Vault-13

COMMERCIAL VEH GROUP INC CVGI

COM · Common Stock · CUSIP 202608105

77 institutional holders -21 vs Q1 2025
14,361,83914.4m shares reported held*
38.8% of all shares outstanding*
$23.8mreported value*
14 new 20 added 34 reduced 36 sold out net sold ≈ $11.5m (-6.9m shares)

* 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 ($89.3k this quarter). Holder counts are more reliable. Shares outstanding: 37.0m as of 2025-08-04, 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 ≈ $1.66. Options: 3 managers hold calls ($111.9k notional), 3 hold puts ($9.3k).

Trends to Q2 2025

Institutional holders

Managers reporting a position, each quarter

050100150Q3 22: 63Q4 22: 68Q1 23: 80Q2 23: 106Q3 23: 115Q4 23: 108Q1 24: 104Q2 24: 101Q3 24: 92Q4 24: 103Q1 25: 98Q2 25: 7777Q3 22Q2 23Q1 24Q4 24Q2 25
Numbers
QuarterHolders
Q3 202263
Q4 202268
Q1 202380
Q2 2023106
Q3 2023115
Q4 2023108
Q1 2024104
Q2 2024101
Q3 202492
Q4 2024103
Q1 202598
Q2 202577

Buyers vs sellers

Managers adding to or starting a position, vs cutting or selling out

Bought or addedCut or sold out
1000100Q3 23: 57 bought or addedQ3 23: 55 cut or sold outQ4 23: 63 bought or addedQ4 23: 54 cut or sold outQ4 23Q1 24: 54 bought or addedQ1 24: 53 cut or sold outQ2 24: 51 bought or addedQ2 24: 57 cut or sold outQ2 24Q3 24: 35 bought or addedQ3 24: 54 cut or sold outQ4 24: 55 bought or addedQ4 24: 46 cut or sold outQ4 24Q1 25: 44 bought or addedQ1 25: 50 cut or sold outQ2 25: 34 bought or addedQ2 25: 70 cut or sold outQ2 25
Numbers
QuarterBought or addedCut or sold out
Q3 20235755
Q4 20236354
Q1 20245453
Q2 20245157
Q3 20243554
Q4 20245546
Q1 20254450
Q2 20253470

Calls vs puts

Options held, notional value, last 4 quarters. P/C = puts ÷ calls

CallsPuts
$0$50k$100k$150k$200kQ3 24 calls: $170.0kQ3 24 puts: $23.4kQ3 24P/C 0.14Q4 24 calls: $3.0kQ4 24 puts: $9.2kQ4 24P/C 3.09Q1 25 calls: $45.9kQ1 25 puts: $22.9kQ1 25P/C 0.50Q2 25 calls: $111.9kQ2 25 puts: $9.3kQ2 25P/C 0.08
Numbers
QuarterCallsPutsP/C
Q3 2024$170.0k$23.4k0.14
Q4 2024$3.0k$9.2k3.09
Q1 2025$45.9k$22.9k0.50
Q2 2025$111.9k$9.3k0.08

Biggest buyers

Peapod Lane Capital LLC Added +346,960+347.0k
TWO SIGMA ADVISERS, LP Added +242,200+242.2k
MILLENNIUM MANAGEMENT LLC New +214,901+214.9k
Clearstead Advisors, LLC Added +200,000+200.0k
GSA CAPITAL PARTNERS LLP Added +153,561+153.6k
XTX Topco Ltd New +104,772+104.8k
GOLDMAN SACHS GROUP INC Added +94,615+94.6k
ROYAL BANK OF CANADA Added +81,284+81.3k
Y-Intercept (Hong Kong) Ltd New +70,975+71.0k
D. E. Shaw & Co., Inc. Added +67,324+67.3k

