GPI
Group 1 Automotive Inc
2 super-investors hold GPI worth a combined $253M. The largest position: Greg Alexander at 47.7% of their portfolio. This quarter the cohort logged 1 buy and 0 sells on the name. Cohort Conviction Score: 58 — ranked #24 of 724 scored stocks.
Why super-investors own GPI
Ownership of GPI within this cohort is effectively a one-manager story: Greg Alexander holds the stock at 47.7% of his portfolio — a $250M position that dominates his book and accounts for nearly all of the cohort's $253M combined exposure. Alexander added to the position in 2026Q1, signaling continued conviction rather than any trimming impulse. Joel Greenblatt carries a token $3M stake at a rounding-error weight. The owner count has held flat at one meaningful holder for eight consecutive quarters, with no new entrants this period, suggesting the broader cohort remains uninterested. Interest is neither rising nor fading in aggregate — it is simply concentrated in a single high-conviction bet.
AI-synthesized from 13F filings. Not investment advice.
In the news
all news →- Group 1 Automotive (NYSE: GPI) to release Q2 2026 results and host callStock Titan ·
- GPI Maintained by Barclays -- Price Target Lowered to $435GuruFocus ·
- Group 1 Automotive (NYSE:GPI) Price Target Lowered to $435.00 at BarclaysMarketBeat ·
- Group 1 Automotive Schedules July 30 Call for Q2 ResultsStock Titan ·
- GPI Maintained by JP Morgan -- Price Target Lowered to $380GuruFocus ·
- JPMorgan Chase & Co. Has Lowered Expectations for Group 1 Automotive (NYSE:GPI) Stock PriceMarketBeat ·
Headlines via Google News. Links open in a new tab.
Cohort owners over time
2016Q2 → 2026Q1How many of the cohort members held this stock each quarter.
Owners (2) · click any column to sort
| #↑ | Manager | % Port. | History | Value | Shares |
|---|---|---|---|---|---|
| 1 | Greg Alexander | 47.7% | 14q | $250M | 755,032 |
| 2 | Joel Greenblatt | <0.1% | 39q | $3M | 10,061 |
Owners of GPI also hold
Recent activity (1)
| Manager | Move | % Port. | Δ Shares | Value | Filed |
|---|---|---|---|---|---|
| Greg Alexander | ADD | 47.7% | +33% | $250M | May 15, 2026 |
Long US equity 13F-HR filings only. CUSIP 398905109. Not investment advice.