COMMERCIAL VEH GROUP INC CVGI
COM · Common Stock · CUSIP 202608105
* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once ($462.6k this quarter). Holder counts are more reliable. Shares outstanding: 34.5m as of 2024-08-05, from the company's own SEC filing; the percentage can still exceed 100%: lent-out shares are counted by the lender and the buyer, and some reports overlap without saying so. Implied quarter-end price ≈ $4.90. Options: 5 managers hold calls ($261.4k notional), 2 hold puts ($2.5k).
Trends to Q2 2024
Institutional holders
Managers reporting a position, each quarter
Numbers
| Quarter | Holders |
|---|---|
| Q3 2022 | 63 |
| Q4 2022 | 68 |
| Q1 2023 | 80 |
| Q2 2023 | 106 |
| Q3 2023 | 115 |
| Q4 2023 | 108 |
| Q1 2024 | 104 |
| Q2 2024 | 101 |
Buyers vs sellers
Managers adding to or starting a position, vs cutting or selling out
Numbers
| Quarter | Bought or added | Cut or sold out |
|---|---|---|
| Q4 2022 | 31 | 28 |
| Q1 2023 | 50 | 27 |
| Q2 2023 | 77 | 40 |
| Q3 2023 | 57 | 55 |
| Q4 2023 | 63 | 54 |
| Q1 2024 | 54 | 53 |
| Q2 2024 | 51 | 57 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q3 2023 | $436.9k | $0 | 0.00 |
| Q4 2023 | $135.9k | $701 | 0.01 |
| Q1 2024 | $87.4k | $3.9k | 0.04 |
| Q2 2024 | $261.4k | $2.5k | 0.01 |
Biggest buyers
| ROYCE & ASSOCIATES LP | Added | +386.0k |
| Brandywine Global Investment Management, LLC | New | +310.9k |
| Forager Capital Management, LLC | Added | +142.1k |
| Private Advisor Group, LLC | New | +123.0k |
| AMERICAN CENTURY COMPANIES INC | Added | +85.1k |
| JANE STREET GROUP, LLC | New | +36.0k |
| Perritt Capital Management Inc | Added | +35.0k |
| GOLDMAN SACHS GROUP INC | Added | +34.5k |
| ClariVest Asset Management LLC | Added | +34.2k |
| D. E. Shaw & Co., Inc. | Added | +33.0k |
Biggest sellers
| MORGAN STANLEY | Reduced | -880.8k |
| FRANKLIN RESOURCES INC | Sold out | -426.6k |
| Hillsdale Investment Management Inc. | Sold out | -413.7k |
| IRONWOOD INVESTMENT MANAGEMENT LLC | Reduced | -141.6k |
| MILLENNIUM MANAGEMENT LLC | Reduced | -102.4k |
| ACADIAN ASSET MANAGEMENT LLC | Reduced | -99.4k |
| Empowered Funds, LLC | Reduced | -81.1k |
| TWO SIGMA INVESTMENTS, LP | Reduced | -50.6k |
| BlackRock Inc. | Reduced | -46.0k |
| JPMORGAN CHASE & CO | Reduced | -46.0k |
Biggest calls
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | New | $132.3k27.0k shares |
| SIMPLEX TRADING, LLC | New | $61.0k12.6k shares |
| CITADEL ADVISORS LLC | Reduced | $47.5k9.7k shares |
| GROUP ONE TRADING LLC | Added | $20.6k4.2k shares |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | Unchanged | $00 shares |
Biggest puts
| CITADEL ADVISORS LLC | Reduced | $2.5k500 shares |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | Unchanged | $00 shares |
Options at notional value: the value of the shares the contracts control, as filers report them, not what the options cost. Not included in the holders, shares or buying above.
Major shareholders (over 5%)
Anyone who owns more than 5% of a class of the company's shares has to say so: on Schedule 13D if they may try to influence or control the company, on 13G if they're a passive investor, and update it as the stake changes. Each holder's latest filing, from 19 Dec 2024 on; percentages are of the share class, as the holder worked them out.
