Sonic Automotive, Inc.
US ˙ NYSE ˙ US83545G1022

SecuritySAH / Sonic Automotive, Inc.
InstitutionMorgan Stanley
Latest Disclosed Ownership182,941 shares
Latest Disclosed Value $ 12,544,326
Morgan Stanley reports 15.86% decrease in ownership of SAH / Sonic Automotive, Inc.

On May 15, 2026 - Morgan Stanley filed a 13F-HR form disclosing ownership of 182,941 shares of Sonic Automotive, Inc. (US:SAH) valued at $12,544,264 USD as of March 31, 2026. The entity filed a previous 13F-HR/A on May 27, 2026 disclosing 217,422 shares of Sonic Automotive, Inc.. This represents a change in shares of -15.86% during the quarter. The current value of the position is $15,030,433 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)
2026-05-15 2026-03-31 13F SONIC AUTOMOTIVE CL A 83545G102 182,941 -34,481 -15.86 12,544 -6.73 0.0008
2026-05-27 2025-12-31 13F/A-1 SONIC AUTOMOTIVE CL A 83545G102 217,422 22,912 11.78 13,450 -9.13 0.0008
2026-02-13 2025-12-31 13F SONIC AUTOMOTIVE CL A 83545G102 217,422 22,912 13,450 0.0008
2026-05-27 2025-09-30 13F/A-1 SONIC AUTOMOTIVE CL A 83545G102 194,510 -32,166 -14.19 14,800 -18.31 0.0009
2025-11-14 2025-09-30 13F SONIC AUTOMOTIVE CL A 83545G102 194,510 -32,166 14,800 0.0009
2025-08-15 2025-06-30 13F SONIC AUTOMOTIVE CL A 83545G102 226,676 42,927 23.36 18,118 73.11 0.0012
2025-05-15 2025-03-31 13F SONIC AUTOMOTIVE CL A 83545G102 183,749 -3,986 -2.12 10,466 -12.00 0.0007
2025-05-15 2024-12-31 13F/A-1 SONIC AUTOMOTIVE CL A 83545G102 187,735 -114,765 -37.94 11,893 -32.77 0.0008
2025-02-14 2024-12-31 13F SONIC AUTOMOTIVE CL A 83545G102 187,735 -114,765 11,893 0.0008
2025-05-14 2024-09-30 13F/A-2 SONIC AUTOMOTIVE CL A 83545G102 302,500 46,403 18.12 17,690 26.82 0.0013
2025-02-14 2024-09-30 13F/A-1 SONIC AUTOMOTIVE CL A 83545G102 302,500 46,403 17,690 0.0013
2024-11-14 2024-09-30 13F SONIC AUTOMOTIVE CL A 83545G102 302,500 46,403 17,690 0.0013
2025-05-14 2024-06-30 13F/A-2 SONIC AUTOMOTIVE CL A 83545G102 256,097 -26,906 -9.51 13,950 -13.44 0.0011
2024-10-17 2024-06-30 13F/A-1 SONIC AUTOMOTIVE CL A 83545G102 256,097 -26,906 13,950 0.0011
2024-08-14 2024-06-30 13F SONIC AUTOMOTIVE CL A 83545G102 256,097 -26,906 13,950 0.0011
2024-10-17 2024-03-31 13F/A-2 SONIC AUTOMOTIVE CL A 83545G102 283,003 -117,627 -29.36 16,114 -28.44 0.0013
2024-08-16 2024-03-31 13F/A-1 SONIC AUTOMOTIVE CL A 83545G102 283,003 -117,627 16,114 0.0002
2024-05-15 2024-03-31 13F SONIC AUTOMOTIVE CL A 83545G102 283,003 -117,627 16,114 0.0013
2024-08-16 2023-12-31 13F/A-1 SONIC AUTOMOTIVE CL A 83545G102 400,630 184,312 85.20 22,519 117.98 0.0020
2024-02-13 2023-12-31 13F SONIC AUTOMOTIVE CL A 83545G102 400,630 184,312 22,519 0.0020
