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 ($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
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 |
| Q3 2024 | 92 |
| Q4 2024 | 103 |
| Q1 2025 | 98 |
| Q2 2025 | 77 |
Buyers vs sellers
Managers adding to or starting a position, vs cutting or selling out
Numbers
| Quarter | Bought or added | Cut or sold out |
|---|---|---|
| Q3 2023 | 57 | 55 |
| Q4 2023 | 63 | 54 |
| Q1 2024 | 54 | 53 |
| Q2 2024 | 51 | 57 |
| Q3 2024 | 35 | 54 |
| Q4 2024 | 55 | 46 |
| Q1 2025 | 44 | 50 |
| Q2 2025 | 34 | 70 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q3 2024 | $170.0k | $23.4k | 0.14 |
| Q4 2024 | $3.0k | $9.2k | 3.09 |
| Q1 2025 | $45.9k | $22.9k | 0.50 |
| Q2 2025 | $111.9k | $9.3k | 0.08 |
Biggest buyers
| Peapod Lane Capital LLC | Added | +347.0k |
| TWO SIGMA ADVISERS, LP | Added | +242.2k |
| MILLENNIUM MANAGEMENT LLC | New | +214.9k |
| Clearstead Advisors, LLC | Added | +200.0k |
| GSA CAPITAL PARTNERS LLP | Added | +153.6k |
| XTX Topco Ltd | New | +104.8k |
| GOLDMAN SACHS GROUP INC | Added | +94.6k |
| ROYAL BANK OF CANADA | Added | +81.3k |
| Y-Intercept (Hong Kong) Ltd | New | +71.0k |
| D. E. Shaw & Co., Inc. | Added | +67.3k |
Biggest sellers
| ROYCE & ASSOCIATES LP | Sold out | -1.9m |
| BlackRock, Inc. | Reduced | -1.8m |
| AMERICAN CENTURY COMPANIES INC | Sold out | -815.1k |
| STATE STREET CORP | Reduced | -534.6k |
| GEODE CAPITAL MANAGEMENT, LLC | Reduced | -416.3k |
| Huber Capital Management LLC | Reduced | -387.8k |
| MORGAN STANLEY | Reduced | -361.7k |
| DIMENSIONAL FUND ADVISORS LP | Reduced | -210.4k |
| NORTHERN TRUST CORP | Reduced | -204.1k |
| VANGUARD GROUP INC | Reduced | -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.
| 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 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)
Numbers
| Quarter | Buying | Bought | Selling | Sold | Sold under a plan |
|---|---|---|---|---|---|
| Q3 2023 | 1 | $31.4k | 1 | $169.7k | $84.2k |
| Q4 2023 | 0 | — | 0 | — | — |
| Q1 2024 | 0 | — | 0 | — | — |
| Q2 2024 | 0 | — | 0 | — | — |
| Q3 2024 | 0 | — | 0 | — | — |
| Q4 2024 | 3 | $138.9k | 0 | — | — |
| Q1 2025 | 0 | — | 0 | — | — |
| Q2 2025 | 0 | — | 0 | — | — |
None reported in Q2 2025.
