What smart money is saying about Auto Trader Group plc
1 fund in our archive has pitched Auto Trader Group plc — most recently Ennismore Global Smaller Companies Fund in December 2025.
Auto Trader Group plc operates in the digital automotive marketplace in the United Kingdom and Ireland. The company provides vehicle advertisement on its websites for private sellers, as well as insurance and loan financing products to consumers; and display advertising on its websites for manufacturers and their advertising agencies. It offers its products to retailers, home traders, and logistics firms. Auto Trader Group plc was founded in 1977 and is headquartered in Manchester, the United Kingdom.
Position history
Between Q4 2025 and Q2 2026, 1 fund letter reported a position in Auto Trader Group plc — 1 opened or added to the position.
| Quarter | Letters | Bought | Sold | Theses |
|---|---|---|---|---|
| Q2 2026 | 1 | 1 | 0 | 0 |
| Q4 2025 | 0 | 0 | 0 | 1 |
Fund activity · 1 position · 1 move
- June 2026
“We also added to the Funds’ positions in Autotrader, Berkeley Group Holdings, and Nihon Nohyaku, among others, at what we believe are still discounted prices.”
Read the letterAuto Trader Group plc
Also mentioned · 1
These funds discuss Auto Trader Group plc — as a competitor, benchmark or comparable — without disclosing a position in it.
- May 2026
“Among detractors, Autotrader Group Plc posted a weak full-year update,”
Read the letterAuto Trader Group plc
Fund coverage · 1 thesis
- Ennismore Global Smaller Companies FundDecember 2025
Auto Trader Group plc is the dominant UK auto classifieds platform addressing transaction risk with Deal Builder and buying back stock, trading at a trough multiple with potential inflections ahead.
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