Formula Growth’s Sonic Automotive SAH Stock Holding History

Formula Growth’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	$2.45M	Hold	35,800	–	–	1.11%	29
2025 Q4	$2.21M	Hold	35,800	–	–	0.85%	44
2025 Q3	$2.72M	Hold	35,800	–	–	0.97%	46
2025 Q2	$2.86M	Sell	35,800 -5,000	-12%	-$337K	1.08%	34
2025 Q1	$2.32M	Sell	40,800 -10,000	-20%	-$673K	0.94%	47
2024 Q4	$3.22M	Hold	50,800	–	–	1.09%	35
2024 Q3	$2.97M	Hold	50,800	–	–	1.02%	42
2024 Q2	$2.77M	Sell	50,800 -7,000	-12%	-$388K	1.01%	35
2024 Q1	$3.29M	Sell	57,800 -3,000	-5%	-$159K	1.05%	41
2023 Q4	$3.42M	Hold	60,800	–	–	1.1%	28
2023 Q3	$2.9M	Sell	60,800 -9,200	-13%	-$468K	0.99%	35
2023 Q2	$3.34M	Sell	70,000 -7,000	-9%	-$323K	1.06%	31
2023 Q1	$4.18M	Sell	77,000 -3,000	-4%	-$161K	1.35%	19
2022 Q4	$3.94M	Hold	80,000	–	–	1.12%	33
2022 Q3	$3.46M	Hold	80,000	–	–	0.99%	41
2022 Q2	$2.93M	Hold	80,000	–	–	0.81%	50
2022 Q1	$3.4M	Hold	80,000	–	–	0.64%	60
2021 Q4	$3.96M	Hold	80,000	–	–	0.7%	51
2021 Q3	$4.2M	Hold	80,000	–	–	0.6%	56
2021 Q2	$3.58M	Hold	80,000	–	–	0.49%	66
2021 Q1	$3.97M	Hold	80,000	–	–	0.57%	57
2020 Q4	$3.09M	Hold	80,000	–	–	0.52%	52
2020 Q3	$3.21M	Hold	80,000	–	–	0.6%	47
2020 Q2	$2.55M	Hold	80,000	–	–	0.43%	64
2020 Q1	$1.06M	Buy	80,000 +20,000	+33%	+$522K	0.2%	93
2019 Q4	$1.86M	Hold	60,000	–	–	0.23%	89
2019 Q3	$1.89M	Hold	60,000	–	–	0.28%	85
2019 Q2	$1.4M	Hold	60,000	–	–	0.2%	103
2019 Q1	$889K	Hold	60,000	–	–	0.13%	126
2018 Q4	$826K	Hold	60,000	–	–	0.14%	119
2018 Q3	$1.16M	Hold	60,000	–	–	0.13%	123
2018 Q2	$1.24M	Hold	60,000	–	–	0.14%	119
2018 Q1	$1.14M	Sell	60,000 -15,000	-20%	-$303K	0.13%	127
2017 Q4	$1.38M	Hold	75,000	–	–	0.18%	101
2017 Q3	$1.53M	Sell	75,000 -25,000	-25%	-$456K	0.24%	99
2017 Q2	$1.95M	Hold	100,000	–	–	0.33%	80
2017 Q1	$2M	Hold	100,000	–	–	0.42%	70
2016 Q4	$2.29M	Sell	100,000 -329,550	-77%	-$6.7M	0.53%	59
2016 Q3	$8.08M	Buy	429,550 +134,550	+46%	+$2.38M	1.83%	7
2016 Q2	$5.05M	Buy	295,000 +195,000	+195%	+$3.37M	1.23%	21
2016 Q1	$1.85M	Hold	100,000	–	–	0.44%	79
2015 Q4	$2.28M	Buy	+100,000	New	+$2.33M	0.53%	66

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

Formula Growth's SAH Position: Q1 2026 in Review

Formula Growth held its Sonic Automotive (SAH) position steady in Q1 2026 at 35,800 shares worth $2.45M. The position accounts for 1.11% of the portfolio, ranked #29.

Formula Growth first reported a position in SAH in Q4 2015 and has held it in 42 quarters since. The position peaked at $8.08M in Q3 2016. 225 funds tracked by Wall St. Rank hold SAH as of Q1 2026.

Formula Growth held 35,800 shares of Sonic Automotive worth $2.45M as of Q1 2026.
Formula Growth left its Sonic Automotive share count unchanged in Q1 2026.
Sonic Automotive made up 1.11% of Formula Growth's portfolio in Q1 2026, its #29 holding.
Formula Growth first reported a position in Sonic Automotive in Q4 2015 and has held it in 42 quarters since.
Formula Growth's Sonic Automotive position peaked at $8.08M in Q3 2016.
225 funds tracked by Wall St. Rank held Sonic Automotive as of Q1 2026.

Based on Formula Growth's 13F filing for Q1 2026, filed 14 May 2026.