SONIC AUTOMOTIVE INC
Congressional Trades
No congressional trades in SAH on record.
Whale Activity
- Increased2
- New1
- Held0
- Decreased6
- Closed0
- No prior filing1
| Filer | Shares | Value | Change |
|---|---|---|---|
| BlackRock, Inc. | 2.4M | $204.0M | decreased |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 760.9K | $64.5M | decreased |
| VANGUARD CAPITAL MANAGEMENT LLC | 536.1K | $45.5M | decreased |
| D. E. Shaw & Co., Inc. | 204.8K | $17.4M | increased |
| TWO SIGMA INVESTMENTS, LP | 196.4K | $16.7M | decreased |
| MILLENNIUM MANAGEMENT LLC | 45.2K | $3.8M | decreased |
| FORMULA GROWTH LTD | 35.8K | $3.0M | — |
| RENAISSANCE TECHNOLOGIES LLC | 35.5K | $3.0M | decreased |
| CITADEL ADVISORS LLC | 21.7K | $1.8M | increased |
| Point72 Asset Management, L.P. | 19.1K | $1.6M | new |
KeyVex tracks a curated set of large 13F filers plus the largest positions in recent filings, so this is a sample of institutional activity, not the whole market.
Insider Trading
Recent Insider Transactions
| Insider | Type | Shares | Price | Value | Date | |
|---|---|---|---|---|---|---|
| Rusnak Paul P. | Purchase | +27.8K | $59.76 | $1.7M | Oct 5, 2026 | Form 4 ↗ |
| Rusnak Paul P. | Purchase | +21.6K | $59.50 | $1.3M | Oct 1, 2026 | Form 4 ↗ |
| DYKE JEFFPresident · Director | Sale | −35.1K | $85.22 | $3.0M | Jun 10, 2026 | Form 4 ↗ |
| DYKE JEFFPresident · Director | Sale | −14.9K | $85.13 | $1.3M | Jun 9, 2026 | Form 4 ↗ |
| DYKE JEFFPresident · Director | Sale | −50.0K | $82.97 | $4.1M | Jun 8, 2026 | Form 4 ↗ |
| Byrd HeathEVP and CFO | Sale | −5,061 | $85.00 | $430K | Jun 2, 2026 | Form 4 ↗ |
| Byrd HeathEVP and CFO | Sale | −9,526 | $85.00 | $810K | May 28, 2026 | Form 4 ↗ |
| SMITH BRYAN SCOTTDirector · 10% owner | Grant / award | +4,373 | $0.00 | $0 | Apr 30, 2026 | Form 4 ↗ |
| BELK WILLIAM IDirector | Grant / award | +2,843 | $0.00 | $0 | Apr 30, 2026 | Form 4 ↗ |
| Kaiser Keri ADirector | Grant / award | +3,061 | $0.00 | $0 | Apr 30, 2026 | Form 4 ↗ |
| BROOKS WILLIAM RDirector | Grant / award | +2,916 | $0.00 | $0 | Apr 30, 2026 | Form 4 ↗ |
| TAYLOR R EUGENEDirector | Grant / award | +2,843 | $0.00 | $0 | Apr 30, 2026 | Form 4 ↗ |
| SMITH MARCUS GDirector · 10% owner | Grant / award | +4,373 | $0.00 | $0 | Apr 30, 2026 | Form 4 ↗ |
| Hodge Michael EdwardDirector | Grant / award | +3,608 | $0.00 | $0 | Apr 30, 2026 | Form 4 ↗ |
| Byrd HeathEVP and CFO | Disposition to issuer | −5,872 | $68.57 | $403K | Mar 31, 2026 | Form 4 ↗ |
| Byrd HeathEVP and CFO | Option exercise | +5,872 | — | — | Mar 31, 2026 | Form 4 ↗ |
| DYKE JEFFPresident · Director | Disposition to issuer | −7,534 | $68.57 | $517K | Mar 31, 2026 | Form 4 ↗ |
| DYKE JEFFPresident · Director | Option exercise | +7,534 | — | — | Mar 31, 2026 | Form 4 ↗ |
| SMITH DAVID BRUTONChairman and CEO · Director · 10% owner | Disposition to issuer | −13.3K | $68.57 | $909K | Mar 31, 2026 | Form 4 ↗ |
| SMITH DAVID BRUTONChairman and CEO · Director · 10% owner | Option exercise | +13.3K | — | — | Mar 31, 2026 | Form 4 ↗ |
Fund Holders
| Fund | Shares | Value | % of fund | As of |
|---|---|---|---|---|
| iShares Core S&P Small-Cap ETF iShares Trust | 790.3K | $67.0M | 0.06% | Jun 30, 2026 |
| Nomura Small Cap Core Fund Delaware Group Equity Funds V | 482.4K | $39.9M | 0.72% | May 29, 2026 |
| VANGUARD TOTAL STOCK MARKET INDEX FUND VANGUARD INDEX FUNDS | 372.5K | $31.6M | 0.00% | Jun 30, 2026 |
| iShares Russell 2000 ETF iShares Trust | 313.2K | $26.6M | 0.03% | Jun 30, 2026 |
| VANGUARD SMALL-CAP INDEX FUND VANGUARD INDEX FUNDS | 269.1K | $22.8M | 0.01% | Jun 30, 2026 |
| Invesco S&P SmallCap 600 Revenue ETF Invesco Exchange-Traded Fund Trust II | 274.5K | $22.7M | 1.21% | May 31, 2026 |
| Avantis U.S. Small Cap Value ETF American Century ETF Trust | 255.3K | $21.1M | 0.08% | May 31, 2026 |
| College Retirement Equities Fund - Total Global Stock Account College Retirement Equities Fund | 206.5K | $17.5M | 0.01% | Jun 30, 2026 |
| U.S. Targeted Value Portfolio DFA INVESTMENT DIMENSIONS GROUP INC | 188.5K | $17.3M | 0.10% | Jul 31, 2026 |
| U.S. SMALL CAP VALUE PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 186.0K | $17.0M | 0.09% | Jul 31, 2026 |
Mutual funds and ETFs whose N-PORT filings list SAH's shares (CUSIP 83545G102), each fund at its latest report since Mar 7, 2026, largest positions first. Bonds, options and short positions are left out.
Activist & Passive Stakes
- Marcus G. SmithSCHEDULE 13D/A · activist (13D) · 12.9M shares40.9%
Jun 17, 2026 · ↗ - David Bruton SmithSCHEDULE 13D/A · activist (13D) · 13.4M shares42.3%
Jun 17, 2026 · ↗ - B. Scott SmithSCHEDULE 13D/A · activist (13D) · 13.2M shares41.8%
Jun 17, 2026 · ↗ - Sonic Financial CorporationSCHEDULE 13D/A · activist (13D) · 9.9M shares31.2%
Jun 17, 2026 · ↗ - OBS Family, LLCSCHEDULE 13D/A · activist (13D) · 3.0M shares9.5%
Jun 17, 2026 · ↗
Corporate Lobbying
No lobbying filings found naming SONIC AUTOMOTIVE INC as the client.
Government Contracts
No federal contract awards found for SONIC AUTOMOTIVE INC.
U.S. Patents
No USPTO patent applications found for SONIC AUTOMOTIVE INC.
Annual Financials
No annual XBRL figures on record for SAH. KeyVex's fundamentals cover about 130 large companies so far.
Stock Splits
- 2-for-1Stock splitJan 26, 1999
Split dates and ratios from the price history · Close Prices from Tiingo.com