Biggest sellers

ROYCE & ASSOCIATES LP Sold out -1,926,234-1.9m
BlackRock, Inc. Reduced -1,788,737-1.8m
AMERICAN CENTURY COMPANIES INC Sold out -815,055-815.1k
STATE STREET CORP Reduced -534,613-534.6k
GEODE CAPITAL MANAGEMENT, LLC Reduced -416,298-416.3k
Huber Capital Management LLC Reduced -387,808-387.8k
MORGAN STANLEY Reduced -361,743-361.7k
DIMENSIONAL FUND ADVISORS LP Reduced -210,361-210.4k
NORTHERN TRUST CORP Reduced -204,055-204.1k
VANGUARD GROUP INC Reduced -192,974-193.0k

Biggest calls

CITADEL ADVISORS LLC Added $111.9k67.4k shares
CONCOURSE FINANCIAL GROUP SECURITIES, INC. Unchanged $00 shares
SIMPLEX TRADING, LLC Unchanged $0300 shares

Biggest puts

SIMPLEX TRADING, LLC Reduced $9.0k5.6k shares
GROUP ONE TRADING LLC Unchanged $332200 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.

HolderStakeChangeShares Last filed
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% +0.4 pts 3.3m≈ $15.1m 2026-02-09
TCW GROUP INC 13G · passive new · filed 2026-07-22 7.8% new 3.1m≈ $14.3m 2026-07-22
BlackRock, Inc. 13G · institution +4.7 pts · filed 2026-07-27 6.2% +4.7 pts 2.3m≈ $10.5m 2026-07-27
RENAISSANCE TECHNOLOGIES LLC 13G · institution +0.2 pts · filed 2026-08-13 5.2% +0.2 pts 2.0m≈ $9.0m 2026-08-13

Insider purchases and sales in Q2 2025

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)

BuyingSelling
404Q3 23: 1 buyingQ3 23: 1 sellingQ4 23: 0 buyingQ4 23: 0 sellingQ4 23Q1 24: 0 buyingQ1 24: 0 sellingQ2 24: 0 buyingQ2 24: 0 sellingQ2 24Q3 24: 0 buyingQ3 24: 0 sellingQ4 24: 3 buyingQ4 24: 0 sellingQ4 24Q1 25: 0 buyingQ1 25: 0 sellingQ2 25: 0 buyingQ2 25: 0 sellingQ2 25
Numbers
QuarterBuyingBoughtSellingSoldSold under a plan
Q3 20231$31.4k1$169.7k$84.2k
Q4 20230—0——
Q1 20240—0——
Q2 20240—0——
Q3 20240—0——
Q4 20243$138.9k0——
Q1 20250—0——
Q2 20250—0——

None reported in Q2 2025.