| Holder | Stake |
|---|---|
Lakeview Opportunity Fund LLC
13D · may seek influence
+0.4 pts · filed 2026-02-09
Stated purposeItem 4 is hereby amended to add the following: On February 5, 2026, the Reporting Persons entered into a Support Agreement (the "Support Agreement") with the Issuer regarding the composition of the Issuer's Board of Directors (the "Board") and certain other matters. The following description of the Support Agreement is qualified in its entirety by reference to the Support Agreement, which is attached as Exhibit 99.1 hereto and is incorporated herein by reference. Pursuant to the terms of the Support Agreement, the Issuer agreed to increase the size of the Board to seven (7) directors and appoint Ari B. Levy as a director of the Issuer. The Issuer also agreed to (i) nominate Mr. Levy for election at the Issuer's 2026 annual meeting of stockholders (the "2026 Annual Meeting") and (ii) appo… Full filing |
8.9% |
| TCW GROUP INC 13G · passive new · filed 2026-07-22 | 7.8% |
| BlackRock, Inc. 13G · institution +4.7 pts · filed 2026-07-27 | 6.2% |
| RENAISSANCE TECHNOLOGIES LLC 13G · institution +0.2 pts · filed 2026-08-13 | 5.2% |
Insider purchases and sales in Q2 2024
Shares bought or sold by the company's own officers, directors and 10% owners, in the open market or privately, as they reported to the SEC on Form 4 (due within two business days of the trade). Grants, option exercises, shares withheld for tax and gifts aren't included.
Officers and directors buying vs selling
Number of people, by quarter (10% owners not included)
Numbers
| Quarter | Buying | Bought | Selling | Sold | Sold under a plan |
|---|---|---|---|---|---|
| Q3 2022 | 0 | — | 0 | — | — |
| Q4 2022 | 0 | — | 0 | — | — |
| Q1 2023 | 1 | $72.9k | 0 | — | — |
| Q2 2023 | 0 | — | 0 | — | — |
| Q3 2023 | 1 | $31.4k | 1 | $169.7k | $84.2k |
| Q4 2023 | 0 | — | 0 | — | — |
| Q1 2024 | 0 | — | 0 | — | — |
| Q2 2024 | 0 | — | 0 | — | — |
None reported in Q2 2024.
Holders, Q2 2024
| Manager | Shares | Change |
|---|---|---|
| Forager Capital Management, LLC 7.21% of their portfolio | 3.4m $16.8m | Added +142.1k |
| ROYCE & ASSOCIATES LP 0.11% of their portfolio | 2.4m $11.9m | Added +386.0k |
| BlackRock Inc. 0.00% of their portfolio | 2.3m $11.3m | Reduced -46.0k |
| RENAISSANCE TECHNOLOGIES LLC 0.01% of their portfolio | 1.7m $8.3m | Reduced -25.4k |
| VANGUARD GROUP INC 0.00% of their portfolio | 1.7m $8.2m | Reduced -4.5k |
| DIMENSIONAL FUND ADVISORS LP 0.00% of their portfolio | 1.4m $6.7m | Reduced -45.8k |
| GAMCO INVESTORS, INC. ET AL 0.04% of their portfolio | 742.8k $3.6m | Added +13.9k |
| AMERICAN CENTURY COMPANIES INC 0.00% of their portfolio | 731.4k $3.6m | Added +85.1k |
| Huber Capital Management LLC 0.81% of their portfolio | 724.8k $3.6m | Reduced -24.3k |
| GEODE CAPITAL MANAGEMENT, LLC 0.00% of their portfolio | 688.2k $3.4m | Added +18.8k |
| STATE STREET CORP 0.00% of their portfolio | 640.4k $3.1m | Reduced -1.7k |
| MORGAN STANLEY 0.00% of their portfolio | 527.3k $2.6m | Reduced -880.8k |
| IRONWOOD INVESTMENT MANAGEMENT LLC 1.14% of their portfolio | 436.9k $2.1m | Reduced -141.6k |
| RBF Capital, LLC 0.11% of their portfolio | 381.2k $1.9m | Reduced -18.8k |
| D. E. Shaw & Co., Inc. 0.00% of their portfolio | 361.5k $1.8m | Added +33.0k |
| BLACK DIAMOND CAPITAL MANAGEMENT, L.L.C. 1.04% of their portfolio | 350.0k $1.7m | Unchanged |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC 0.04% of their portfolio | 314.9k $1.5m | Added +6.7k |
