What smart money is saying about Group 1 Automotive, Inc.
1 fund in our archive has pitched Group 1 Automotive, Inc., most recently LRT Capital Management in June 2025.
Group 1 Automotive, Inc., through its subsidiaries, operates in the automotive retail industry. The company sells new and used cars, light trucks, and vehicle parts, as well as service and insurance contracts; arranges related vehicle financing; and offers automotive maintenance and repair services. It operates primarily in 17 states in the United States; and 35 towns in the United Kingdom. As of July 11, 2022, the company owned and operated 204 automotive dealerships, 273 franchises, and 47 collision centers that offer 35 brands of automobiles. Group 1 Automotive, Inc. was incorporated in 1995 and is based in Houston, Texas.
Get an email when a fund buys, sells or pitches it
Position history
Between Q2 2025 and Q3 2026, 4 fund letters reported a position in Group 1 Automotive, Inc., with 2 sells (trimmed or exited).
| Quarter | Letters | Bought | Sold | Theses |
|---|---|---|---|---|
| Q3 2026 | 1 | 0 | 1 | 0 |
| Q2 2026 | 1 | 0 | 1 | 0 |
| Q1 2026 | 1 | 0 | 0 | 0 |
| Q3 2025 | 1 | 0 | 0 | 0 |
| Q2 2025 | 0 | 0 | 0 | 1 |
Bought and Sold count moves: the same sentence published by several funds of one house in a quarter counts once.
Fund activity · 4 positions · 2 moves
- ExitedAlluvium AM ConventumSeptember 2026
“We also completely divested our holding in Group One Automotive,”
Group 1 Automotive, Inc. - TrimmedAlluvium AM ConventumJune 2026
“Group 1 Automotive, (down 11.8%) reported results without too many surprises, however servicing and parts revenue was affected in the US by poor weather. It also announced significant job cuts (nearly 700) across its US operations. We spoke of our concerns with this business (misjudged UK acquisition, high debt level) last quarter, and we started to implement a complete divestment. We only achieved the sale of a small portion before the share price fell to an unacceptable level. It accounts for 2.3% of the Fund.”
Group 1 Automotive, Inc. - HoldsAlluvium Global FundMarch 2026
“Group 1 Automotive, the car dealership, was down 15.8%. Management released full year results, and to be frank, we were disappointed. Its recently acquired UK business continues to be problematic. With a significant fall in sales, it is reducing headcount (again), consolidating operations and exiting the Jaguar Land Rover brand. It is now clear to us that management misjudged this one. Taking on substantial debt to fund a poor business concerns us. There was better, but not overly positive news for its US operations, with higher car prices being achieved, but there was a small decline in volumes. Our business valuation declined as a result of revised and less optimistic assumptions; and given its increased debt and pension liabilities, this was quite pronounced at the equity level. That fall was greater than the share price decline, and it now trades at a premium. So, we are closely considering the Fund’s 2.8% position.”
Group 1 Automotive, Inc. - HoldsLRT CMSeptember 2025
“Group 1 Automotive Inc. (GPI) 1.94”
Group 1 Automotive, Inc.
Fund coverage · 1 thesis
- LRT Capital ManagementJune 2025
Group 1 Automotive, Inc. is a leading international automotive retailer focused on disciplined growth, operational excellence, and a resilient portfolio of luxury and import brands, positioning itself for sustainable long-term growth.
Read the full thesis
Read every full thesis on Group 1 Automotive, Inc.
Read all 1 thesis in full, with each fund's reasoning, and get unlimited access to the archive.
View plans→