ActivistsInvestorsTrumpPoliticiansSerenityCitriniSemianalysisTradeArbitrageSearch

$GM:NYSE · GENERAL MTRS CO

Sector: airobot

Conviction from: S&PCitrini

General Motors designs, manufactures, and sells automobiles and trucks under the Chevrolet, GMC, Cadillac, and Buick brands, develops electric and autonomous vehicles, and provides financing.

2 tracked filer(s) hold this · 0 opened, 0 added, 2 trimmed in 31-MAR-2026

Aggregate 13FScore 62 — mean of 2 scored holder(s). Higher = the smart money in this name has the better track record.

Filer13FScoreThis quarterSharesValue% of their book
Bill Nygren / Oakmark (Harris Associates)68Trimmed -23%13,457,709$1,002,599,3061.3%
Bridgewater55Trimmed -15%128,587$9,579,7320.0%

Beyond 13F — activists, insiders, politicians & research

Congressional trades all politician trades →

2 disclosed trade(s) by 2 filer(s).

Trade dateWhoTypeAmount
2026-03-27Alan Armstrong senateBUY$1,001 - $15,000PTR
2026-01-07Thomas H. Kean Jr NJ07SELL$1,001 - $15,000PTR

Trump & executive branch trades all Trump/exec trades →

21 disclosed trade(s) by 1 filer(s).

Trade dateWhoTypeAmount
2026-07-01Trump, Donald J PresidentBUY$15,001 - $50,000PTR
2026-05-14Trump, Donald J PresidentBUY$200,001 - $250,000PTR
2026-05-14Trump, Donald J PresidentBUY$15,001 - $50,000PTR
2026-05-14Trump, Donald J PresidentBUY$15,001 - $50,000PTR
2026-05-14Trump, Donald J PresidentBUY$15,001 - $50,000PTR
2026-05-14Trump, Donald J PresidentBUY$1,001 - $15,000PTR
2026-04-25Trump, Donald J PresidentBUY$1,000,004 - $5,000,000PTR
2026-04-25Trump, Donald J PresidentBUY$250,001 - $500,000PTR
2026-03-04Trump, Donald J PresidentBUY$500,001 - $1,000,000PTR
2026-03-04Trump, Donald J PresidentBUY$100,001 - $250,000PTR
2026-03-04Trump, Donald J PresidentBUY$15,001 - $50,000PTR
2026-03-04Trump, Donald J PresidentBUY$15,001 - $50,000PTR
2026-03-04Trump, Donald J PresidentBUY$50,001 - $100,000PTR
2026-03-04Trump, Donald J PresidentBUY$50.001 - $100,000PTR
2026-03-04Trump, Donald J PresidentBUY$50,001 - $100,000PTR
2026-03-04Trump, Donald J PresidentBUY$50,001 - $100,000PTR
2026-01-16Trump, Donald J PresidentBUY$250,001 - $500,000PTR
2026-01-16Trump, Donald J PresidentBUY$250,001 - $500,000PTR
2025-12-20Trump, Donald J PresidentBUY$100.001 - $250,000PTR
2025-12-20Trump, Donald J PresidentBUY$100,001 - $250.000PTR
… 1 older trade(s) on the full page

Serenity (@aleabitoreddit) full tracker →

Watching · 3 mention(s), 0 personal-position post(s) · first 2025-11-25 · last 2026-07-05

“Came across an interesting report from SVRC Research called "State of Robotics 2026", published in April. Which listed: 1. Figure AI 2. Agility Robotics $CCXI 3. Apptronik 4. $TSLA 5. Boston Dynamics 6. Physical Intelligence 7. 1X Technologies 8. $AMZN Robotics 9. Covariant 10. Skild AI As the National Champions of the United States robotics program. "The United States leads the world i…” post →

All 3 tweet(s) mentioning this ticker
DateTweet
2026-07-05T20:32:55Came across an interesting report from SVRC Research called "State of Robotics 2026", published in April. Which listed: 1. Figure AI 2. Agility Robotics $CCXI 3. Apptronik 4. $TSLA 5. Boston Dynamics 6. Physical Intelligence 7. 1X Technologies 8. $AMZN Robotics 9. Covariant 10. Skild AI As … · 1488 likes · 458,587 views
2026-06-29T09:54:58$GM cuts 1,000 workers and replaces them with 50 robots (Jun 22nd report) Reports also show GM is working on a deal with $NVDA on factory robotics. This is industry validation for robotics, since it likely demonstrates increased opex margins + efficiency from employee automation. Especially from… · 1102 likes · 562,701 views
2025-11-25lol $TSLA feels like marketing snake oil currently. Waymo ( $GOOGL ) -Level 4 Cruise ( $GM ) - Level 4 Avride - Level 4 Tesla FSD - Level 2 $TSLA still has humans remotely monitoring every drive since it's level 2 right now and it's just snake oil marketing FSD (with disclaimers that you must be a… · 5 likes · 736 views

Citrini Research coverage report library →

ReportDateStance
#90 — Market Memo: Insuring Against Insanity2025-03-31LONG
#83 — Market Memo: Tariff-ied2025-02-03SHORT

Every tracked holder of this name, sorted new → added → flat → trimmed. Shares = reported 13F share count; Value as reported (a few managers file values in $thousands). Generated 2026-07-20.