Holders, Q2 2025
| Manager | Shares | Change |
|---|---|---|
| RENAISSANCE TECHNOLOGIES LLC 0.00% of their portfolio | 1.9m $3.1m | Reduced -151.8k |
| VANGUARD GROUP INC 0.00% of their portfolio | 1.5m $2.4m | Reduced -193.0k |
| Huber Capital Management LLC 0.29% of their portfolio | 1.0m $1.7m | Reduced -387.8k |
| Peapod Lane Capital LLC 1.52% of their portfolio | 912.0k $1.5m | Added +347.0k |
| DIMENSIONAL FUND ADVISORS LP 0.00% of their portfolio | 905.9k $1.5m | Reduced -210.4k |
| D. E. Shaw & Co., Inc. 0.00% of their portfolio | 706.9k $1.2m | Added +67.3k |
| Clearstead Advisors, LLC 0.02% of their portfolio | 700.0k $1.2m | Added +200.0k |
| IRONWOOD INVESTMENT MANAGEMENT LLC 0.48% of their portfolio | 595.5k $988.6k | Added +61.0k |
| TWO SIGMA ADVISERS, LP 0.00% of their portfolio | 590.4k $980.1k | Added +242.2k |
| GAMCO INVESTORS, INC. ET AL 0.01% of their portfolio | 590.2k $979.8k | Reduced -70.7k |
| BlackRock, Inc. 0.00% of their portfolio | 564.1k $936.4k | Reduced -1.8m |
| TWO SIGMA INVESTMENTS, LP 0.00% of their portfolio | 411.9k $683.8k | Added +54.8k |
| RBF Capital, LLC 0.03% of their portfolio | 384.5k $638.3k | Unchanged |
| BLACK DIAMOND CAPITAL MANAGEMENT, L.L.C. 0.34% of their portfolio | 350.0k $581.0k | Unchanged |
| GEODE CAPITAL MANAGEMENT, LLC 0.00% of their portfolio | 333.1k $553.2k | Reduced -416.3k |
| MORGAN STANLEY 0.00% of their portfolio | 272.2k $451.8k | Reduced -361.7k |
| GOLDMAN SACHS GROUP INC 0.00% of their portfolio | 228.2k $378.9k | Added +94.6k |
| MILLENNIUM MANAGEMENT LLC 0.00% of their portfolio | 214.9k $356.7k | New |
| Anderson Financial Strategies, LLC 0.21% of their portfolio | 195.4k $322.0k | Reduced -137.1k |
| GSA CAPITAL PARTNERS LLP 0.02% of their portfolio | 174.0k $289.0k | Added +153.6k |
| ROYAL BANK OF CANADA 0.00% of their portfolio | 169.3k $280.0k | Added +81.3k |
| Bank of New York Mellon Corp 0.00% of their portfolio | 124.5k $206.7k | Reduced -76.2k |
| STATE STREET CORP 0.00% of their portfolio | 122.2k $202.9k | Reduced -534.6k |
| GABELLI FUNDS LLC 0.00% of their portfolio | 119.7k $198.7k | Added +3.7k |
| XTX Topco Ltd 0.01% of their portfolio | 104.8k $173.9k | New |
| PRICE T ROWE ASSOCIATES INC /MD/ 0.00% of their portfolio | 99.3k $165.0k | Reduced -12.0k |
| Assenagon Asset Management S.A. 0.00% of their portfolio | 82.6k $137.1k | Added +45.9k |
| JANE STREET GROUP, LLC 0.00% of their portfolio | 78.8k $130.8k | Added +4.7k |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio | 77.5k $128.7k | Added +3.5k |
| NORTHERN TRUST CORP 0.00% of their portfolio | 71.8k $119.3k | Reduced -204.1k |
| Y-Intercept (Hong Kong) Ltd 0.00% of their portfolio | 71.0k $117.8k | New |
| JB CAPITAL PARTNERS LP 0.02% of their portfolio | 67.3k $111.8k | Unchanged |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC 0.00% of their portfolio | 62.4k $103.6k | Reduced -114.0k |
| Empowered Funds, LLC 0.00% of their portfolio | 53.8k $89.3k | Reduced -60.4k |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 0.00% of their portfolio | 50.6k $84.0k | New |
| HBK Sorce Advisory LLC 0.00% of their portfolio | 49.5k $82.1k | New |
| Qube Research & Technologies Ltd 0.00% of their portfolio | 46.9k $77.9k | New |
