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Built from publicly disclosed institutional and insider activity. Informational purposes only - not investment advice.OpenStocks · v0.1
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  3. Consumer Cyclical/
  4. Auto & Truck Dealerships
All industries·Consumer Cyclical
Industry deep-dive

Auto & Truck Dealerships

Every super-investor and insider move tracked across 20 tickers in this industry.

Tickers
20
Combined value
$19.07B
Insider net (30d)
−$1.3M
Congress trades (30d)
0

Sector consensus moves

Latest portfolios · 2025Q4
Most bought
Tracked managers added or opened
  • CVNA$1.32B
    Norges Bank (Norway SWF)Sands Capital ManagementWhale Rock Capital+8
    CARVANA CO
  • KMX$622M
    AQR Capital ManagementNorges Bank (Norway SWF)D.E. Shaw & Co.+6
    CARMAX INC
  • SDA$355M
    Paul Tudor Jones (Tudor Investment)Norges Bank (Norway SWF)George Soros (Soros Fund Mgmt)+2
    SEALED AIR CORP NEW
  • LAD$224M
    Norges Bank (Norway SWF)D.E. Shaw & Co.Ken Griffin (Citadel Advisors)+8
    LITHIA MTRS INC
  • GPI$153M
    Norges Bank (Norway SWF)Paul Tudor Jones (Tudor Investment)D.E. Shaw & Co.+4
    GROUP 1 AUTOMOTIVE INC
  • VVV$134M
    Ken Griffin (Citadel Advisors)Norges Bank (Norway SWF)Wellington Management+3
    VALVOLINE INC
  • ABG$96M
    Norges Bank (Norway SWF)D.E. Shaw & Co.Paul Tudor Jones (Tudor Investment)+2
    ASBURY AUTOMOTIVE GROUP INC
  • BGSI$94M
    Norges Bank (Norway SWF)Izzy Englander (Millennium Mgmt)Ken Griffin (Citadel Advisors)+2
    BOYD GROUP SERVICES INC
Most sold
Tracked managers trimmed or exited
  • CVNA$1.31B
    D.E. Shaw & Co.Andreas Halvorsen (Viking Global)Steve Cohen (Point72)+4
    CARVANA CO
  • SDA$333M
    Izzy Englander (Millennium Mgmt)Bill Nygren (Harris / Oakmark)Renaissance Technologies+5
    SEALED AIR CORP NEW
  • KMX$77M
    Wellington ManagementWally Weitz (Weitz Investment)Izzy Englander (Millennium Mgmt)+3
    CARMAX INC
  • CARG$72M
    Wellington ManagementRenaissance TechnologiesD.E. Shaw & Co.+2
    CARGURUS INC
  • RUSHA$64M
    Wellington ManagementIzzy Englander (Millennium Mgmt)Ken Griffin (Citadel Advisors)+1
    RUSH ENTERPRISES INC
  • ACVA$45M
    Bill Nygren (Harris / Oakmark)Wellington ManagementJeremy Grantham (GMO)
    ACV AUCTIONS INC
  • GPI$36M
    Wellington ManagementSteve Cohen (Point72)Ray Dalio (Bridgewater Associates)+1
    GROUP 1 AUTOMOTIVE INC
  • AN$35M
    Renaissance TechnologiesIzzy Englander (Millennium Mgmt)Ray Dalio (Bridgewater Associates)+5
    AUTONATION INC

Biggest auto & truck dealerships books

Top 12 super-investors · 2025Q4
#ManagerSector valuePositions% of bookTop picks
1T. Rowe Price
$7.61B
190.8%
CVNAGPIVVV
2David Abrams
Abrams Capital
$1.33B
223.4%
LADABG
3Norges Bank
Norway SWF
$1.23B
130.1%
CVNAKMXSDA
4Sands Capital Management
$1.03B
13.1%
CVNA
5Wellington Management
$865M
70.2%
CARGRUSHAVVV
6Bill Nygren
Harris / Oakmark
$852M
31.1%
LADSDAOPLN
7Philippe Laffont
Coatue
$826M
12.1%
CVNA
8Stephen Mandel
Lone Pine Capital
$751M
15.5%
CVNA
9Renaissance Technologies
$725M
111.1%
CVNAKMXAN
10AQR Capital Management
$640M
190.3%
KMXANPAG
11Whale Rock Capital
$452M
15.8%
CVNA
12Andreas Halvorsen
Viking Global
$448M
11.2%
CVNA

Constituent tickers

#TickerCompanyValue
1CVNACARVANA CO$12.59B
2LADLITHIA MTRS INC$1.90B
3KMXCARMAX INC$878.0M
4ABGASBURY AUTOMOTIVE GROUP INC$626.7M
5SDASEALED AIR CORP NEW$546.2M
6ANAUTONATION INC$409.3M
7CARGCARGURUS INC$369.6M
8VVVVALVOLINE INC$352.8M
9PAGPENSKE AUTOMOTIVE GRP INC$275.6M
10GPIGROUP 1 AUTOMOTIVE INC$254.7M
11RUSHARUSH ENTERPRISES INC$248.1M
12OPLNKAR AUCTION SVCS INC$113.6M
13DRVNDRIVEN BRANDS HLDGS INC$105.9M
14BGSIBOYD GROUP SERVICES INC$94.4M
15RUSHBRUSH ENTERPRISES INC$86.1M
16ACVAACV AUCTIONS INC$83.8M
17CWHCAMPING WORLD HLDGS INC$74.0M
18SAHSONIC AUTOMOTIVE INC$39.5M
19MCWMISTER CAR WASH INC$17.2M
20CRMTAMERICAS CAR-MART INC$7.7M