General Motors Holdings
Detroit, MIfiles as General Motors Holdings LLC
$80m in 4 US stocks at the end of 30 June 2026. The top 10 are 100.0% of the money. It changed about 7.4% of the portfolio this quarter.
Value
$80m
Stocks
4
Top 10 share
100.0%
Turnover
7.4%
What changed this quarter
New
Bought for the first time this quarter.
None this quarter.
Added
Bought more of a stock they already held.
None this quarter.
Cut
Sold some of their stake.
None this quarter.
Sold out
Sold their entire stake.
None this quarter.
Holdings
- Nouveau Monde GraphiteNMG
- Share
- 23.5%
- Value
- $19m
- Shares
- 12,500,000
Held
| Company | Share of fund | Value | Shares | Change |
|---|---|---|---|---|
| Lithium AmericasLAC | 72.4% | $58m | 15,002,243 | Held |
| Nouveau Monde GraphiteNMG | 23.5% | $19m | 12,500,000 | Held |
| SES AISES | 3.5% | $3m | 2,921,950 | Held |
| Blink ChargingBLNK | 0.6% | $487,001 | 761,177 | Held |
Over time and by industry
Value over time
Jun '25
Dec '25
Jun '26
Value is down 14.6% since 30 June 2025.
Where the money is
Materials95.9%
Technology4.1%
From the fund's 13F filings. They list US stocks and options only, 45 days after each quarter, and leave out cash, bonds, shorts and foreign shares.