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Commercial Vehicle Group

CVGI on Nasdaq. Market value $122m.

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Should I look at this?

We have not checked this company yet

This is not advice.

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Who owns it

2 long-term investors we follow own it, up from 1 last quarter. 110 funds in all.

Jun '25
Dec '25
Jun '26
Largest holders overall

From 13F filings for the quarter ended 30 June 2026.

Big holders and activists

5 investors own more than 5%.

  • Lakeview Opportunity Fund GP, LLC
    Passive investor
    at least 9.0%
    (filed with 1 related holder)
    Since 24 June 2025
    What they said

    The Reporting Persons purchased the Shares based on the Reporting Persons' belief that the Shares, when purchased, were undervalued and represented an attractive investment opportunity. Depending upon overall market conditions, other investment opportunities available to the…

    Read the filing
  • Lakeview Opportunity Fund LLC
    at least 8.9%+0.4 pts
    (filed with 3 related holders)
    Since 5 February 2026
    What they said

    Item 4 is hereby amended to add the following: On February 5, 2026, the Reporting Persons entered into a Support Agreement (the "Support Agreement") with the Issuer regarding the composition of the Issuer's Board of Directors (the "Board") and certain other matters. The…

    Read the filing
  • 7.8%
    Since 30 June 2026
  • BlackRock, Inc.
    Passive investor
    6.2%+4.7 pts
    Since 30 June 2026
  • at least 5.2%+0.2 pts
    (filed with 1 related holder)
    Since 29 June 2026
  • Royce & Associates
    Passive investor
    Sold down below 5%
    Since 30 June 2025
  • Forager Fund, L.P.
    Passive investor
    Sold down below 5%
    Since 31 March 2025

From Schedule 13D and 13G filings: anyone owning more than 5% must file one.

What insiders did

No insider bought or sold on the open market in the last 12 months.

From Form 4 filings: insiders must report trades in their own company's shares within two days.

Warning signs in its filings

Problems the company itself reported to the SEC, in its own words.

None of the warning signs we check for were found.

We look for five warning signs: doubt it can keep going, weak checks on its own accounts, a notice that its past accounts can't be relied on, a change of auditor, and one customer bringing in a big share of sales. We don't check lawsuits, investigations or debt yet.

We checked the auditor's report, internal controls, restatement notices, auditor changes and big customers in the 10-K filed 10 Mar 2026, plus the 10-Q filed 3 Aug 2026 and 9 later 8-Ks.

A 10-K is the yearly report every US company files with the SEC. An 8-K is a short notice of a big event.

The deep dive

Everything above is arithmetic on public filings. The deep dive reads the last ten years of annual reports, the proxy statements, and the earnings calls, then argues the case the way Buffett, Klarman, and Hohn would, and checks every claim against the source.

  • What the business is worth, as a range, and the margin of safety at today’s price
  • Prices to start buying, buy, and buy hard
  • The three things that would make this a mistake
  • Every number footnoted to the filing it came from
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What a finished deep dive looks like

Not advice. Numbers on this page come from SEC filings and are updated each night; prices are updated again after the US market closes. The five-year figures are rounded.