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Heartland Advisors’s Sonic Automotive SAH Stock Holding History

Heartland Advisors’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
Q2 		$12.5M Buy
147,598
+24,373
+20% +$1.87M 0.56% 56
2026
Q1 		$8.45M Buy
+123,225
New +$7.69M 0.43% 93
2022
Q1 		– Sell
-102,678
Closed -$5.08M – 204
2021
Q4 		$5.08M Sell
102,678
-127,819
-55% -$6.4M 0.3% 140
2021
Q3 		$12.1M Sell
230,497
-25,727
-10% -$1.3M 0.73% 35
2021
Q2 		$11.5M Sell
256,224
-263
-0.1% -$12.8K 0.66% 46
2021
Q1 		$12.7M Sell
256,487
-47,038
-15% -$2.18M 0.8% 29
2020
Q4 		$11.7M Sell
303,525
-46,454
-13% -$1.89M 0.84% 27
2020
Q3 		$14.1M Sell
349,979
-10,183
-3% -$413K 1.22% 8
2020
Q2 		$11.5M Buy
360,162
+52,117
+17% +$1.2M 1.02% 15
2020
Q1 		$4.09M Buy
+308,045
New +$8.03M 0.44% 107
2017
Q2 		– Sell
-116,700
Closed -$2.34M – 210
2017
Q1 		$2.34M Sell
116,700
-486,201
-81% -$10.9M 0.14% 170
2016
Q4 		$13.8M Buy
602,901
+118,775
+25% +$2.41M 0.76% 38
2016
Q3 		$9.1M Sell
484,126
-424,740
-47% -$7.51M 0.52% 80
2016
Q2 		$15.6M Sell
908,866
-8,560
-0.9% -$148K 0.87% 28
2016
Q1 		$17M Sell
917,426
-6,926
-0.7% -$127K 0.89% 28
2015
Q4 		$21M Sell
924,352
-19,428
-2% -$453K 0.84% 32
2015
Q3 		$19.3M Buy
943,780
+61,470
+7% +$1.37M 0.71% 42
2015
Q2 		$21M Buy
882,310
+220,110
+33% +$5.32M 0.59% 54
2015
Q1 		$16.5M Buy
662,200
+303,050
+84% +$7.65M 0.41% 90
2014
Q4 		$9.71M Buy
+359,150
New +$9.07M 0.19% 145

Other funds holding SAH

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
NAMI
Nomura Asset Management International Philadelphia, Pennsylvania $66.6B AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
WHG
Westwood Holdings Group Dallas, Texas $13.3B AUM 29.38% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Heartland Advisors's SAH Position: Q2 2026 in Review

Heartland Advisors increased its Sonic Automotive (SAH) stake by 20% in Q2 2026, buying an estimated $1.87M and bringing the position to 147,598 shares worth $12.5M. The position accounts for 0.56% of the portfolio, ranked #56.

Heartland Advisors first reported a position in SAH in Q4 2014 and has held it in 20 quarters since. The position peaked at $21M in Q4 2015. 238 funds tracked by Wall St. Rank hold SAH as of Q2 2026.

  • Heartland Advisors held 147,598 shares of Sonic Automotive worth $12.5M as of Q2 2026.
  • Heartland Advisors bought 24,373 Sonic Automotive shares in Q2 2026, an estimated $1.87M.
  • Sonic Automotive made up 0.56% of Heartland Advisors's portfolio in Q2 2026, its #56 holding.
  • Heartland Advisors first reported a position in Sonic Automotive in Q4 2014 and has held it in 20 quarters since.
  • Heartland Advisors's Sonic Automotive position peaked at $21M in Q4 2015.
  • 238 funds tracked by Wall St. Rank held Sonic Automotive as of Q2 2026.

Based on Heartland Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.