Greg Alexander
Q2 2026 versus Q1 2026: 1 bought, 1 added to, 0 reduced, 1 sold. By dollars, the largest buy was Air Global Plc, $64.4M more at the quarter-end price; the largest sale Lithia Mtrs Inc, $52.9M less. Net, $73.2M more bought than sold. What every tracked investor did in Q2 2026.
Every move, largest first
| Ticker | Issuer | Move | Shares Q1 2026 → Q2 2026 | Bought / sold | Of the portfolio | Weight now | Price vs model |
|---|---|---|---|---|---|---|---|
| AIIR | Air Global PLC | bought | — → 9.7M | +$64.4M | +10.61% | 10.6% | — |
| GPI | Group 1 Automotive INC | added +28% | 755,032 → 967,000 | +$61.7M | +10.17% | 46.4% | — |
| LAD | Lithia Mtrs INC | sold | 212,000 → 0 | −$52.9M | −8.73% | — | — |
Bought / sold is the change in shares × the quarter's reported price (value ÷ shares in the filing); a position sold out is priced at the quarter before, since it has no price in this one. “Of the portfolio” is that amount against this quarter's reported book.
Source: the manager's Form 13F-HR on SEC EDGAR, kept as immutable quarterly snapshots; changes compare two consecutive filings. A 13F is filed up to 45 days after quarter end and covers US-listed long positions only. Tickers come from a self-maintained CUSIP map; a position without one shows its CUSIP. Method notes in where the numbers come from.