2023-11-15 2023-09-30 13F SONIC AUTOMOTIVE CL A 83545G102 216,318 13,364 6.58 10,331 6.79 0.0011
2023-08-14 2023-06-30 13F SONIC AUTOMOTIVE CL A 83545G102 202,954 -42,541 -17.33 9,675 -27.48 0.0010
2023-05-15 2023-03-31 13F SONIC AUTOMOTIVE CL A 83545G102 245,495 -50,406 -17.03 13,340 -8.50 0.0014
2023-02-14 2022-12-31 13F SONIC AUTOMOTIVE CL A 83545G102 295,901 -67,930 -18.67 14,579 -7.45 0.0017
2022-11-14 2022-09-30 13F SONIC AUTOMOTIVE CL A 83545G102 363,831 53,298 17.16 15,753 38.49 0.0021
2022-10-27 2022-06-30 13F/A-1 SONIC AUTOMOTIVE CL A 83545G102 310,533 58,847 23.38 11,375 6.32 0.0015
2022-08-15 2022-06-30 13F SONIC AUTOMOTIVE CL A 83545G102 310,533 58,847 11,375 0.0003
2022-10-27 2022-03-31 13F/A-1 SONIC AUTOMOTIVE CL A 83545G102 251,686 30,487 13.78 10,699 -2.19 0.0014
2022-05-13 2022-03-31 13F SONIC AUTOMOTIVE CL A 83545G102 251,686 30,487 10,699 0.0014
2022-02-14 2021-12-31 13F SONIC AUTOMOTIVE CL A 83545G102 221,199 -10,021 -4.33 10,939 -9.96 0.0014
2021-11-15 2021-09-30 13F SONIC AUTOMOTIVE CL A 83545G102 231,220 -6,475 -2.72 12,149 14.26 0.0016
2021-08-23 2021-06-30 13F/A-1 SONIC AUTOMOTIVE CL A 83545G102 237,695 92,316 63.50 10,633 47.56 0.0014
2021-08-16 2021-06-30 13F SONIC AUTOMOTIVE CL A 83545G102 237,695 92,316 10,633 0.0003
2021-05-17 2021-03-31 13F SONIC AUTOMOTIVE CL A 83545G102 145,379 -144,009 -49.76 7,206 -35.44 0.0011
2021-02-16 2020-12-31 13F SONIC AUTOMOTIVE CL A 83545G102 289,388 128,216 79.55 11,162 72.44 0.0017
2020-11-13 2020-09-30 13F SONIC AUTOMOTIVE CL A 83545G102 161,172 41,642 34.84 6,473 69.72 0.0013
2020-08-14 2020-06-30 13F SONIC AUTOMOTIVE CL A 83545G102 119,530 -227,475 -65.55 3,814 -17.25 0.0008
2020-05-26 2020-03-31 13F/A-1 SONIC AUTOMOTIVE CL A 83545G102 347,005 167,499 93.31 4,609 -17.16 0.0013
2020-05-15 2020-03-31 13F SONIC AUTOMOTIVE CL A 83545G102 347,005 167,499 4,609 354.0673
2020-02-14 2019-12-31 13F SONIC AUTOMOTIVE CL A 83545G102 179,506 -40,160 -18.28 5,564 -19.34 0.0013
2019-11-14 2019-09-30 13F SONIC AUTOMOTIVE CL A 83545G102 219,666 -26,230 -10.67 6,898 20.13 0.0018
2019-08-14 2019-06-30 13F SONIC AUTOMOTIVE CL A 83545G102 245,896 38,362 18.48 5,742 86.79 0.0015
2019-05-15 2019-03-31 13F SONIC AUTOMOTIVE CL A 83545G102 207,534 27,025 14.97 3,074 23.75 0.0009
2019-02-14 2018-12-31 13F SONIC AUTOMOTIVE CL A 83545G102 180,509 -79,036 -30.45 2,484 -50.54 0.0007
2019-04-23 2018-09-30 13F/A-2 SONIC AUTOMOTIVE CL A 83545G102 259,545 51,402 24.70 5,022 17.12 0.0013
2018-11-20 2018-09-30 13F/A-1 SONIC AUTOMOTIVE CL A 83545G102 259,545 0 5,022 0.0013
2018-11-14 2018-09-30 13F SONIC AUTOMOTIVE CL A 83545G102 259,545 51,402 5,022