| Jain Global LLC 0.00% of their portfolio | 46.1k $76.5k | New |
| Teton Advisors, Inc. 0.04% of their portfolio | 43.7k $72.6k | Reduced -6.9k |
| Invesco Ltd. 0.00% of their portfolio | 39.3k $65.3k | Reduced -35.7k |
| Mariner, LLC 0.00% of their portfolio | 33.4k $55.4k | Reduced -623 |
| AQR CAPITAL MANAGEMENT LLC 0.00% of their portfolio | 33.0k $54.7k | Added +14.6k |
| UBS Group AG 0.00% of their portfolio | 31.2k $51.9k | Reduced -11.0k |
| Perritt Capital Management Inc 0.02% of their portfolio | 24.9k $41.3k | Reduced -37.1k |
| Quadrature Capital Ltd 0.00% of their portfolio | 23.7k $39.1k | Added +2.7k |
| Engineers Gate Manager LP 0.00% of their portfolio | 20.1k $33.4k | Added +9.4k |
| Point72 Asia (Singapore) Pte. Ltd. 0.01% of their portfolio | 18.1k $30.1k | New |
| FMR LLC 0.00% of their portfolio | 18.0k $29.8k | Added +9.0k |
| CITADEL ADVISORS LLC 0.00% of their portfolio | 16.2k $26.8k | Reduced -129.9k |
| VICTORY CAPITAL MANAGEMENT INC 0.00% of their portfolio | 15.6k $25.9k | Unchanged |
| WELLS FARGO & COMPANY/MN 0.00% of their portfolio | 13.6k $22.6k | Reduced -14.6k |
| Callan Family Office, LLC 0.00% of their portfolio | 12.3k $20.5k | New |
| SHERBROOKE PARK ADVISERS LLC 0.01% of their portfolio | 11.6k $19.3k | Reduced -8.5k |
| FEDERATED HERMES, INC. 0.00% of their portfolio | 10.6k $17.5k | Added +5.0k |
| Pinnacle Holdings, LLC 0.01% of their portfolio | 10.3k $17.1k | New |
| BARCLAYS PLC 0.00% of their portfolio | 8.3k $13.8k | Reduced -25.5k |
| SIMPLEX TRADING, LLC 0.00% of their portfolio | 7.4k $12.0k | Added +2.0k |
| Tower Research Capital LLC (TRC) 0.00% of their portfolio | 3.5k $5.8k | Reduced -3.8k |
| First Horizon Advisors, Inc. 0.00% of their portfolio | 3.5k $5.8k | Reduced -42 |
| JPMORGAN CHASE & CO 0.00% of their portfolio | 2.1k $3.5k | Reduced -68.0k |
| GROUP ONE TRADING LLC 0.00% of their portfolio | 2.0k $3.2k | Unchanged |
| CWM, LLC 0.00% of their portfolio | 1.3k $2.0k | Reduced -623 |
| EverSource Wealth Advisors, LLC 0.00% of their portfolio | 1.2k $2.0k | New |
| CITIGROUP INC 0.00% of their portfolio | 1.1k $1.9k | Reduced -22.3k |
| NISA INVESTMENT ADVISORS, LLC 0.00% of their portfolio | 1.1k $1.9k | Added +619 |
| HHM Wealth Advisors, LLC 0.00% of their portfolio | 1.1k $1.8k | Unchanged |
| BANK OF AMERICA CORP /DE/ 0.00% of their portfolio | 1.0k $1.7k | Reduced -18.9k |
| Brooklyn Investment Group 0.00% of their portfolio | 760 $1.3k | New |
| Rialto Wealth Management, LLC 0.00% of their portfolio | 730 $1.2k | New |
| BNP PARIBAS FINANCIAL MARKETS 0.00% of their portfolio | 500 $830 | Reduced -4.0k |
| Fortitude Family Office, LLC 0.00% of their portfolio | 345 $573 | New |
| Advisors Asset Management, Inc. 0.00% of their portfolio | 130 $216 | Reduced -3 |
| PNC Financial Services Group, Inc. 0.00% of their portfolio | 49 $81 | Reduced -56 |
| True Wealth Design, LLC 0.00% of their portfolio | 24 $40 | Reduced -25 |
| Essential Partners LLC 0.00% of their portfolio | 10 $17 | First filing |
| SBI Securities Co., Ltd. 0.00% of their portfolio | 1 $2 | Unchanged |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. — of their portfolio | 0 $0 | Unchanged |