Penske Automotive Group, Inc.
US ˙ NYSE ˙ US70959W1036

SecurityPAG / Penske Automotive Group, Inc.
InstitutionNeuberger Berman Group LLC
Latest Disclosed Ownership5,207 shares
Latest Disclosed Value $ 778,619
Neuberger Berman Group LLC reports 20.78% increase in ownership of PAG / Penske Automotive Group, Inc.

On May 14, 2026 - Neuberger Berman Group LLC filed a 13F-HR form disclosing ownership of 5,207 shares of Penske Automotive Group, Inc. (US:PAG) valued at $778,551 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 13, 2026 disclosing 4,311 shares of Penske Automotive Group, Inc.. This represents a change in shares of 20.78% during the quarter. The current value of the position is $890,501 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)
2026-05-14 2026-03-31 13F PENSKE AUTOMOTIVE GROUP VOTING Common 70959W103 5,207 896 20.78 779 14.08 0.0003
2026-02-13 2025-12-31 13F PENSKE AUTOMOTIVE GROUP VOTING Common 70959W103 4,311 -1,377 -24.21 682 -31.04 0.0005
2025-11-12 2025-09-30 13F PENSKE AUTOMOTIVE GROUP VOTING Common 70959W103 5,688 1,746 44.29 989 46.09 0.0007
2025-08-25 2025-06-30 13F/A-1 PENSKE AUTOMOTIVE GROUP VOTING Common 70959W103 3,942 23 0.59 677 20.04 0.0005
2025-08-13 2025-06-30 13F PENSKE AUTOMOTIVE GROUP VOTING Common 70959W103 3,942 23 677 0.0003
2025-05-13 2025-03-31 13F PENSKE AUTOMOTIVE GROUP VOTING Common 70959W103 3,919 -12 -0.31 564 -5.84 0.0005
2025-02-13 2024-12-31 13F PENSKE AUTOMOTIVE GROUP VOTING Common 70959W103 3,931 -5 -0.13 599 -6.26 0.0005
2024-11-14 2024-09-30 13F PENSKE AUTOMOTIVE GROUP VOTING Common 70959W103 3,936 13 0.33 639 9.42 0.0005
2024-11-14 2024-06-30 13F/A-1 PENSKE AUTOMOTIVE GROUP VOTING Common 70959W103 3,923 18 0.46 585 -7.59 0.0005
2024-08-13 2024-06-30 13F PENSKE AUTOMOTIVE GROUP VOTING Common 70959W103 3,923 18 585 0.0005
2024-11-14 2024-03-31 13F/A-1 PENSKE AUTOMOTIVE GROUP VOTING Common 70959W103 3,905 13 0.33 633 1.28 0.0005
2024-05-13 2024-03-31 13F PENSKE AUTOMOTIVE GROUP VOTING Common 70959W103 3,905 13 633 0.0005
2024-11-14 2023-12-31 13F/A-2 PENSKE AUTOMOTIVE GROUP VOTING Common 70959W103 3,892 -2,122 -35.28 625 -37.85 0.0005
2024-02-09 2023-12-31 13F PENSKE AUTOMOTIVE GROUP VOTING Common 70959W103 3,892 -2,122 625 0.0005
2023-11-14 2023-09-30 13F PENSKE AUTOMOTIVE GROUP VOTING Common 70959W103 6,014 1,910 46.54 1,005 47.00 0.0009
2023-08-11 2023-06-30 13F PENSKE AUTOMOTIVE GROUP VOTING Common 70959W103 4,104 -2,154 -34.42 684 -23.00 0.0006
2023-05-12 2023-03-31 13F PENSKE AUTOMOTIVE GROUP VOTING Common 70959W103 6,258 1,779 39.72 887 72.57 0.0008
2023-02-13 2022-12-31 13F PENSKE AUTOMOTIVE GROUP VOTING Common 70959W103 4,479 -3,765 -45.67 515 -36.70 0.0005
2022-11-15 2022-09-30 13F PENSKE AUTOMOTIVE GROUP VOTING Common 70959W103 8,244 1,833 28.59 812 20.83 0.0008
2022-08-15 2022-06-30 13F PENSKE AUTOMOTIVE GROUP VOTING Common 70959W103 6,411 410 6.83 672 19.57 0.0007
2022-05-23 2022-03-31 13F/A-1 PENSKE AUTOMOTIVE GROUP VOTING Common 70959W103 6,001 -1,870 -23.76 562 -30.19 0.0005
2022-05-13 2022-03-31 13F PENSKE AUTOMOTIVE GROUP VOTING Common 70959W103 6,001 -1,870 527 0.0005
2022-02-11 2021-12-31 13F PENSKE AUTOMOTIVE GROUP VOTING Common 70959W103 7,871 3,556 82.41 805 99.75 0.0006
2021-11-12 2021-09-30 13F PENSKE AUTOMOTIVE GROUP VOTING Common 70959W103 4,315 -730 -14.47 403 12.57 0.0004
2021-08-13 2021-06-30 13F PENSKE AUTOMOTIVE GROUP VOTING Common 70959W103 5,045 5,045 358 0.0003
2017-02-06 2016-12-31 13F PENSKE AUTOMOTIVE GROUP COMMON STOCK 70959W103 0 -4,572 -100.00 0 -100.00
2016-11-02 2016-09-30 13F PENSKE AUTOMOTIVE GROUP COMMON STOCK 70959W103 4,572 -1,698 -27.08 220 -25.68 0.0003
2014-02-11 2013-12-31 13F PENSKE AUTOMOTIVE GROUP COMMON STOCK 70959W103 6,270 70 1.13 296 11.70 0.0003
2013-10-29 2013-09-30 13F/A-1 PENSKE AUTOMOTIVE GROUP COMMON STOCK 70959W103 6,200 6,200 265 0.0003
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.