| Brandywine Global Investment Management, LLC 0.01% of their portfolio | 310.9k $1.5m | New |
| Assenagon Asset Management S.A. 0.00% of their portfolio | 304.1k $1.5m | Reduced -13.5k |
| NORTHERN TRUST CORP 0.00% of their portfolio | 265.6k $1.3m | Reduced -15.4k |
| Bank of New York Mellon Corp 0.00% of their portfolio | 264.6k $1.3m | Added +14.0k |
| Teton Advisors, Inc. 0.43% of their portfolio | 210.6k $1.0m | Reduced -3.6k |
| ACADIAN ASSET MANAGEMENT LLC 0.00% of their portfolio | 204.7k $1.0m | Reduced -99.4k |
| Invesco Ltd. 0.00% of their portfolio | 177.9k $871.8k | Reduced -8.1k |
| LOS ANGELES CAPITAL MANAGEMENT LLC 0.00% of their portfolio | 173.6k $850.5k | Reduced -20.6k |
| TWO SIGMA ADVISERS, LP 0.00% of their portfolio | 168.8k $827.1k | Reduced -11.6k |
| CITIGROUP INC 0.00% of their portfolio | 162.4k $795.5k | Added +13.5k |
| TWO SIGMA INVESTMENTS, LP 0.00% of their portfolio | 158.1k $774.7k | Reduced -50.6k |
| LPL Financial LLC 0.00% of their portfolio | 155.5k $762.2k | Reduced -9.7k |
| Connor, Clark & Lunn Investment Management Ltd. 0.00% of their portfolio | 148.4k $727.3k | Added +18.6k |
| PANAGORA ASSET MANAGEMENT INC 0.00% of their portfolio | 148.1k $725.9k | Added +726 |
| ClariVest Asset Management LLC 0.07% of their portfolio | 132.5k $649.2k | Added +34.2k |
| Private Advisor Group, LLC 0.00% of their portfolio | 123.0k $602.5k | New |
| GABELLI FUNDS LLC 0.00% of their portfolio | 115.5k $566.0k | Added +2.4k |
| Perritt Capital Management Inc 0.31% of their portfolio | 114.9k $563.0k | Added +35.0k |
| LONE PEAK GLOBAL INVESTORS LLC 0.10% of their portfolio | 98.0k $480.0k | Added +12.5k |
| MARTINGALE ASSET MANAGEMENT L P 0.01% of their portfolio | 97.9k $479.6k | Reduced -17 |
| JPMORGAN CHASE & CO 0.00% of their portfolio | 95.8k $469.4k | Reduced -46.0k |
| Empowered Funds, LLC 0.01% of their portfolio | 94.4k $462.6k | Reduced -81.1k |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.00% of their portfolio | 92.7k $454.1k | Added +5.8k |
| CITADEL ADVISORS LLC 0.00% of their portfolio | 79.1k $387.5k | Reduced -36.7k |
| PRUDENTIAL FINANCIAL INC 0.00% of their portfolio | 77.0k $377.3k | Added +8.8k |
| CORNERCAP INVESTMENT COUNSEL INC 0.06% of their portfolio | 76.8k $376.2k | Reduced -687 |
| STRS OHIO 0.00% of their portfolio | 74.4k $364.6k | Added +7.6k |
| SummerHaven Investment Management, LLC 0.23% of their portfolio | 70.7k $346.3k | Added +3.1k |
| GOLDMAN SACHS GROUP INC 0.00% of their portfolio | 70.2k $343.9k | Added +34.5k |
| JB CAPITAL PARTNERS LP 0.07% of their portfolio | 67.3k $329.9k | Unchanged |
| Nuveen Asset Management, LLC 0.00% of their portfolio | 64.2k $314.7k | Added +5.0k |
| PRICE T ROWE ASSOCIATES INC /MD/ 0.00% of their portfolio | 63.4k $311.0k | Added +10.5k |
| WELLS FARGO & COMPANY/MN 0.00% of their portfolio | 62.0k $303.6k | Reduced -2.5k |
| RHUMBLINE ADVISERS 0.00% of their portfolio | 49.6k $243.2k | Added +4.1k |
| Aristides Capital LLC 0.04% of their portfolio | 40.0k $196.0k | Added +20.0k |
| AQR CAPITAL MANAGEMENT LLC 0.00% of their portfolio | 39.7k $194.3k | Added +2.0k |
| JANE STREET GROUP, LLC 0.00% of their portfolio | 36.0k $176.4k | New |
| MILLENNIUM MANAGEMENT LLC 0.00% of their portfolio | 35.0k $171.7k | Reduced -102.4k |
| Qube Research & Technologies Ltd 0.00% of their portfolio | 34.1k $167.3k | Added +8.9k |
| FIRST MANHATTAN CO. LLC. 0.00% of their portfolio | 33.5k $164.2k | Unchanged |
| SHERBROOKE PARK ADVISERS LLC 0.03% of their portfolio | 33.2k $162.6k | Added +15.2k |
