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PAG · Penske Automotive Group $212.80 -1.95 (-0.91%) 2026-SEP-18 12:46 EST

My allocationNot heldas of 2026-SEP-03 · allocation page ↗
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2026-JUL-31 · Horizon Kinetics · Horizon Kinetics Quarterly Commentary · Positiveinsight · read ↗ · source page ↗$219.00

In short: The same illustration: 14% 15-year EPS growth at an 11x P/E. Insider ownership is over 50% and Mitsui holds another 20%, so an $11 billion market value is a ~$3 billion float — and buying back 2.5% of total shares a year is really 7.5% of the traded shares. The commentary adds a note that, after the paragraph was written, Penske Corporation and Mitsui & Co. offered to buy the remaining 17% they don't own, now heading to an independent special-committee review.

In plain English

The same story with an even sharper twist. Penske Automotive grew earnings per share 14% a year over fifteen years and trades at eleven times earnings. Insiders own more than half the company and Japan's Mitsui owns another fifth, so although the market value is $11 billion, only about $3 billion of stock actually trades. That makes it effectively uninvestable for large institutions and invisible to index funds — and it makes buybacks unusually powerful, because retiring 2.5% of all shares is really retiring 7.5% of the shares that trade.

The commentary then adds a note written after the fact: Penske Corporation and Mitsui offered to buy the 17% of the company they don't already own. The discount created by a small float is, in the end, often closed by the people who created it.

Full passage: premium transcript (PDF).

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2026-JAN-27 · Pieter Slegers · Compounding Quality (Substack, free post) · Positiveinsight · read ↗ · source page ↗$159.95

In short: #26, yield 3.3%. "One of the world's largest automotive retailers," with hundreds of US and UK dealerships, a commercial truck segment and "a large stake in Penske Transportation Solutions." The moat is legal rather than economic: "Dealerships are protected by state laws that limit competition, creating a regional monopoly." The earnings quality sits in the back of the shop: "while car sales can be cyclical, the service and parts departments provide high-margin, recurring revenue." And a trend: "as vehicles become more complex, owners are less likely to DIY, driving more business back to specialized dealer service centers."

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Verbatim excerpts from the public transcripts (auto-pulled at each mention's timestamp, lightly cleaned). Timestamps link into the video; "source page" opens that commentator's full analysis at this row. Click a mention's header line to expand it (one open at a time). For personal study — not investment advice.