Mohnish Pabrai, managing partner of Pabrai Investment Funds, disclosed his investment portfolio in the second quarter of 2025 through a 13F filing. He increased his holdings in Valaris Ltd (VAL) by 31.96%, bringing the total share count to 1,883,777 shares and increasing the total value to $79,325,850. Other notable additions include AutoNation Inc (AN) with 61,000 shares and Alpha Metallurgical Resources Inc (AMR) with 45,711 shares. His portfolio is concentrated in Basic Materials, Energy, and Consumer Cyclical industries, with Valaris Ltd being the second-largest holding at 29.21% and Warrior Met Coal Inc (HCC) the largest at 30.37%. Pabrai has a strategic focus on smaller, undervalued companies in India, Turkey, and South Korea, with a smaller U.S.-based portfolio.

A recent update to the Automotive News buy-sell database highlights several dealership ownership changes, including Covina Hills Chevrolet in Covina, California, which changed ownership in July. The transaction involved seven of the top 150 dealership groups, some of which are publicly held, across ten U.S. states. The article also covers future product developments from major automakers: Future Product Jaguar will retain only the F-Pace until a new electric GT arrives in 2026; Volvo will discontinue its S90 sedan and V60 wagon in the U.S. starting in 2026 and has already discontinued its electric EC40 crossover; and Jaguar Land Rover (JLR) plans to launch three new electric Range Rover models in 2026, though U.S. pricing and sales may be impacted by tariffs and export quotas. Additionally, Genesis is expected to discontinue its G70 compact sedan globally after the 2027 model year to align with its luxury brand positioning.

The article provides an overview of AutoNation, Inc., a U.S.-based retailing company founded in 1991. It details the company's business segments, headquarters in Fort Lauderdale, FL, and financial performance from 2011 to 2025, including revenue, assets, and profits. The company is ranked in Forbes lists and has a CEO named Michael Manley.

Analysts have expressed bullish sentiments toward AutoNation (AN) and Cheesecake Factory (CAKE), with Citi analysts Michael Ward and Jon Tower maintaining Buy ratings and price targets. AutoNation's shares closed near its 52-week high, while Cheesecake Factory's shares closed below its target. Analyst consensus ratings and price targets from multiple firms are highlighted.

The article highlights five stocks recommended by brokers amid market volatility, emphasizing their performance metrics, earnings growth, and valuation ratios. These stocks include BrightSpring Health Services, Archer Daniels Midland, Delek US Holdings, HF Sinclair Corporation, and AutoNation, which meet specific screening criteria related to broker recommendations, earnings estimates, and price-to-sales ratios.