| Campbell & CO Investment Adviser LLC 0.01% of their portfolio | 32.5k $159.3k | Reduced -18.6k |
| Corton Capital Inc. 0.08% of their portfolio | 30.7k $150.3k | New |
| PRELUDE CAPITAL MANAGEMENT, LLC 0.01% of their portfolio | 30.2k $148.0k | Added +2.3k |
| BANK OF MONTREAL /CAN/ 0.00% of their portfolio | 29.6k $233.3k | New |
| STATE OF WISCONSIN INVESTMENT BOARD 0.00% of their portfolio | 28.7k $140.6k | Added +2.9k |
| FEDERATED HERMES, INC. 0.00% of their portfolio | 26.9k $131.9k | Unchanged |
| KENNEDY CAPITAL MANAGEMENT LLC 0.00% of their portfolio | 23.7k $116.4k | Reduced -14.0k |
| BANK OF AMERICA CORP /DE/ 0.00% of their portfolio | 22.3k $109.1k | Added +7.2k |
| ROYAL BANK OF CANADA 0.00% of their portfolio | 20.6k $101.0k | Added +19.9k |
| UBS Group AG 0.00% of their portfolio | 19.4k $95.2k | Reduced -15.3k |
| BNP PARIBAS FINANCIAL MARKETS 0.00% of their portfolio | 19.1k $93.5k | Reduced -41.1k |
| DEUTSCHE BANK AG\ 0.00% of their portfolio | 18.6k $91.3k | Unchanged |
| MetLife Investment Management, LLC 0.00% of their portfolio | 18.5k $90.4k | Added +8.2k |
| Corebridge Financial, Inc. 0.00% of their portfolio | 17.7k $86.8k | First filing |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.00% of their portfolio | 16.3k $79.7k | First filing |
| VICTORY CAPITAL MANAGEMENT INC 0.00% of their portfolio | 15.6k $76.4k | New |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE 0.00% of their portfolio | 13.6k $66.4k | Reduced -224 |
| Sage Capital Management, LLC 0.03% of their portfolio | 13.0k $63.7k | Unchanged |
| ALLIANCEBERNSTEIN L.P. 0.00% of their portfolio | 13.0k $63.6k | New |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 0.00% of their portfolio | 13.0k $63.0k | Reduced -10.0k |
| NEW YORK STATE COMMON RETIREMENT FUND 0.00% of their portfolio | 12.8k $62.6k | Reduced -236 |
| Tower Research Capital LLC (TRC) 0.00% of their portfolio | 11.6k $56.6k | Added +10.9k |
| BARCLAYS PLC 0.00% of their portfolio | 11.5k $56.5k | Reduced -11.8k |
| Brevan Howard Capital Management LP 0.00% of their portfolio | 10.6k $51.7k | New |
| Allspring Global Investments Holdings, LLC 0.00% of their portfolio | 9.6k $47.0k | New |
| FMR LLC 0.00% of their portfolio | 8.5k $41.5k | Reduced -1.5k |
| Clearstead Advisors, LLC 0.00% of their portfolio | 5.0k $24.5k | Unchanged |
| Ameritas Investment Partners, Inc. 0.00% of their portfolio | 2.7k $13.0k | Unchanged |
| Legal & General Group Plc 0.00% of their portfolio | 2.6k $12.7k | Reduced -147 |
| NISA INVESTMENT ADVISORS, LLC 0.00% of their portfolio | 2.6k $12.6k | Added +2.6k |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.00% of their portfolio | 2.4k $11.7k | Reduced -884 |
| First Horizon Advisors, Inc. 0.00% of their portfolio | 2.4k $11.7k | Added +266 |
| CWM, LLC 0.00% of their portfolio | 2.0k $10.0k | Added +2.0k |
| INNEALTA CAPITAL, LLC 0.00% of their portfolio | 1.5k $7.1k | New |
| nVerses Capital, LLC 0.00% of their portfolio | 1.1k $5.4k | Reduced -2.2k |
| AMALGAMATED BANK 0.00% of their portfolio | 1.1k $5.0k | Unchanged |
| HHM Wealth Advisors, LLC 0.00% of their portfolio | 1.1k $5.2k | Unchanged |
| SUMMIT SECURITIES GROUP LLC 0.00% of their portfolio | 570 $3.0k | New |
| WealthCollab, LLC 0.00% of their portfolio | 456 $2.2k | New |
| Russell Investments Group, Ltd. 0.00% of their portfolio | 393 $1.9k | New |
| Covestor Ltd 0.00% of their portfolio | 183 $1.0k | New |
| Capital Advisors, Ltd. LLC 0.00% of their portfolio | 37 $0 | New |