Daily notes / October 15, 2026

Mitsui filed a Schedule 13D/A on Penske Automotive Group

Written by a model from the facts OQRO holds and checked against them, sentence by sentence of October 15, 2026. Published October 17, 2026. 3 min read.

Tall office buildings around Trinity Church in lower Manhattan seen from above, with the church spire between the towers. — Skyscrapers around Trinity Church, New York, 1905. Photo: Detroit Publishing Company (scan by the New York Public Library), Public domain (scan of a 1905 photograph, New York Public Library Digital Collections). Original

The short answer

Mitsui & Co., Ltd. filed a Schedule 13D/A on Oct 15, 2026, reporting 13,322,205 shares, 20.3% of the class of Penske Automotive Group. The filing came 78 days after the company’s Jul 29, 2026 results announcement. Other records on Oct 15 include a Penske Corporation ownership disclosure and a company Form 8-K.

What did Mitsui report in the filing?

The SEC Schedule 13D reports that Mitsui & Co., Ltd. held 13,322,205 shares, representing 20.3% of the class of Penske Automotive Group (PAG), as reported on Oct 15, 2026.

A Schedule 13D/A is an ownership filing, not a record of a specific trade. The filing does not say when shares were bought.

When was the filing made relative to company results?

The filing was made 78 days after Penske Automotive Group announced results on Jul 29, 2026, in an 8-K under Item 2.02. The timing places the ownership disclosure after the results announcement, but does not explain any change in the reported holding.

What other ownership and fund records are on file?

Schedule 13D and 13G filings on Penske Automotive Group in the 180 days to Oct 15, 2026 include a disclosure by Penske Corporation of a 52.3% stake, filed Oct 15, 2026. Fund 13F filings in the 90 days to Oct 15, 2026 show 0 new or larger positions and 1 smaller or closed position in Penske Automotive Group.

For the quarter ended Jun 30, 2026, the largest positions that grew included Bahl & Gaynor LLC (increased, 129,390 shares) and Ilex Capital Partners (UK) LLP (new position). The largest positions that shrank included Freestone Grove Partners LP (sold out) and Altshuler Shaham Ltd (sold out). A 13F is a quarter-end snapshot with no trade date.

FINRA short interest for PAG on the settlement date of Sep 30, 2026 was 2,473,672 shares (+20.62% on the previous report), about 5.48 days of average volume.

What else was reported around Oct 15?

Penske Automotive Group filed a Form 8-K of Oct 15, 2026 under Items 1.01, 2.03, 5.02 and 8.01. OQRO classes the filing as reporting a changed top executive or board member and a signed important agreement, and 2 more items.

The company’s opening sentence says: “On October 15, 2026, the Company issued a press release announcing the execution of the Merger Agreement. A copy of the press release is filed as Exhibit 99.1 hereto and is incorporated herein by reference.”

Finnhub listed these Yahoo headlines on Oct 15, 2026: “Penske Automotive accepts offer, will be bought out”, “Penske Automotive goes private at $16.3B valuation”, and “Penske Automotive to be taken private in $16.3 billion deal”. The headlines are listed as published by the outlets; OQRO has not checked them and does not summarise the articles.

How did PAG shares move around the filing?

PAG closed at $212.00 on Oct 15, 2026, the last session on or before the filing date. From Sep 15, 2026 to Oct 15, 2026, the close moved from $216.11 to $212.00, a change of −1.9%.

The price moves are context only. The filing does not explain them, and other news can move a share price.

What this does not tell you?

The Schedule 13D/A does not say when shares were bought and does not establish a specific trade. The company’s 8-K says what the company reported, not what the report means for the share price. The listed headlines are published by the outlets; OQRO has not checked them or summarised the articles.

This describes public filings and related records. It is not investment advice. See Penske Automotive Group on OQRO.

Sources

A model wrote this page from the facts OQRO holds; every number, date, name and link in it was checked against those facts before publication, and a text that failed the check was not published. It describes what was filed, not why, and it is not investment advice. How OQRO treats data