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Portfolio (Quarterly) Guide ↗

General Motors Holdings LLC

· CIK 0001497345
13F Portfolio $186M AUM Filed Feb 13, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 5 New
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 LAC LITHIUM AMERICAS (ARGENTINA) CORP. Basic Materials 15,002,245.0 $83.7M 45.03% NEW $5.58 -14.3%
2 LITHIUM AMERICAS CORP. 15,002,243.0 $65.4M 35.19% NEW $4.36
3 NMG NOUVEAU MONDE GRAPHITE INC. Basic Materials 12,500,000.0 $31.0M 16.68% NEW $2.48 -24.6%
4 SES SES AI CORP Consumer Cyclical 2,921,950.0 $5.3M 2.83% NEW $1.80 -43.3%
5 BLNK BLINK CHARGING CO. Industrials 761,177.0 $508K 0.27% NEW $0.67 +10.4%

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Basic Materials 95.2%
Consumer Cyclical 4.4%
Industrials 0.4%