5% stake reports

Filings through 10/02

Anyone who comes to hold more than 5% of a US-listed company must report it. A 13D holder may seek a say in the company; a 13G holder is a passive investor.

5% stake reports: 652; Last 30 days · 09/03–10/02
13D reports: 357; Last 30 days · 09/03–10/02
First reports over 5%: 241; Last 30 days · 09/03–10/02
Dropped below 5%: 83; Last 30 days · 09/03–10/02

5% stake reports

Sonic Automotive SAH

	Holder			Kind
06/17	Bryan Scott Smith06/17	42.3%13,365,903 sh	No earlier report	13DAmendment
25/07/15	Dimensional Fund Advisors25/07/15	6.1%1,335,583 sh	−1.4pp	13G passiveAmendment