Holders, Q2 2025

#ManagerLocationShares Value% of their portfolioChangeShares change
1 RENAISSANCE TECHNOLOGIES LLC 0.00% of their portfolio NEW YORK, NY 1,872,0951.9m $3.1m $3.1m 0.00% Reduced -151.8k -151,810
2 VANGUARD GROUP INC 0.00% of their portfolio Valley Forge, PA 1,473,7321.5m $2.4m $2.4m 0.00% Reduced -193.0k -192,974
3 Huber Capital Management LLC 0.29% of their portfolio EL SEGUNDO, CA 1,030,5141.0m $1.7m $1.7m 0.29% Reduced -387.8k -387,808
4 Peapod Lane Capital LLC 1.52% of their portfolio Bedford Hills, NY 912,050912.0k $1.5m $1.5m 1.52% Added +347.0k +346,960
5 DIMENSIONAL FUND ADVISORS LP 0.00% of their portfolio AUSTIN, TX 905,945905.9k $1.5m $1.5m 0.00% Reduced -210.4k -210,361
6 D. E. Shaw & Co., Inc. 0.00% of their portfolio New York, NY 706,900706.9k $1.2m $1.2m 0.00% Added +67.3k +67,324
7 Clearstead Advisors, LLC 0.02% of their portfolio CLEVELAND, OH 700,000700.0k $1.2m $1.2m 0.02% Added +200.0k +200,000
8 IRONWOOD INVESTMENT MANAGEMENT LLC 0.48% of their portfolio BOSTON, MA 595,540595.5k $988.6k $988.6k 0.48% Added +61.0k +61,000
9 TWO SIGMA ADVISERS, LP 0.00% of their portfolio NEW YORK, NY 590,400590.4k $980.1k $980.1k 0.00% Added +242.2k +242,200
10 GAMCO INVESTORS, INC. ET AL 0.01% of their portfolio GREENWICH, CT 590,218590.2k $979.8k $979.8k 0.01% Reduced -70.7k -70,682
11 BlackRock, Inc. 0.00% of their portfolio New York, NY 564,100564.1k $936.4k $936.4k 0.00% Reduced -1.8m -1,788,737
12 TWO SIGMA INVESTMENTS, LP 0.00% of their portfolio NEW YORK, NY 411,920411.9k $683.8k $683.8k 0.00% Added +54.8k +54,840
13 RBF Capital, LLC 0.03% of their portfolio RENO, NV 384,532384.5k $638.3k $638.3k 0.03% Unchanged
14 BLACK DIAMOND CAPITAL MANAGEMENT, L.L.C. 0.34% of their portfolio STAMFORD, CT 350,000350.0k $581.0k $581.0k 0.34% Unchanged
15 GEODE CAPITAL MANAGEMENT, LLC 0.00% of their portfolio BOSTON, MA 333,149333.1k $553.2k $553.2k 0.00% Reduced -416.3k -416,298
16 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 272,173272.2k $451.8k $451.8k 0.00% Reduced -361.7k -361,743
17 GOLDMAN SACHS GROUP INC 0.00% of their portfolio NEW YORK, NY 228,226228.2k $378.9k $378.9k 0.00% Added +94.6k +94,615
18 MILLENNIUM MANAGEMENT LLC 0.00% of their portfolio NEW YORK, NY 214,901214.9k $356.7k $356.7k 0.00% New
19 Anderson Financial Strategies, LLC 0.21% of their portfolio DAYTON, OH 195,401195.4k $322.0k $322.0k 0.21% Reduced -137.1k -137,096
20 GSA CAPITAL PARTNERS LLP 0.02% of their portfolio LONDON, X0 174,039174.0k $289.0k $289.0k 0.02% Added +153.6k +153,561
21 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 169,284169.3k $280.0k $280.0k 0.00% Added +81.3k +81,284
22 Bank of New York Mellon Corp 0.00% of their portfolio NEW YORK, NY 124,502124.5k $206.7k $206.7k 0.00% Reduced -76.2k -76,162
23 STATE STREET CORP 0.00% of their portfolio BOSTON, MA 122,202122.2k $202.9k $202.9k 0.00% Reduced -534.6k -534,613
24 GABELLI FUNDS LLC 0.00% of their portfolio Rye, NY 119,700119.7k $198.7k $198.7k 0.00% Added +3.7k +3,700
