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What smart money is saying about Asbury Automotive Group, Inc.United States flag

ABG · Consumer Cyclical · Specialty Retail · Market cap $4.19B

4 funds in our archive have pitched Asbury Automotive Group, Inc. — most recently GoodHaven Fund (GoodHaven Capital Management) in July 2026.

Company profile

Asbury Automotive Group, Inc., together with its subsidiaries, operates as an automotive retailer in the United States. It operates through Dealerships; and Total Care Auto, Powered by Asbury (TCA) segments. The company offers a range of automotive products and services, including new and used vehicles; and vehicle repair and maintenance services, replacement parts, collision repair, and reconditioning services for used vehicles. It also provides finance and insurance products, including arranging vehicle financing through third parties; and aftermarket products, such as extended vehicle service contracts, guaranteed asset protection debt cancellation, prepaid maintenance contracts, key replacement contracts, paintless dent repair contracts, appearance protection contracts, tire and wheel, and lease wear and tear contracts. The company sells its products and services to individual retail customers, other dealers, and licensed wholesalers through its network of dealerships, as well as at auctions. Asbury Automotive Group, Inc. was founded in 1996 and is headquartered in Atlanta, Georgia.

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1
Reported positions
0
Bought
0
Sold
5
Letters

Position history

Between Q4 2024 and Q3 2026, 1 fund letter reported a position in Asbury Automotive Group, Inc., with no move described.

Fund letters reporting a position in Asbury Automotive Group, Inc., by quarter
QuarterLettersBoughtSoldTheses
Q3 20260001
Q2 20261000
Q2 20250001
Q1 20250001
Q4 20240001

Fund activity · 1 position

  • HoldsHotchkis & Wiley Small Cap Diversified Value Representative Portfolio
    June 2026

    Listed in Hotchkis & Wiley Small Cap Diversified Value Representative Portfolio’s reported holdings.

    Read the letterAsbury Automotive Group, Inc.

Fund coverage · 4 theses

  • GoodHaven Fund (GoodHaven Capital Management)
    July 2026

    Asbury Automotive has scale advantages, strong high-margin parts and service economics, disciplined management, and trades at an attractive forward multiple with earnings inflection potential.

    Read the full thesis
  • LRT Capital Management
    June 2025

    Asbury Automotive Group, Inc. is a leading consolidator in the U.S. automotive retail sector, leveraging a resilient business model focused on high-margin parts and services, strategic acquisitions, and innovative digital solutions for sustainable, long-term growth.

    Read the full thesis
  • Black Bear
    March 2025

    Asbury Group is an auto dealership operator in the U.S. with a strong profit model in parts and services, facing tariff impacts on vehicle affordability, yet expected to generate $20-$30 in free cash flow per share in a normal year, indicating a 9-14% annual yield.

    Read the full thesis
  • Black Bear value partners
    December 2024

    Asbury Group is a highly profitable automotive dealership operator leveraging a razor-razorblade model and an omni-channel sales approach, with potential for significant free-cash flow and stock buybacks.

    Read the full thesis

Read every full thesis on Asbury Automotive Group, Inc.

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