Alluvium Asset Management released its second-quarter 2025 investor letter for the Conventum – Alluvium Global Fund, showing a rise in the market due to new tariff deals. The Fund saw an 8.5% increase in USD terms, 3.1% in AUD terms, but a 0.1% decrease in EUR terms. Group 1 Automotive, Inc. (NYSE: GPI) was highlighted in the letter, with a one-month return of 13.31% and a 23.36% increase in shares over the last 52 weeks, closing at $464.78 per share on August 29, 2025. The fund’s top five holdings can be found in the letter for 2025.

Group 1 Automotive, Inc. (GPI) is not among the 30 most popular stocks among hedge funds, with 40 hedge fund portfolios holding GPI at the end of the second quarter. While acknowledging GPI’s potential, certain AI stocks are seen as offering greater upside potential with less downside risk. In another article, a bullish thesis on GPI was shared, and investors are encouraged to check out more investor letters from hedge funds and leading investors.

Read more at Yahoo Finance: Here’s Why Group 1 Automotive (GPI) Rose in Q2