General Motors Holdings LLC

CIK 1497345 · View on SEC EDGAR ↗

Portfolio value
$79.8M
#8,495 of 9,443 by 13F value · top 90.0%
Positions
4
As of
June 30, 2026

Portfolio value QoQ: -11.8% 13F does not disclose cash

Top 10 holdings weight
100.00%
Top 25 holdings weight
100.00%
Positions above 1%
3
Effective number of positions
1.7

Based on 13F long-equity holdings only (cash, bonds, shorts not disclosed)

Turnover Q2 2026: 0.0% Est. buys $0 · sells $0

Median holding: 6.0 quarters Tracked Q4 2024–Q2 2026 · 66.7% still held

New positions
0
Increased
0
Decreased
0
Closed
1
On this page

Sector breakdown

Materials
95.9%
Industrials
4.1%

Full portfolio 4 positions

Type Streak 8Q trend
LAC Lithium Americas Corp. Common Shares $57,758,636 72.38% 15,002,243 $-1,500,224
NMG Nouveau Monde Graphite Inc. Common Shares $18,750,000 23.50% 12,500,000 $-9,250,000
SES SES AI Corporation Class A Common Stock $2,805,656 3.52% 2,921,950 $-5,260
BLNK Blink Charging Co. - Common Stock $487,001 0.61% 761,177 $55,490

Top movers (QoQ)

Security Action Shares Δ Value Δ
NMG Price move only +0 -$9.2M
LAC Price move only +0 -$1.5M
BLNK Price move only +0 +$55K
SES Price move only +0 -$5K

Exited positions

Includes corporate events (mergers, delistings) — not all exits are sells

Closed positions reflect 13F reporting changes; for index managers these are often mechanical (delisting, M&A, index rebalancing), not active decisions.

SecurityQuarter Shares before Value before Price since exit
LACXXXX March 31, 2026 15,002,245 $83,712,527 No longer tracked
LIDR Sept. 30, 2025 468,805 $267,266 -48.8%