2026 Q2 Portfolio Activity
In 2026 Q2, General Motors Holdings LLC maintained a portfolio of 4 distinct positions.
Position History
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Total Positions
4
Quarter
2026 Q2
Top Holding
LAC (72.4%)
Top 10 Concentration
100.0%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-4 of 4
General Motors Holdings LLC Full Holdings List — 2026 Q2
| Stock | History | Sector / Type | Port % | Prev % | Rank / Prev | Conviction | Change | % Change | Influence | Shares | Mkt Value | Avg Cost | Price Held | 1st Owned | Source | Source Date | Date Reported | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
LAC
LITHIUM AMERICA...
|
Basic Materials | 72.38% | 65.48% |
#1
Prev: #1
|
7.0 |
—
|
no change | no change |
P
S
|
15,002,243 | $57,758,636 | 2023 Q1 | 13F Filing | 2026-06-30 | 2026-07-31 | |||
|
NMG
NOUVEAU MONDE G...
|
Basic Materials | 23.50% | 30.94% |
#2
Prev: #2
|
6.5 |
—
|
no change | no change |
P
S
|
12,500,000 | $18,750,000 | 2024 Q1 | 13F Filing | 2026-06-30 | 2026-07-31 | |||
|
SES
SES AI CORP
|
Consumer Cyclical | 3.52% | 3.11% |
#3
Prev: #3
|
3.4 |
—
|
no change | no change |
P
S
|
2,921,950 | $2,805,656 | 2022 Q1 | 13F Filing | 2026-06-30 | 2026-07-31 | |||
|
BLNK
BLINK CHARGING ...
|
Industrials | 0.61% | 0.48% |
#4
Prev: #4
|
1.7 |
—
|
no change | no change |
P
S
|
761,177 | $487,001 | 2025 Q3 | 13F Filing | 2026-06-30 | 2026-07-31 |
Showing 1-4 of 4 holdings