Islay Capital Management’s AutoNation AN Stock Holding History

Islay Capital Management’s Portfolio AN Stock Details AN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$639K	Buy	+3,273	New	+$661K	0.32%	66
2025 Q4	–	Sell	-2,526	Closed	-$553K	–	219
2025 Q3	$553K	Buy	+2,526	New	+$532K	0.32%	73
2023 Q3	–	Sell	-5,137	Closed	-$846K	–	218
2023 Q2	$846K	Buy	5,137 +649	+14%	+$90.1K	0.75%	44
2023 Q1	$603K	Buy	4,488 +3,865	+620%	+$496K	0.59%	58
2022 Q4	$66.8K	Sell	623 -2,614	-81%	-$289K	0.08%	114
2022 Q3	$330K	Buy	3,237 +2,059	+175%	+$242K	0.39%	58
2022 Q2	$132K	Sell	1,178 -1,279	-52%	-$145K	0.14%	106
2022 Q1	$245K	Buy	2,457 +1,466	+148%	+$162K	0.2%	69
2021 Q4	$116K	Sell	991 -146	-13%	-$17.6K	0.09%	143
2021 Q3	$138K	Buy	1,137 +87	+8%	+$9.82K	0.11%	98
2021 Q2	$100K	Buy	+1,050	New	+$103K	0.08%	150

Other funds holding AN

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

BWA

Brave Warrior Advisors New York $4.04B AUM 1.15% 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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Alyeska Investment Group Chicago, Illinois $35.4B AUM 33.54% 1-Year Est. Return

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

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

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

Islay Capital Management's AN Position: Q1 2026 in Review

Islay Capital Management opened a new position in AutoNation (AN) in Q1 2026: 3,273 shares worth $639K. The stake represents 0.32% of the portfolio and ranks #66 among its holdings. This is a return to the name: Islay Capital Management previously reported a position in AN as recently as Q3 2025.

Islay Capital Management first reported a position in AN in Q2 2021 and has held it in 11 quarters since. The position peaked at $846K in Q2 2023. 508 funds tracked by Wall St. Rank hold AN as of Q1 2026.

Islay Capital Management held 3,273 shares of AutoNation worth $639K as of Q1 2026.
AutoNation was a new Islay Capital Management position in Q1 2026.
AutoNation made up 0.32% of Islay Capital Management's portfolio in Q1 2026, its #66 holding.
Islay Capital Management first reported a position in AutoNation in Q2 2021 and has held it in 11 quarters since.
Islay Capital Management's AutoNation position peaked at $846K in Q2 2023.
508 funds tracked by Wall St. Rank held AutoNation as of Q1 2026.

Based on Islay Capital Management's 13F filing for Q1 2026, filed 14 May 2026.