Position in VVV
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$151,343,373
+$26,471,009 QoQ
Shares Held
3,827,602
+3.2% QoQ
Ownership
3.00%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#9
of 447 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 90%
Shared 0%
None 10%
Common Shares in VVV Over Time
Shares Held
Position Value (USD)
Position in Auto & Truck Dealerships
Consumer Cyclical · as of Jun 30, 2026MORGAN STANLEY holds $1,230,282,553 across 19 Auto & Truck Dealerships names. VVV ranks #2 (12.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CVNA |
Carvana Co.
|
6,370,368 | $419,297,613 | |
| 2 | VVV |
Valvoline Inc
This page
|
3,827,602 | $151,343,373 | |
| 3 | KMX |
Carmax Inc
|
2,176,424 | $115,111,054 | |
| 4 | PAG |
Penske Automotive Group, Inc.
|
584,751 | $104,641,185 | |
| 5 | AN |
Autonation, Inc.
|
518,466 | $96,325,790 | |
| 6 | LAD |
Lithia Motors Inc
|
248,365 | $72,147,542 | |
| 7 | OPLN |
OPENLANE, Inc.
|
1,718,880 | $70,886,605 | |
| 8 | GPI |
Group 1 Automotive Inc
|
191,776 | $55,839,412 |
All Filings in VVV
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $151,343,373 | 3,827,602 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $124,872,364 | 3,707,612 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $100,303,518 | 3,451,601 | Shares | Defined | 2026-05-27 | |
| 2025-09-30 | $133,366,536 | 3,713,911 | Shares | Defined | 2026-05-27 | |
| 2025-06-30 | $114,889,203 | 3,033,779 | Shares | Defined | 2025-08-15 | |
| 2025-03-31 | $56,758,117 | 1,630,512 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $49,869,566 | 1,378,374 | Shares | Defined | 2025-05-15 | |
| 2024-09-30 | $59,507,889 | 1,421,933 | Shares | Defined | 2025-05-14 | |
| 2024-06-30 | $64,715,108 | 1,498,035 | Shares | Defined | 2025-05-14 | |
| 2024-03-31 | $76,757,287 | 1,722,174 | Shares | Defined | 2024-10-17 | |
| 2023-12-31 | $58,234,937 | 1,549,626 | Shares | Defined | 2024-08-16 | |
| 2023-09-30 | $44,471,882 | 1,379,401 | Shares | Defined | 2023-11-15 | |
| 2023-06-30 | $65,222,945 | 1,738,815 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $66,531,239 | 1,904,157 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $45,013,633 | 1,378,672 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $17,667,020 | 697,199 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $18,849,223 | 653,806 | Shares | Defined | 2022-10-27 | |
| 2022-03-31 | $7,142,844 | 226,326 | Shares | Defined | 2022-10-27 | |
| 2021-12-31 | $7,589,445 | 203,525 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $4,659,786 | 149,448 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $7,671,723 | 236,344 | Shares | Defined | 2021-08-23 | |
| 2021-03-31 | $3,683,506 | 141,293 | Shares | Defined | 2021-05-17 | |
| 2020-12-31 | $8,912,576 | 385,159 | Shares | Defined | 2021-02-16 | |
| 2020-09-30 | $1,858,264 | 97,598 | Shares | Defined | 2020-11-13 | |
| 2020-06-30 | $2,189,120 | 113,250 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $1,914,070 | 146,224 | Shares | Defined | 2020-05-26 | |
| No filing history on record for this holder in this stock. | ||||||