NYSE · Consumer Discretionary

AutoNation, Inc. AN

AutoNation, Inc., through its subsidiaries, operates as an automotive retailer in the United States. The company operates through four segments: Domestic, Import, Premium Luxury, and AutoNation Finance. It offers a range of automotive products and services, including new and used vehicles; and parts and services, such as automotive repair and maintenance, and wholesale parts and collision services.

Retail-Auto Dealers and Gas Stations

Company profile

Business mix

  • The company operates through four segments: Domestic, Import, Premium Luxury, and AutoNation Finance.
  • It offers a range of automotive products and services, including new and used vehicles; and parts and services, such as automotive repair and maintenance, and wholesale parts and collision services.
  • The company also provides automotive finance and insurance products comprising vehicle services and other protection products; and indirect financing, as well as arranges finance for vehicle purchases through third-party finance sources.
  • It owns and operates new vehicle franchises from stores located in metropolitan markets in the Sunbelt region, as well as AutoNation-branded collision centers, AutoNation USA used vehicle stores, AutoNation-branded automotive auction operations.

Current key questions

  • Can consumer demand, pricing, traffic, and channel execution support growth in auto & truck dealerships?
  • How do input costs, promotions, inventory, and brand strength affect margins?
  • Does management convert scale, store or digital reach, and capital allocation into higher per-share value?
Holders 3 Current sample portfolio
Public mentions 0 Videos / interviews / letters
Valuation snapshot
PE 10.23 FCF -1.66% Buyback 7.84%
2026-06-07

Current firm holders

Firm Weight Value Filing period
Brave Warrior Advisors Glenn Greenberg 7.5% $302.2M 2026-03-31
Lyrical Asset Management 1.1% $73.4M 2026-03-31
Gotham Asset Management Joel Greenblatt 0.1% $46.4M 2026-03-31

Recent trading changes over the last 3 quarters

Net buyers 3 Last 3 13F filing periods
Net reducers 1 Last 3 13F filing periods
Unchanged holders 1 Share count unchanged
Increase amount $167.8M Estimated from net added shares
Reduction amount $1.2M Estimated from net reduced shares
Net share change / base shares +65.4% +854,159 / 1,306,805
Gotham Asset Management Joel Greenblatt 3 filing periods
13F 2025-09-30 Filed 2025-11-14
Major increase Shares 27.6% 13F value change +$7.0M
13F 2025-12-31 Filed 2026-02-17
Major increase Shares 71.5% 13F value change +$15.0M
13F 2026-03-31 Filed 2026-05-15
Major increase Shares 24.6% 13F value change +$7.0M
Settlement As of 13F 2026-03-31 · Filed 2026-05-15
Base shares 87,115 Last 3 periods +150,350 (+172.6%) Total shares 237,465 Value $46.4M
Brave Warrior Advisors Glenn Greenberg 3 filing periods
13F 2025-09-30 Filed 2025-11-14
Minor reduction Shares -0.0% 13F value change +$24.3M
13F 2025-12-31 Filed 2026-02-17
Major increase Shares 27.9% 13F value change +$55.0M
13F 2026-03-31 Filed 2026-05-15
Minor reduction Shares -0.3% 13F value change -$18.4M
Settlement As of 13F 2026-03-31 · Filed 2026-05-15
Base shares 1,214,510 Last 3 periods +333,218 (+27.4%) Total shares 1,547,728 Value $302.2M
Lyrical Asset Management 1 filing periods
13F 2026-03-31 Filed 2026-05-11
New Shares - 13F value change +$73.4M
Settlement As of 13F 2026-03-31 · Filed 2026-05-11
Base shares 0 Last 3 periods +375,771 (New) Total shares 375,771 Value $73.4M
Tweedy, Browne Company 2 filing periods
13F 2025-12-31 Filed 2026-02-03
Major increase Shares 16.7% 13F value change +$114,736
13F 2026-03-31 Filed 2026-05-06
Sold out Shares -100.0% 13F value change -$1.2M
Settlement As of 13F 2026-03-31 · Filed 2026-05-06
Base shares 5,180 Last 3 periods -5,180 (-100.0%) Total shares 0 Value $0
Pabrai Investment Funds / Dalal Street Mohnish Pabrai 2 filing periods
13F 2025-06-30 Filed 2025-08-13
New Shares - 13F value change +$12.1M
13F 2025-09-30 Filed 2025-11-13
Sold out Shares -100.0% 13F value change -$12.1M
Settlement As of 13F 2025-09-30 · Filed 2025-11-13
Base shares 0 Last 3 periods +0 (New) Total shares 0 Value $0

Recent mentions

No public mentions.