Sector: airobot
Conviction from: S&PCitrini
52-week range: 54.3391.85
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.
5 tracked filer(s) hold this · 0 opened, 2 added, 3 trimmed in 30-JUN-2026
Aggregate 13FScore 61 — mean of 5 scored holder(s) · buyers (new/add) avg 70. Higher = the smart money in this name has the better track record.
| Filer | 13FScore | This quarter | Shares | Value | % of their book |
|---|
| Steve Cohen / Point72 | 76 | Added +59% | 2,033,447 | $156,738,095 | 0.2% |
| Paul Tudor Jones / Tudor | 63 | Added +18% | 430,750 | $33,202,210 | 0.0% |
| Bill Nygren / Oakmark (Harris Associates) | 70 | Trimmed -2% | 13,198,809 | $1,017,364,233 | 1.3% |
| Ancora | 40 | Trimmed -5% | 7,552 | $582,112 | 0.0% |
| Bridgewater | 56 | Trimmed -61% | 50,097 | $3,861,477 | 0.0% |
Beyond 13F — activists, insiders, politicians & research
2 disclosed trade(s) by 2 filer(s).
24 disclosed trade(s) by 1 filer(s).
| Trade date | Who | Type | Amount | |
|---|
| 2026-09-22 | Trump, Donald J President | BUY | $1,001 - $15,000 | PTR |
| 2026-09-22 | Trump, Donald J President | SELL | $15,001 - $50,000 | PTR |
| 2026-08-22 | Trump, Donald J President | BUY | $15,001 - $50,000 | PTR |
| 2026-07-01 | Trump, Donald J President | BUY | $15,001 - $50,000 | PTR |
| 2026-05-14 | Trump, Donald J President | BUY | $200,001 - $250,000 | PTR |
| 2026-05-14 | Trump, Donald J President | BUY | $15,001 - $50,000 | PTR |
| 2026-05-14 | Trump, Donald J President | BUY | $15,001 - $50,000 | PTR |
| 2026-05-14 | Trump, Donald J President | BUY | $15,001 - $50,000 | PTR |
| 2026-05-14 | Trump, Donald J President | BUY | $1,001 - $15,000 | PTR |
| 2026-04-25 | Trump, Donald J President | BUY | $1,000,004 - $5,000,000 | PTR |
| 2026-04-25 | Trump, Donald J President | BUY | $250,001 - $500,000 | PTR |
| 2026-03-04 | Trump, Donald J President | BUY | $500,001 - $1,000,000 | PTR |
| 2026-03-04 | Trump, Donald J President | BUY | $100,001 - $250,000 | PTR |
| 2026-03-04 | Trump, Donald J President | BUY | $15,001 - $50,000 | PTR |
| 2026-03-04 | Trump, Donald J President | BUY | $15,001 - $50,000 | PTR |
| 2026-03-04 | Trump, Donald J President | BUY | $50,001 - $100,000 | PTR |
| 2026-03-04 | Trump, Donald J President | BUY | $50.001 - $100,000 | PTR |
| 2026-03-04 | Trump, Donald J President | BUY | $50,001 - $100,000 | PTR |
| 2026-03-04 | Trump, Donald J President | BUY | $50,001 - $100,000 | PTR |
| 2026-01-16 | Trump, Donald J President | BUY | $250,001 - $500,000 | PTR |
| … 4 older trade(s) on the full page |
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
| Date | Tweet |
|---|
| 2026-07-05T20:32:55 | 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 … → · 1497 likes · 464,832 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… → · 1096 likes · 565,421 views |
| 2025-11-25 | lol $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 |
| Report | Date | Stance |
|---|
| #90 — Market Memo: Insuring Against Insanity | 2025-03-31 | LONG |
| #83 — Market Memo: Tariff-ied | 2025-02-03 | SHORT |