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Penske Automotive Group, Inc.

PAG Consumer Discretionary
$162.18 $-6.88 (-4.07%)
Market Cap: $10.66 B
Gurus Holding
5
Popularity Rank
#1704
% of Shares Held
1.75%
Net Activity (Q1 2026)
-$41.78 M

Guru Ownership Trend

Guru Analysis for Penske Automotive Group, Inc. (PAG)

Penske Automotive Group, Inc. (PAG), a key player in the Consumer Discretionary sector, continues to attract institutional attention.

As of Q1 2026, a total of 5 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $187.06 M.

Top institutional holders include Cliff Asness and Mario Gabelli.

Institutional sentiment is currently Slightly Bearish. This is evidenced by a $41.78 M net outflow during the quarter.

Recent activity highlights Joel Greenblatt who increased their stake by 76.5%. Conversely, Cliff Asness reduced exposure by 35.2%.

Key Holders

Top 5 by Value

Recent Activity Breakdown (Q1 2026)

+$6.49 M
Total Buy Value
New Buys 0
Additions 2
-$48.27 M
Total Sell Value
Reductions 3
Sold Out 3

Guru Consensus (Q1 2026)

Based on recent activity
Net Sellers
6
Net Buyers
2

FAQs for Penske Automotive Group, Inc. (PAG)

Major holders include Cliff Asness ($68.5 M), Mario Gabelli ($59.06 M), Murray Stahl ($21.31 M). According to the latest reported data, 5 tracked investment managers collectively hold approximately 1.15 M shares.

According to the latest 13F reporting period, sentiment appears Bearish (Net Selling). There was a net outflow of $41.78 M, with 2 managers increasing positions and 6 managers reducing holdings.

During the most recent reporting period, 3 managers trimmed their positions, while 3 fully exited PAG. The total reported sell value was $48.27 M.

Yes, 0 managers opened new positions in PAG, and 2 increased their existing holdings. The total reported buy value was $6.49 M.

Portfolio Manager % Portfolio Activity Shares Value Report Date
0.03% Reduce -35.2% 459,637 $68.5 M Q1 2026
0.58% Reduce -0.3% 394,995 $59.06 M Q1 2026
0.23% Reduce -16.1% 142,507 $21.31 M Q1 2026
0.02% Add 15.6% 81,500 $12.19 M Q1 2026
0.03% Add 76.5% 74,790 $11.18 M Q1 2026
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