Sonic Automotive, Inc. (SAH)Westwood Holdings Group Inc added to its stake +12K shares

608K

Shares reported · +12K vs prior quarter

0.30%

Disclosed portfolio weight

$41.7M

Reported value

Holdings as of

Mar 31, 2026

Filed

May 15, 2026

The story around this disclosure

Every dated public record OQRO holds about the company from 60 days before to 120 days after, oldest first. It shows what was going on; none of it is a stated reason for the trade.

1. Mar 27, 2026Company filing · Form 8-K · Material agreement, New debtSigned an important agreement, and took on new debt or obligations
2. Apr 29, 2026Company filing · Form 8-K · Executive change, Shareholder voteChanged a top executive or board member, and held a shareholder vote“On April 29, 2026, Sonic Automotive, Inc. (the “Company”) held its 2026 annual meeting of stockholders (the “Annual Meeting”). At the Annual Meeting, the Company’s stockholders approved the Sonic Automotive, Inc. 2026 Equity Incentive Plan (the “2026 Equity Incentive Plan”).”
3. Apr 30, 2026Company filing · Form 8-K · Results, Reg FDReported its results, and shared information with investors
4. May 6, 2026Company filing · Form 8-K · Executive changeChanged a top executive or board member“Effective May 6, 2026, the Compensation Committee approved grants of performance-based restricted stock units under the Sonic Automotive, Inc. 2026 Equity Incentive Plan to the following Executive Officers in the following amounts: Mr. David Bruton Smith, 69,872 units; Mr. Jeff Dyke, 38,175 units; and Mr. Heath R. Byrd, 26,183 units.”

What came next

1. Jul 30, 2026Company filing · Form 8-K · Results, Reg FDReported its results, and shared information with investors

How to read SEC Form 13F-HR

Form 13F is the quarterly report in which investment managers that oversee $100 million or more list the US-listed stocks and some other securities they held on the last day of the quarter.

Full guide: What is an SEC Form 13F?

What else is on file for Sonic Automotive, Inc.

For Sonic Automotive, Inc., OQRO holds 4 insider filings (SEC Form 4 or Form 144) and 1 fund holdings report (13F) dated in the last 90 days.

These are records OQRO holds, counted by their date, not a measure of how much trading took place. Routine paperwork such as option exercises and tax withholding is left out. Everything for the company is on its SAH page.

How this filing works

• SEC Form 13F

Other disclosures at Sonic Automotive, Inc.

• SEC Form 4Oct 9, 2026
• SEC Form 4Oct 7, 2026
• SEC Form 4Oct 6, 2026
• SEC Form 4Oct 6, 2026
• SEC Form 13F-HRAug 14, 2026
• SEC Form 13F-HRFeb 17, 2026

Everything OQRO holds on this company is on its SAH page.