Covalis Capital’s Sonic Automotive SAH Stock Holding History

Covalis Capital’s Portfolio SAH Stock Details SAH Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-93,018	Closed	-$5.75M	–	143
2025 Q4	$5.75M	Buy	+93,018	New	+$6.16M	0.4%	54

Other funds holding SAH

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

NAMI

Nomura Asset Management International Philadelphia, Pennsylvania $58.4B AUM

WHG

Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Covalis Capital's SAH Position: Q1 2026 in Review

Covalis Capital sold out of Sonic Automotive (SAH) in Q1 2026, closing a stake of 93,018 shares — an estimated $5.75M sold.

Covalis Capital first reported a position in SAH in Q4 2025 and held it in 1 quarter. The position peaked at $5.75M in Q4 2025. 225 funds tracked by Wall St. Rank hold SAH as of Q1 2026.

Covalis Capital reported no remaining Sonic Automotive position as of Q1 2026 after selling out during the quarter.
Covalis Capital sold 93,018 Sonic Automotive shares in Q1 2026, an estimated $5.75M.
Covalis Capital first reported a position in Sonic Automotive in Q4 2025 and held it in 1 quarter.
Covalis Capital's Sonic Automotive position peaked at $5.75M in Q4 2025.
225 funds tracked by Wall St. Rank held Sonic Automotive as of Q1 2026.

Based on Covalis Capital's 13F filing for Q1 2026, filed 15 May 2026.