General Motors Holdings LLC

In its 13F for Q4 2025 (holdings as of December 31, 2025, filed February 13, 2026), General Motors Holdings LLC reported 5 stock positions worth $185.9 million. Its top holding was Lithium Americas at 45.0% of the portfolio, followed by Lithium Americas (LAC, 35.2%) and Nouveau Monde Graphite (NMG, 16.7%). Its holdings were unchanged from Q3 2025.

Most Recent 13F
Q2 2026
Location
Detroit, MI
CIK
0001497345
Portfolio Value
$185.9M (Q4 2025)
SEC Filing
0001497345-26-000004 ↗ filed Feb 13, 2026

Holdings Value

0$100.0M$200.0M$300.0M Q1 2024: $266.4M Q1 2024 Q2 2024: $153.9M Q2 2024 Q3 2024: $130.7M Q3 2024 Q4 2024: $147.5M Q4 2024 Q1 2025: $93.4M Q1 2025 Q2 2025: $93.4M Q2 2025 Q3 2025: $177.4M Q3 2025 Q4 2025: $185.9M $185.9M Q4 2025 Q1 2026: $90.5M Q1 2026 Q2 2026: $79.8M Q2 2026

Holdings 5 stocks · $185.9M
LITHIUM AMERICAS CORP 45.03% 15,002,245 $83.7M No change
LAC Lithium Americas Corp. 35.19% 15,002,243 $65.4M No change
NMG Nouveau Monde Graphite Inc. 16.68% 12,500,000 $31.0M No change
SES Ses AI Corp. 2.83% 2,921,950 $5.3M No change
BLNK Blink Charging Co. 0.27% 761,177 $508K No change

Portfolio Sells Q3 2025 → Q4 2025
None this quarter.

Portfolio Buys Q3 2025 → Q4 2025
None this quarter.

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 4$79.8MLAC, NMG, SES, BLNK
Q1 2026 4$90.5MLAC, NMG, SES, BLNK
Q4 2025 5$185.9MLITHIUM AMERICAS CORP, LAC, NMG, SES, BLNK
Q3 2025 5$177.4MLAC, LITHIUM AMERICAS CORP, NMG, SES, BLNK
Q2 2025 5$93.4MLAC, LITHIUM AMERICAS CORP, NMG, SES, LIDR
Q1 2025 5$93.4MLAC, LITHIUM AMERICAS CORP, NMG, SES, LIDR
Q4 2024 5$147.5MLAC, SES, LITHIUM AMERICAS CORP, NMG, LIDR
Q3 2024 5$130.7MLITHIUM AMERICAS CORP, LAC, SES, NMG, LIDR
Q2 2024 5$153.9MLITHIUM AMERICAS CORP, SES, LAC, NMG, LIDR
Q1 2024 5$266.4MLAC, LITHIUM AMERICAS CORP, SES, NMG, LIDR