General Motors Holdings LLC
Portfolio value QoQ: -11.8% 13F does not disclose cash
Top 10 holdings weight100.00%
Top 25 holdings weight100.00%
Positions above 1%3
Effective number of positions1.7
Based on 13F long-equity holdings only (cash, bonds, shorts not disclosed)
Turnover Q2 2026: 0.0% Est. buys $0 · sells $0
Median holding: 5.0 quarters Tracked Q1 2025–Q2 2026 · 66.7% still held
New positions0
Increased0
Decreased0
Closed1
Portfolio value
$79.8M
Positions
4
As of
June 30, 2026 Data as of Q2 2026
Sector breakdown
Full portfolio 4 positions
| Type | Streak | 8Q trend | |||||
|---|---|---|---|---|---|---|---|
| LAC | $57,758,636 | 72.38% | 15,002,243 | $-1,500,224 | |||
| NMG | $18,750,000 | 23.50% | 12,500,000 | $-9,250,000 | |||
| SES | $2,805,656 | 3.52% | 2,921,950 | $-5,260 | |||
| BLNK | $487,001 | 0.61% | 761,177 | $55,490 | |||
| No matches | |||||||
Top movers (QoQ)
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.