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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
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 $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
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
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Heartland Advisors's SAH Position: Q1 2026 in Review

Heartland Advisors opened a new position in Sonic Automotive (SAH) in Q1 2026: 123,225 shares worth $8.45M. The stake represents 0.43% of the portfolio and ranks #93 among its holdings. This is a return to the name: Heartland Advisors previously reported a position in SAH as recently as Q4 2021.

Heartland Advisors first reported a position in SAH in Q4 2014 and has held it in 19 quarters since. The position peaked at $21M in Q4 2015. 225 funds tracked by Wall St. Rank hold SAH as of Q1 2026.

  • Heartland Advisors held 123,225 shares of Sonic Automotive worth $8.45M as of Q1 2026.
  • Sonic Automotive was a new Heartland Advisors position in Q1 2026.
  • Sonic Automotive made up 0.43% of Heartland Advisors's portfolio in Q1 2026, its #93 holding.
  • Heartland Advisors first reported a position in Sonic Automotive in Q4 2014 and has held it in 19 quarters since.
  • Heartland Advisors's Sonic Automotive position peaked at $21M in Q4 2015.
  • 225 funds tracked by Wall St. Rank held Sonic Automotive as of Q1 2026.

Based on Heartland Advisors's 13F filing for Q1 2026, filed 6 May 2026.