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Livermore
Livermore
ZHEN

General Motors Holdings LLC

SEC CIK
0001497345
Latest filing
Jul 31, 2026

The latest 13F from General Motors Holdings LLC covers Q2 2026 (filed Jul 31, 2026): 4 long positions worth $79.8M. The top 10 holdings make up 100.0% of the portfolio, and the largest is Lithium Americas Corp. (LAC) at 72.4%. Livermore has 20 filings on Form 13F from this institution, going back to Q4 2021.

What changed in Q2 2026

Share counts compared with Q1 2026: how many positions were new, added to, reduced or sold out, and the biggest buys and sells. Dollar amounts are estimated at the quarter-end prices implied by the filing.

Full comparison
New
0
Added
0
Reduced
0
Sold out
0

Top 5 holdings

Share of this quarter's portfolio value

  1. LACLithium Americas Corp.
    72.4%$57.8MHistory
  2. NMGNouveau Monde Graphite Inc.
    23.5%$18.8MHistory
  3. SESSES AI Corp
    3.5%$2.81MHistory
  4. BLNKBlink Charging Co.
    0.6%$487.0KHistory

Share of portfolio

Each position's share of portfolio value

  1. LAC72.4%
  2. NMG23.5%
  3. SES3.5%
  4. BLNK0.6%

Biggest buys

New and added positions, by estimated amount bought

None this quarter.

Largest weight increases

New and added positions, by percentage points of the portfolio gained

None this quarter.

Biggest sells

Reduced and sold-out positions, by estimated amount sold

None this quarter.

Largest weight decreases

Reduced and sold-out positions, by percentage points of the portfolio lost

None this quarter.

Metrics

13F metrics for Q2 2026, computed only from the numbers in the filings. Definitions below.

Portfolio value
$79.8M
−$10.7M (−11.8%) vs. prior quarter
Positions
4
0 vs. prior quarter
Top 10 concentration
100.0%
Top 10 as share of value
Turnover
0.0%
Q2 2026, one quarter
Average holding period
11.0 quarters
Weighted by value

How these are calculated

  • Portfolio value: the market value of all long positions in the 13F, as reported at quarter end, excluding options.
  • Top 10 concentration: the combined value of the 10 largest positions as a share of portfolio value.
  • Turnover: the smaller of this quarter's estimated purchases and estimated sales, divided by the average of this and last quarter's portfolio value. Estimates multiply the change in shares by the quarter-end price implied by the filing (market value divided by shares); new positions use this quarter's value and sold-out positions last quarter's. Only positions reported in shares count, and it is not calculated when the previous quarter was not filed.
  • Average holding period: how many consecutive quarters each current position has been held (including this one; a quarter without the position or without a filing starts the count over), weighted by this quarter's value. Counting starts with the first 13F in Livermore (Q4 2021), so positions held before then are understated.

13F filings by quarter

19 quarters, going back to Q4 2021. Bars show each quarter's 13F portfolio value; quarters without a filing are left blank.

Peak $465.2M (Q1 2022)

Q4 2021: $267.5MQ1 2022: $465.2MQ2 2022: $179.1MQ3 2022: $197.4MQ4 2022: $119.9MQ1 2023: $437.7MQ2 2023: $386.4MQ3 2023: $333.2MQ4 2023: $252.4MQ1 2024: $266.4MQ2 2024: $153.9MQ3 2024: $130.7MQ4 2024: $147.5MQ1 2025: $93.4MQ2 2025: $93.4MQ3 2025: $177.4MQ4 2025: $185.9MQ1 2026: $90.5MQ2 2026: $79.8M
Q4 2021Q2 2026
13F filings of General Motors Holdings LLC by quarter
QuarterFiledPositionsValueTop 3 holdingsChangesFiling
Q2 2026Jul 31, 20264$79.8MLACNMGSESvs. Q1 2026SEC
Q1 2026Apr 9, 20264$90.5MLACNMGSESvs. Q4 2025SEC
Q4 2025Feb 13, 20265$185.9MLACLACNMGvs. Q3 2025SEC
Q3 2025Nov 14, 20255$177.4MLACLACNMGvs. Q2 2025SEC
Q2 2025Aug 7, 20255$93.4MLACLACNMGvs. Q1 2025SEC
Q1 2025May 13, 20255$93.4MLACLACNMGvs. Q4 2024SEC
Q4 2024Feb 11, 20255$147.5MLACSESLACvs. Q3 2024SEC
Q3 2024Nov 1, 20245$130.7MLACLACSESvs. Q2 2024SEC
Q2 2024Aug 2, 20245$153.9MLACSESLACvs. Q1 2024SEC
Q1 2024May 10, 20245$266.4MLACLACSESvs. Q4 2023SEC
Q4 2023Feb 14, 20244$252.4MLACLACSESvs. Q3 2023SEC
Q3 2023Nov 14, 20233$333.2MLACSESLIDRvs. Q2 2023SEC
Q2 2023Aug 11, 20233$386.4MLACSESLIDRvs. Q1 2023SEC
Q1 2023May 11, 20234$437.7MLACSESWEJOvs. Q4 2022SEC
Q4 2022Feb 14, 2023Amended3$119.9MSESWEJOLIDRvs. Q3 2022SEC
Q3 2022Nov 10, 20223$197.4MSESWEJOLIDRvs. Q2 2022SEC
Q2 2022Aug 12, 20223$179.1MSESLIDRWEJOvs. Q1 2022SEC
Q1 2022May 13, 20224$465.2MSESLIDRWEJOvs. Q4 2021SEC
Q4 2021Feb 14, 20223$267.5MWEJOPTRAQLIDR–SEC