2019-04-23 2018-06-30 13F/A-1 SONIC AUTOMOTIVE CL A 83545G102 208,143 10,596 5.36 4,288 14.56 0.0012
2018-08-14 2018-06-30 13F SONIC AUTOMOTIVE CL A 83545G102 208,143 10,596 4,288
2019-04-23 2018-03-31 13F/A-1 SONIC AUTOMOTIVE CL A 83545G102 197,547 1,821 0.93 3,743 3.66 0.0010
2018-05-14 2018-03-31 13F SONIC AUTOMOTIVE CL A 83545G102 197,547 1,821 3,743
2019-04-23 2017-12-31 13F/A-1 SONIC AUTOMOTIVE CL A 83545G102 195,726 -23,697 -10.80 3,611 -19.33 0.0010
2018-02-14 2017-12-31 13F SONIC AUTOMOTIVE CL A 83545G102 195,726 -23,697 3,611
2017-11-14 2017-09-30 13F SONIC AUTOMOTIVE CL A 83545G102 219,423 20,823 10.48 4,476 15.87 0.0013
2017-08-11 2017-06-30 13F SONIC AUTOMOTIVE CL A 83545G102 198,600 25,290 14.59 3,863 11.17 0.0012
2017-05-22 2017-03-31 13F/A-1 SONIC AUTOMOTIVE CL A 83545G102 173,310 -33,312 -16.12 3,475 -26.55 0.0011
2017-05-12 2017-03-31 13F SONIC AUTOMOTIVE CL A 83545G102 173,310 3,475
2017-02-22 2016-12-31 13F/A-1 SONIC AUTOMOTIVE CL A 83545G102 206,622 50,035 31.95 4,731 60.75 0.0015
2017-02-13 2016-12-31 13F SONIC AUTOMOTIVE CL A 83545G102 206,622 4,731
2016-11-10 2016-09-30 13F SONIC AUTOMOTIVE CL A 83545G102 156,587 -51,866 -24.88 2,943 -17.47 0.0010
2016-08-12 2016-06-30 13F SONIC AUTOMOTIVE CL A 83545G102 208,453 -266,015 -56.07 3,566 -59.33 0.0013
2016-05-12 2016-03-31 13F SONIC AUTOMOTIVE CL A 83545G102 474,468 -96,581 -16.91 8,768 -32.54 0.0034
2016-02-09 2015-12-31 13F SONIC AUTOMOTIVE CL A 83545G102 571,049 17,663 3.19 12,997 15.01 0.0047
2016-02-08 2015-09-30 13F/A-1 SONIC AUTOMOTIVE CL A 83545G102 553,386 -197,538 -26.31 11,301 -36.84 0.0042
2015-11-09 2015-09-30 13F SONIC AUTOMOTIVE CL A 83545G102 553,386 11,301
2015-08-12 2015-06-30 13F SONIC AUTOMOTIVE CL A 83545G102 750,924 65,290 9.52 17,894 4.81 0.0062
2015-05-14 2015-03-31 13F SONIC AUTOMOTIVE CL A 83545G102 685,634 262,091 61.88 17,073 49.07 0.0063
2015-02-13 2014-12-31 13F SONIC AUTOMOTIVE CL A 83545G102 423,543 8,240 1.98 11,453 12.52 0.0042
2014-12-16 2014-09-30 13F/A-1 SONIC AUTOMOTIVE CL A 83545G102 415,303 195,532 88.97 10,179 106.05 0.0039
2014-11-14 2014-09-30 13F SONIC AUTOMOTIVE CL A 83545G102 415,303 10,179
2014-05-13 2014-03-31 13F SONIC AUTOMOTIVE CL A 83545G102 219,771 -110,783 -33.51 4,940 -38.95 0.0021
2014-02-13 2013-12-31 13F SONIC AUTOMOTIVE CL A 83545G102 330,554 138,599 72.20 8,092 77.15 0.0034
2013-11-13 2013-09-30 13F SONIC AUTOMOTIVE INCCL A COM 83545G102 191,955 -159,562 -45.39 4,568 -38.53 0.0022
2013-08-08 2013-06-30 13F SONIC AUTOMOTIVE INCCL A COM 83545G102 351,517 351,517 7,431 0.0037
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.