NASDAQ · Consumer Discretionary

SEALED AIR CORPORATION SDA

SunCar Technology Group Inc., through its subsidiaries, provides cloud and mobile app-based auto eInsurance, technology, and auto services in the People’s Republic of China. It offers one-stop, fully digitalized, and on-demand auto service systems. The company also provides customized service solutions to banks, insurance companies, telecommunication companies, and others.

Automotive Aftermarket

Company profile

Business mix

  • It offers one-stop, fully digitalized, and on-demand auto service systems. The company also provides customized service solutions to banks, insurance companies, telecommunication companies, and others.
  • In addition, it offers car wash, oil change, tire repair, car beautification, road assistance, flight pickup, designated driving, VIP lounge, etc. in collaboration with third-party auto service providers.
  • Further, the company facilitates the sale of auto e-Insurance products underwritten by insurance companies through a network of external sales partners.
  • The company was founded in 2007 and is based in Shanghai, China.

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 2 Current sample portfolio
Public mentions 0 Videos / interviews / letters
Valuation snapshot
PE N/A FCF 5.68% Buyback -2.77%
2026-06-07

Current firm holders

Firm Weight Value Filing period
Soros Fund Management George Soros 1.3% $115.7M 2026-03-31
Tweedy, Browne Company 1.4% $18.0M 2026-03-31

Recent trading changes over the last 4 quarters

Net buyers 2 Last 4 13F filing periods
Net reducers 2 Last 4 13F filing periods
Unchanged holders 0 Share count unchanged
Increase amount $120.6M Estimated from net added shares
Reduction amount $215.3M Estimated from net reduced shares
Net share change / base shares -32.6% -2,254,689 / 6,912,709
Soros Fund Management George Soros 2 filing periods
13F 2025-12-31 Filed 2026-02-13
New Shares - 13F value change +$21.6M
13F 2026-03-31 Filed 2026-05-15
Major increase Shares 428.2% 13F value change +$94.1M
Settlement As of 13F 2026-03-31 · Filed 2026-05-15
Base shares 0 Last 4 periods +2,751,799 (New) Total shares 2,751,799 Value $115.7M
Oakmark / Harris Associates Bill Nygren 4 filing periods
13F 2025-06-30 Filed 2025-08-14
Major reduction Shares -16.1% 13F value change -$18.2M
13F 2025-09-30 Filed 2025-11-14
Minor reduction Shares -0.7% 13F value change +$21.8M
13F 2025-12-31 Filed 2026-02-17
Major reduction Shares -28.3% 13F value change -$29.9M
13F 2026-03-31 Filed 2026-05-15
Major reduction Shares -66.4% 13F value change -$103.9M
Settlement As of 13F 2026-03-31 · Filed 2026-05-15
Base shares 6,366,233 Last 4 periods -5,088,010 (-79.9%) Total shares 1,278,223 Value $53.7M
Tweedy, Browne Company 4 filing periods
13F 2025-06-30 Filed 2025-07-29
Minor reduction Shares -5.5% 13F value change +$230,643
13F 2025-09-30 Filed 2025-11-20
Minor reduction Shares -1.3% 13F value change +$2.0M
13F 2025-12-31 Filed 2026-02-03
Unchanged Shares 0.0% 13F value change $0
13F 2026-03-31 Filed 2026-05-06
Unchanged Shares 0.0% 13F value change $0
Settlement As of 13F 2026-03-31 · Filed 2026-05-06
Base shares 546,476 Last 4 periods -36,895 (-6.8%) Total shares 509,581 Value $18.0M
Vulcan Value Partners C.T. Fitzpatrick 4 filing periods
13F 2025-03-31 Filed 2025-05-08
New Shares - 13F value change +$19.3M
13F 2025-06-30 Filed 2025-08-13
Major increase Shares 22.8% 13F value change +$6.2M
13F 2025-09-30 Filed 2025-11-10
Major reduction Shares -43.8% 13F value change -$9.2M
13F 2025-12-31 Filed 2026-02-09
Major reduction Shares -74.4% 13F value change -$11.4M
Settlement As of 13F 2025-12-31 · Filed 2026-02-09
Base shares 0 Last 4 periods +118,417 (New) Total shares 118,417 Value $4.9M

Recent mentions

No public mentions.