25 XTX Topco Ltd 0.01% of their portfolio LONDON, X0 104,772104.8k $173.9k $173.9k 0.01% New
26 PRICE T ROWE ASSOCIATES INC /MD/ 0.00% of their portfolio BALTIMORE, MD 99,28399.3k $165.0k $165.0k 0.00% Reduced -12.0k -12,028
27 Assenagon Asset Management S.A. 0.00% of their portfolio SENNINGERBERG, N4 82,56982.6k $137.1k $137.1k 0.00% Added +45.9k +45,944
28 JANE STREET GROUP, LLC 0.00% of their portfolio NEW YORK, NY 78,80178.8k $130.8k $130.8k 0.00% Added +4.7k +4,715
29 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio BALA CYNWYD, PA 77,52677.5k $128.7k $128.7k 0.00% Added +3.5k +3,492
30 NORTHERN TRUST CORP 0.00% of their portfolio CHICAGO, IL 71,84671.8k $119.3k $119.3k 0.00% Reduced -204.1k -204,055
31 Y-Intercept (Hong Kong) Ltd 0.00% of their portfolio HONG KONG, K3 70,97571.0k $117.8k $117.8k 0.00% New
32 JB CAPITAL PARTNERS LP 0.02% of their portfolio Armonk, NY 67,32267.3k $111.8k $111.8k 0.02% Unchanged
33 BRIDGEWAY CAPITAL MANAGEMENT, LLC 0.00% of their portfolio HOUSTON, TX 62,42162.4k $103.6k $103.6k 0.00% Reduced -114.0k -113,956
34 Empowered Funds, LLC 0.00% of their portfolio NEWTOWN SQUARE, PA 53,82153.8k $89.3k $89.3k 0.00% Reduced -60.4k -60,356
35 ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 0.00% of their portfolio BOSTON, MA 50,57750.6k $84.0k $84.0k 0.00% New
36 HBK Sorce Advisory LLC 0.00% of their portfolio ERIE, PA 49,45949.5k $82.1k $82.1k 0.00% New
37 Qube Research & Technologies Ltd 0.00% of their portfolio LONDON, X0 46,92846.9k $77.9k $77.9k 0.00% New
38 Jain Global LLC 0.00% of their portfolio NEW YORK, NY 46,07046.1k $76.5k $76.5k 0.00% New
39 Teton Advisors, Inc. 0.04% of their portfolio Rye, NY 43,72843.7k $72.6k $72.6k 0.04% Reduced -6.9k -6,900
40 Invesco Ltd. 0.00% of their portfolio ATLANTA, GA 39,32039.3k $65.3k $65.3k 0.00% Reduced -35.7k -35,708
41 Mariner, LLC 0.00% of their portfolio Overland Park, KS 33,37633.4k $55.4k $55.4k 0.00% Reduced -623 -623
42 AQR CAPITAL MANAGEMENT LLC 0.00% of their portfolio Greenwich, CT 32,97733.0k $54.7k $54.7k 0.00% Added +14.6k +14,589
43 UBS Group AG 0.00% of their portfolio ZURICH, V8 31,24731.2k $51.9k $51.9k 0.00% Reduced -11.0k -11,010
44 Perritt Capital Management Inc 0.02% of their portfolio Chicago, IL 24,90024.9k $41.3k $41.3k 0.02% Reduced -37.1k -37,100
45 Quadrature Capital Ltd 0.00% of their portfolio LONDON, X0 23,71223.7k $39.1k $39.1k 0.00% Added +2.7k +2,651
46 Engineers Gate Manager LP 0.00% of their portfolio NEW YORK, NY 20,11620.1k $33.4k $33.4k 0.00% Added +9.4k +9,364
47 Point72 Asia (Singapore) Pte. Ltd. 0.01% of their portfolio SINGAPORE, U0 18,14818.1k $30.1k $30.1k 0.01% New
48 FMR LLC 0.00% of their portfolio BOSTON, MA 17,96918.0k $29.8k $29.8k 0.00% Added +9.0k +8,976
49 CITADEL ADVISORS LLC 0.00% of their portfolio MIAMI, FL 16,15316.2k $26.8k $26.8k 0.00% Reduced -129.9k -129,854
