SteelPeak Wealth, LLC CAR AVIS BUDGET GROUP

Ownership history in SteelPeak Wealth, LLC  ·  4 quarters on record

AI Ownership Summary

SteelPeak Wealth, LLC reported AVIS BUDGET GROUP (CAR) in 4 quarterly 13F filings from 2025 Q3 through 2025 Q3. Peak portfolio weight reached 0.04% in 2025 Q3. The latest visible filing shows CAR at 0.00% 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 CAR ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was SteelPeak Wealth, LLC's position in AVIS BUDGET GROUP, 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
2025 Q3

CAR was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.04% in 2025 Q3

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

Time in book
Holding Window
2025 Q3 to 2025 Q3

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.

How SteelPeak Wealth, LLC held CAR — position size vs. price
% of Fund (quarterly)    CAR price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 2 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 REDUCED 87.2% -19.2% 900 -6,117 -87.2% 0.00% $145K 2025-10-21 $153.09
2025 Q3 REDUCED 15.7% -19.2% 7,017 -1,310 -15.7% 0.04% $1.1M 2025-10-21 $153.09
2 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About SteelPeak Wealth, LLC and CAR

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

How long has SteelPeak Wealth, LLC reported owning CAR?

SteelPeak Wealth, LLC reported CAR across 2 quarterly 13F filings, from 2025 Q3 through 2025 Q3.

What was the largest reported CAR position in SteelPeak Wealth, LLC's portfolio?

The largest reported portfolio weight for CAR was 0.04% in 2025 Q3.

What is the latest reported CAR position on this page?

The most recent filing on this page is 2025 Q3, when SteelPeak Wealth, LLC reported 900 shares, equal to 0.00% of portfolio, with an estimated market value of $145K.

What does the chart on this CAR ownership page compare?

The chart compares SteelPeak Wealth, LLC's quarterly CAR 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 SteelPeak Wealth, LLC time their CAR position?

Based on 13F filing dates vs. subsequent CAR price moves, SteelPeak Wealth, LLC correctly timed 2 out of 3 reported position changes (67%).

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