | 51,178 | Shares | Other | 2022-11-15 | |
| 2022-06-30 | $10,050,425 | 348,610 | Shares | Other | 2022-08-15 | |
| 2022-03-31 | $15,550,337 | 492,723 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $27,483,736 | 737,027 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $5,237,023 | 167,961 | Shares | Sole | 2021-12-01 | |
| 2021-06-30 | $5,509,370 | 169,728 | Shares | Sole | 2021-08-16 | |
| 2020-09-30 | $1,068,924 | 56,141 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $8,655,877 | 447,795 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $14,919,942 | 1,139,797 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||