13D and 13G filings

Companies where General Motors Holdings LLC reports owning 5% or more on Schedule 13D or 13G, and its latest filings.

Current stakes of 5% or more

1 company, largest stake first.

Companies where General Motors Holdings LLC owns 5% or more
CompanyLatest formStakeChangeFirst filedLatest filingFiling
NMGNouveau Monde Graphite Inc.13D/A8.20%12.5M shares–Feb 28, 20242 filingsDec 30, 2024SEC

Latest filings

18 filings on file made by General Motors Holdings LLC or listing it as a reporting person, newest first.

Schedule 13D and 13G filings by General Motors Holdings LLC
CompanyFiled (ET)FilerFormStakeChangeEvent dateFiling
LARLithium Argentina AGMar 30, 20265:28 PM ETGeneral Motors Holdings LLCand 1 other13D/A0.00%0 shares–Below 5%Mar 26, 2026SEC
LACLithium Americas Corp.Feb 3, 20264:05 PM ETGeneral Motors Holdings LLCand 1 other13D/A4.94%15.0M shares−1.93 ppfrom 6.87%Below 5%Jan 30, 2026SEC
LIDRAEye, Inc.Sep 17, 20254:31 PM ETGeneral Motors Ventures LLCand 2 others13G/A0.00%0 shares−2.60 ppfrom 2.60%Below 5%Sep 10, 2025SEC
LIDRAEye, Inc.Jan 31, 20254:05 PM ETGeneral Motors Ventures LLCand 2 others13G/A2.60%468.8K shares–Below 5%Dec 31, 2024SEC
SESSES AI CorpJan 14, 20258:29 PM ETGeneral Motors Holdings LLCand 2 others13D/A1.20%3.92M shares–Below 5%Jan 10, 2025SEC
NMGNouveau Monde Graphite Inc.Dec 30, 20244:05 PM ETGeneral Motors Holdings LLCand 1 other13D/A8.20%12.5M shares–Dec 26, 2024SEC
LACLithium Americas Corp.Dec 23, 20244:05 PM ETGeneral Motors Holdings LLCand 1 other13D/A6.87%15.0M shares–Dec 20, 2024SEC
SESSES AI CorpOct 31, 2024General Motors Holdings LLC13D/AOld format–––SEC
LACLithium Americas Corp.Oct 17, 2024General Motors Holdings LLC13D/AOld format–––SEC
LACLithium Americas Corp.Sep 3, 2024General Motors Holdings LLC13D/AOld format–––SEC
NMGNouveau Monde Graphite Inc.Feb 28, 2024General Motors Holdings LLC13DOld format–New–SEC
LARLithium Argentina AGOct 12, 2023General Motors Holdings LLC13D/AOld format–––SEC
LACLithium Americas Corp.Oct 12, 2023General Motors Holdings LLC13DOld format–New–SEC
LARLithium Argentina AGMar 29, 2023General Motors Holdings LLC13D/AOld format–––SEC
LARLithium Argentina AGFeb 28, 2023General Motors Holdings LLC13DOld format–New–SEC
WEJOWejo Group LtdDec 22, 2022General Motors Holdings LLC13G/AOld format–––SEC
WEJOWejo Group LtdFeb 14, 2022General Motors Holdings LLC13GOld format–New–SEC
SESSES AI CorpFeb 14, 2022General Motors Holdings LLC13DOld format–New–SEC