← Holdings
GM

GENERAL MOTORS CO

2 managers · $1.1B total
Data: SEC EDGAR 13F · 2026Q2
Manager holders · last 5 qtrsⓘ
2
2025Q2 – 2026Q2 · flat QoQ
Total position
$1.1B
Combined value across tracked managers
Net move this quarter
↓ Trimming
Weighted by holders' share change
HolderQ actionValue% of port.Style
Harris (Oakmark)Trim-1.92%$1.0B1.35%Deep value / Contrarian long-term
Patient CapitalⓘTrim-15.18%$49M1.6%Contrarian growth-value / Time arbitrage
What managers sayⓘ
2026-07-27Patient Capital ManagementNeutralOpportunity Equity Strategy Update for 7/17/2026 – 7/24/2026Detail →
2026-07-27Colossus (Invest Like the Best / Business Breakdowns)NeutralApplied Intuition: A Billion Intelligent Machines - [Business Breakdowns, EP.248]Detail →
2026-04-14Michael Mauboussin (Consilient Observer)NeutralCompetitive Advantage Period: The Neglected Value DriverDetail →
2026-04-09Patient Capital ManagementBull“The Worst Brings Out the Best in Us” - Dr. Edith EgerDetail →
2026-01-16Patient Capital ManagementBull4Q25 Portfolio Activity and AttributionDetail →
2025-12-31Bonsai PartnersNeutralBonsai Partners 2H 2025 LetterDetail →
2025-04-07Oakmark FundsBullMarkets in turmoil: Our views on the tariffsDetail →
2025-03-31GMOBearTariffs: Making the U.S. Exceptional, but Not in a Good WayDetail →
Earnings Callsⓘ

No earnings call data yet

FinancialsⓘFY2025 · Source: SEC EDGAR 10-K

5y revenue CAGR 10% · latest net margin 1.6% · FCF consistently positive

Revenue$168.0B
Rev. YoY-2.1%
Gross margin—
Net margin1.6%
Net income$2.70B
Free cash flow$17.6B
Operating cash flow$26.9B
ROE4.4%

Source: SEC EDGAR company filings (10-K). Foreign issuers (20-F/IFRS) not yet covered.