$SAH

$63.68 +$2.42 (3.95%) Close

$SAH Overview Financial Statements SEC Filings Executives News Red Flags Capital Raising Ownership Insider Transactions Congressional Trades

Ownership

13F as of Q2 2026 · 31.6M shares outstanding

Who owns SAH?

By type of holder

Institutions 45.9% Insiders 0.0% Everyone else 54.1%

Concentration Top 10 holders own 96.7%

B. Scott Smith 41.8% · Sonic Financial Corporation 31.2%

Institutional ownership

45.9%

+0.7 pts vs last qtr

Institutional holders

235

+9 vs last qtr

Net shares bought

+217.8K

by institutions in Q2 2026

New / sold out

39 / 30

positions opened vs closed

How is ownership changing?

Institutions, last 8 quarters

Biggest buyers in Q2 2026

LSV Asset Management NEW +734.0K
Jpmorgan Chase & Co +272.5K

Biggest sellers in Q2 2026

Trexquant Investment LP SOLD OUT −124.9K
Westwood Holdings Group Inc −113.0K

Who is planning to sell?

Notices of proposed sale, last 12 months

$9.6M

4 notices from 2 people

Shares covered

114.6K

0.36% of the company

Arranged in advance

100%

of the value is under a 10b5-1 plan

Under a 10b5-1 plan No plan

Largest proposed sellers

Dyke Jeff Officer 10b5-1 $8.36M
Byrd Heath Officer 10b5-1 $1.24M

Every notice on Red Flags →

A Form 144 is notice of a planned sale, not the sale itself. What insiders actually sold is on Insider Transactions.

Is your stake being diluted?

Diluted share count, FY2016–FY2025

−24.5%

−3.07% a year

Each share's claim on the business

+32.4%

grew without buying or selling a share

Spent on buybacks vs paid in stock

$885M vs $162M

over 10 fiscal years

Diluted shares, split-adjusted

Buybacks Stock-based comp

How patient are the owners?

Institutional shares by how long they've been held

5+ years68% 3–5 years4% 1–3 years10% Under 1 year17%

Quarterly turnover

13.6%

of institutional shares changed hands

Top 10 managers, median time held

5 years

Super Investors

Investment managers reporting SAH on Form 13F

Holder	Shares	% of company	Change vs last qtr	Held since	% of their book
B BlackRock, Inc.	2.4M	7.61%	−101.8K (−4.1%)	≤2021	0.0%
Shares held by quarter Peak holding2.5M (Q1'26) Change over 8 quarters+56.0K Share of the company7.610% BlackRock, Inc.'s full portfolio →
DF Dimensional Fund Advisors LP	1.3M	4.22%	+20.2K (+1.5%)	≤2021	0.0%
Shares held by quarter Peak holding1.7M (Q3'24) Change over 8 quarters−370.1K Share of the company4.220% Dimensional Fund Advisors LP's full portfolio →

BlackRock, Inc.

2.4M

% of company

7.61%

Change vs last qtr

−101.8K (−4.1%)

Held since

≤2021

Dimensional Fund Advisors LP

1.3M

% of company

4.22%

Change vs last qtr

+20.2K (+1.5%)

Held since

≤2021

28 more super investors behind a free account

See every manager holding Sonic Automotive Inc, how their position has changed, and how long they've held it.

Institutional Funds

Mutual funds and ETFs reporting SAH on Form N-PORT; together they hold 24.1% of the company

Fund	Position value	Shares	% of company	% of the fund	As of
IC iShares Core S&P Small-Cap ETF iShares Trust	$67M	790.3K	2.50%	0.06%	June 30, 2026
VT Vanguard Total Stock Market Index Fund Vanguard Index Funds	$31.6M	372.5K	1.18%	0.00%	June 30, 2026

iShares Core S&P Small-Cap ETF

iShares Trust

Position value

$67M

% of company

2.50%

% of the fund

0.06%

As of

June 30, 2026

Vanguard Total Stock Market Index Fund

Vanguard Index Funds

Position value

$31.6M

% of company

1.18%

% of the fund

0.00%

As of

June 30, 2026

23 more funds behind a free account

See every fund holding Sonic Automotive Inc and how much of the fund the position is.

Insiders and 5%+ holders

From Forms 3/4/5 and Schedules 13D/G

Holder	Shares	% of company	Change vs last qtr	8 quarters	Held since	% of their book
BS B. Scott Smith 5%+ holder 13D · 41.8%	13.2M	41.82%	—	—	—	—
This holder reports through Schedule 13D/G, not a quarterly 13F. Share of the company41.820% Disclosed stake13D · 41.8% View the 13D/G filing →
SF Sonic Financial Corporation 5%+ holder 13D · 31.2%	9.9M	31.20%	—	—	—	—
This holder reports through Schedule 13D/G, not a quarterly 13F. Share of the company31.200% Disclosed stake13D · 31.2% View the 13D/G filing →

B. Scott Smith

5%+ holder13D · 41.8%

13.2M

% of company

41.82%

Change vs last qtr

—

Held since

—

Sonic Financial Corporation

5%+ holder13D · 31.2%

9.9M

% of company

31.20%

Change vs last qtr

—

Held since

—

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