DIAMANT ASSET MANAGEMENT, INC. PAG — PENSKE AUTOMOTIVE GRP INC

Ownership history in DIAMANT ASSET MANAGEMENT, INC.  ·  32 quarters on record

AI Ownership Summary

DIAMANT ASSET MANAGEMENT, INC. reported PENSKE AUTOMOTIVE GRP INC (PAG) in 32 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 0.77% in 2025 Q2. The latest visible filing shows PAG at 0.64% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this PAG ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was DIAMANT ASSET MANAGEMENT, INC.'s position in PENSKE AUTOMOTIVE GRP INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

PAG was reported at 0.64% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.77% in 2025 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

PAG stock page DIAMANT ASSET MANAGEMENT, INC. fund profile DIAMANT ASSET MANAGEMENT, INC. full holdings
How DIAMANT ASSET MANAGEMENT, INC. held PAG — position size vs. price
% of Fund (quarterly)    PAG price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 10 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED — — — 884,411 +878,496 +14852.0% 0.64% $884K 2026-04-22 $159.47
2025 Q4 UNCHANGED — — — 5,915 — 0% 0.68% $936K 2026-02-06 $165.24
2025 Q3 UNCHANGED — — — 5,915 — 0% 0.76% $1.0M 2025-10-29 $158.03
2025 Q2 UNCHANGED — — — 5,915 — 0% 0.77% $1.0M 2025-07-16 $171.10
2025 Q1 UNCHANGED — — — 5,915 — 0% 0.65% $852K 2025-05-15 $160.52
2024 Q4 UNCHANGED — — — 5,915 — 0% 0.58% $902K 2025-01-22 $154.22
2024 Q3 UNCHANGED — — — 5,915 — 0% 0.60% $961K 2024-11-20 $151.08
2024 Q2 UNCHANGED — — — 5,915 — 0% 0.59% $881K 2024-08-06 $153.27
2024 Q1 UNCHANGED — — — 5,915 — 0% 0.67% $958K 2024-04-24 $144.28
2023 Q4 UNCHANGED — — — 5,915 — 0% 0.70% $949K 2024-02-13 $140.79
22 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding PAG

As of 2026 Q1 — sorted by position size

Significant Wealth Partners LLC 2.21% Moran Wealth Management, LLC 3Y 0.49% Hamlin Capital Management, LLC 3Y 7Y 0.47% Everstar Asset Management, LLC 0.47% Bluesphere Advisors LLC 3Y 0.44% Independent Solutions Wealth Management, LLC 0.37% MQS Management LLC 3Y 0.32% Fruth Investment Management 3Y 7Y 0.29% Kendall Capital Management 3Y 7Y 0.23% ANCHYRA PARTNERS LLC 0.17%

FAQ About DIAMANT ASSET MANAGEMENT, INC. and PAG

These are the practical questions this page is built to answer before you even open the full history table.

How long has DIAMANT ASSET MANAGEMENT, INC. reported owning PAG?

DIAMANT ASSET MANAGEMENT, INC. reported PAG across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported PAG position in DIAMANT ASSET MANAGEMENT, INC.'s portfolio?

The largest reported portfolio weight for PAG was 0.77% in 2025 Q2.

What is the latest reported PAG position on this page?

The most recent filing on this page is 2026 Q1, when DIAMANT ASSET MANAGEMENT, INC. reported 884,411 shares, equal to 0.64% of portfolio, with an estimated market value of $884K.

What does the chart on this PAG ownership page compare?

The chart compares DIAMANT ASSET MANAGEMENT, INC.'s quarterly PAG portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did DIAMANT ASSET MANAGEMENT, INC. time their PAG position?

Based on 13F filing dates vs. subsequent PAG price moves, DIAMANT ASSET MANAGEMENT, INC. correctly timed 6 out of 9 reported position changes (67%). The annualised alpha on PAG relative to SPY over the holding period was +3.5%.

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