펜스케 오토모티브 그룹, Inc.
US ˙ NYSE ˙ US70959W1036

SecurityPAG / Penske Automotive Group, Inc.
InstitutionCreative Planning
Latest Disclosed Ownership10,391 shares
Latest Disclosed Value $ 1,553,693
Creative Planning reports 6.83% decrease in ownership of PAG / Penske Automotive Group, Inc.

On May 12, 2026 - Creative Planning filed a 13F-HR form disclosing ownership of 10,391 shares of Penske Automotive Group, Inc. (US:PAG) valued at $1,553,662 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 17, 2026 disclosing 11,153 shares of Penske Automotive Group, Inc.. This represents a change in shares of -6.83% during the quarter. The current value of the position is $1,777,069 USD.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-05-12 2026-03-31 13F PENSKE AUTOMOTIVE GRP COM 70959W103 10,391 -762 -6.83 1,554 -12.01 0.0010
2026-02-17 2025-12-31 13F PENSKE AUTOMOTIVE GRP COM 70959W103 11,153 2,733 32.46 1,765 20.56 0.0013
2025-11-14 2025-09-30 13F PENSKE AUTOMOTIVE GRP COM 70959W103 8,420 1,984 30.83 1,464 32.49 0.0011
2025-08-08 2025-06-30 13F PENSKE AUTOMOTIVE GRP COM 70959W103 6,436 3,065 90.92 1,106 127.84 0.0009
2025-05-15 2025-03-31 13F PENSKE AUTOMOTIVE GRP COM 70959W103 3,371 872 34.89 485 27.63 0.0005
2025-02-14 2024-12-31 13F PENSKE AUTOMOTIVE GRP COM 70959W103 2,499 679 37.31 381 28.81 0.0004
2024-10-11 2024-09-30 13F PENSKE AUTOMOTIVE GRP COM 70959W103 1,820 -107 -5.55 296 2.79 0.0003
2024-08-15 2024-06-30 13F PENSKE AUTOMOTIVE GRP COM 70959W103 1,927 180 10.30 287 1.41 0.0003
2024-05-13 2024-03-31 13F PENSKE AUTOMOTIVE GRP COM 70959W103 1,747 -3,656 -67.67 283 -67.36 0.0003
2024-02-14 2023-12-31 13F PENSKE AUTOMOTIVE GRP COM 70959W103 5,403 423 8.49 867 4.33 0.0016
2023-11-16 2023-09-30 13F PENSKE AUTOMOTIVE GRP COM 70959W103 4,980 -271 -5.16 832 -4.92 0.0011
2023-07-21 2023-06-30 13F PENSKE AUTOMOTIVE GRP COM 70959W103 5,251 245 4.89 875 23.27 0.0012
2023-05-15 2023-03-31 13F PENSKE AUTOMOTIVE GRP COM 70959W103 5,006 82 1.67 710 25.49 0.0010
2023-02-10 2022-12-31 13F PENSKE AUTOMOTIVE GRP COM 70959W103 4,924 2,240 83.46 566 114.02 0.0009
2022-11-03 2022-09-30 13F PENSKE AUTOMOTIVE GRP COM 70959W103 2,684 -32 -1.18 264 -7.04 0.0005
2022-08-15 2022-06-30 13F PENSKE AUTOMOTIVE GRP COM 70959W103 2,716 2,716 284 0.0005
2017-10-17 2017-09-30 13F PENSKE AUTOMOTIVE GRP COM 70959W103 0 -469 -100.00 0 -100.00
2017-07-12 2017-06-30 13F PENSKE AUTOMOTIVE GRP COM 70959W103 469 -179 -27.62 21 -30.00 0.0001
2017-04-07 2017-03-31 13F PENSKE AUTOMOTIVE GRP COM 70959W103 648 -500 -43.55 30 -50.00 0.0002
2017-01-09 2016-12-31 13F PENSKE AUTOMOTIVE GRP COM 70959W103 1,148 728 173.33 60 200.00 0.0004
2016-10-12 2016-09-30 13F PENSKE AUTOMOTIVE GRP COM 70959W103 420 367 692.45 20 900.00 0.0001
2016-07-12 2016-06-30 13F PENSKE AUTOMOTIVE GRP COM 70959W103 53 0 0.00 2 0.00 0.0000
2016-04-08 2016-03-31 13F PENSKE AUTOMOTIVE GRP COM 70959W103 53 -81 -60.45 2 -66.67 0.0000
2016-01-11 2015-12-31 13F PENSKE AUTOMOTIVE GRP COM 70959W103 134 -100 -42.74 6 -45.45 0.0000
2015-10-09 2015-09-30 13F PENSKE AUTOMOTIVE GRP COM 70959W103 234 234 0.00 11 0.0001
2015-07-09 2015-06-30 13F PENSKE AUTOMOTIVE GRP COM 70959W103 0 -134 -100.00 0 -100.00
2015-04-13 2015-03-31 13F PENSKE AUTOMOTIVE GRP COM 70959W103 134 134 0.00 7 0.0001
2015-01-29 2014-12-31 13F PENSKE AUTOMOTIVE GRP COM 70959W103 0 -15 -100.00 0 -100.00
2014-10-10 2014-09-30 13F PENSKE AUTOMOTIVE GRP COM 70959W103 15 -53 -77.94 1 -66.67 0.0000
2014-08-20 2014-06-30 13F PENSKE AUTOMOTIVE GRP COM 70959W103 68 39 134.48 3 200.00 0.0000
2014-04-11 2014-03-31 13F PENSKE AUTOMOTIVE GRP COM 70959W103 29 29 1 0.0000
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.