50 VICTORY CAPITAL MANAGEMENT INC 0.00% of their portfolio San Antonio, TX 15,58815.6k $25.9k $25.9k 0.00% Unchanged
51 WELLS FARGO & COMPANY/MN 0.00% of their portfolio SAN FRANCISCO, CA 13,60213.6k $22.6k $22.6k 0.00% Reduced -14.6k -14,605
52 Callan Family Office, LLC 0.00% of their portfolio RADNOR, PA 12,34612.3k $20.5k $20.5k 0.00% New
53 SHERBROOKE PARK ADVISERS LLC 0.01% of their portfolio WHITE PLAINS, NY 11,63211.6k $19.3k $19.3k 0.01% Reduced -8.5k -8,513
54 FEDERATED HERMES, INC. 0.00% of their portfolio PITTSBURGH, PA 10,55410.6k $17.5k $17.5k 0.00% Added +5.0k +5,050
55 Pinnacle Holdings, LLC 0.01% of their portfolio TULSA, OK 10,29710.3k $17.1k $17.1k 0.01% New
56 BARCLAYS PLC 0.00% of their portfolio LONDON, X0 8,2998.3k $13.8k $13.8k 0.00% Reduced -25.5k -25,483
57 SIMPLEX TRADING, LLC 0.00% of their portfolio CHICAGO, IL 7,3807.4k $12.0k $12.0k 0.00% Added +2.0k +2,002
58 Tower Research Capital LLC (TRC) 0.00% of their portfolio NEW YORK, NY 3,4983.5k $5.8k $5.8k 0.00% Reduced -3.8k -3,757
59 First Horizon Advisors, Inc. 0.00% of their portfolio MEMPHIS, TN 3,4783.5k $5.8k $5.8k 0.00% Reduced -42 -42
60 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 2,0792.1k $3.5k $3.5k 0.00% Reduced -68.0k -68,044
61 GROUP ONE TRADING LLC 0.00% of their portfolio CHICAGO, IL 1,9522.0k $3.2k $3.2k 0.00% Unchanged
62 CWM, LLC 0.00% of their portfolio OMAHA, NE 1,3401.3k $2.0k $2.0k 0.00% Reduced -623 -623
63 EverSource Wealth Advisors, LLC 0.00% of their portfolio BIRMINGHAM, AL 1,1921.2k $2.0k $2.0k 0.00% New
64 CITIGROUP INC 0.00% of their portfolio NEW YORK, NY 1,1441.1k $1.9k $1.9k 0.00% Reduced -22.3k -22,297
65 NISA INVESTMENT ADVISORS, LLC 0.00% of their portfolio ST. LOUIS, MO 1,1261.1k $1.9k $1.9k 0.00% Added +619 +619
66 HHM Wealth Advisors, LLC 0.00% of their portfolio CHATTANOOGA, TN 1,0551.1k $1.8k $1.8k 0.00% Unchanged
67 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 1,0101.0k $1.7k $1.7k 0.00% Reduced -18.9k -18,914
68 Brooklyn Investment Group 0.00% of their portfolio NEW YORK, NY 760760 $1.3k $1.3k 0.00% New
69 Rialto Wealth Management, LLC 0.00% of their portfolio SYRACUSE, NY 730730 $1.2k $1.2k 0.00% New
70 BNP PARIBAS FINANCIAL MARKETS 0.00% of their portfolio PARIS, I0 500500 $830 $830 0.00% Reduced -4.0k -4,002
71 Fortitude Family Office, LLC 0.00% of their portfolio SCOTTSDALE, AZ 345345 $573 $573 0.00% New
72 Advisors Asset Management, Inc. 0.00% of their portfolio Monument, CO 130130 $216 $216 0.00% Reduced -3 -3
73 PNC Financial Services Group, Inc. 0.00% of their portfolio Pittsburgh, PA 4949 $81 $81 0.00% Reduced -56 -56
74 True Wealth Design, LLC 0.00% of their portfolio AKRON, OH 2424 $40 $40 0.00% Reduced -25 -25
75 Essential Partners LLC 0.00% of their portfolio RANCHO SANTA FE, CA 1010 $17 $17 0.00% First filing
76 SBI Securities Co., Ltd. 0.00% of their portfolio TOKYO, M0 11 $2 $2 0.00% Unchanged
77 CONCOURSE FINANCIAL GROUP SECURITIES, INC. — of their portfolio BIRMINGHAM, AL 00 $0 $0 — Unchanged