What smart money is saying about General Motors
GM
No fund has written a full thesis on General Motors in our archive, but 2 fund letters report a position in it, most recently Oakmark Fund in September 2026.
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2
Reported positions
0
Bought
1
Sold
4
Letters
Position history
Between Q2 2026 and Q3 2026, 2 fund letters reported a position in General Motors, with 1 sell (trimmed or exited).
| Quarter | Letters | Bought | Sold | Theses |
|---|---|---|---|---|
| Q3 2026 | 1 | 0 | 0 | 0 |
| Q2 2026 | 1 | 0 | 1 | 0 |
Bought and Sold count moves: the same sentence published by several funds of one house in a quarter counts once.
Fund activity · 2 positions · 1 move
- HoldsOakmark FundSeptember 2026
“Because so much market capitalization is now concentrated in large technology companies, the very large businesses we own, such as General Motors, Delta Air Lines and Nike, are classified as mid-cap stocks.”
General Motors - June 2026
“Shares of automaker General Motors, electrical product manufacturer Regal Rexnord, coffee chain Starbucks and SS&C Technologies, a diversified provider of tech-enabled services and software to the financial services industry, were sold to allocate funds to more attractive opportunities.”
General Motors
Also mentioned · 2
These funds discuss General Motors as a competitor, benchmark or comparable, without disclosing a position in it.
- MentionedNight Watch Global Value StrategySeptember 2026
“Meanwhile, the crude oil market remains well supplied through releases from the various Strategic Petroleum Reserves. This has put products such as diesel and jet fuel in short supply. Crack spreads, or the margin the refiners can earn, have gone up by 3x since the start of the year. Refiners are our hedge against further escalation in either Ukraine/Russia or Iran. We have exposure to a basket of US-based refiners. Moving further downstream in the petroleum value chain, you get to base oils: the key ingredient in lubricants such as motor oil. In normal years, base oils are a terrible industry, suffering from oversupply from either the Middle East or the Far East. But 7 months of Hormuz closure have created real shortages and prices are at levels that have never been seen before. This all works its way through to the real economy. General Motors requires customers to use its proprietary motor oil to maintain their warranty coverage.”
General Motors - MentionedBlue OrcaMarch 2025
“The Company is the third largest VMS provider in the world, supplying approximately 30 leading OEMs, including BMW, GM, Stellantis, and Tesla as well as other Chinese manufacturers.”
General Motors
Read the letters behind these General Motors positions
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