Position in BGSI
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$931,060
New position
Shares Held
9,840
first reported quarter
Ownership
0.035%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#80
of 117 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Position in Auto & Truck Dealerships
Consumer Cyclical · as of Jun 30, 2026Creative Planning holds $69,181,044 across 15 Auto & Truck Dealerships names. BGSI ranks #13 (1.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CVNA |
Carvana Co.
|
368,695 | $24,267,504 | |
| 2 | RUSHA |
Rush Enterprises Inc \Tx\
|
301,342 | $14,662,331 | |
| 3 | ABG |
Asbury Automotive Group Inc
|
27,580 | $5,545,785 | |
| 4 | KMX |
Carmax Inc
|
85,016 | $4,496,495 | |
| 5 | LAD |
Lithia Motors Inc
|
13,003 | $3,777,241 | |
| 6 | AN |
Autonation, Inc.
|
20,185 | $3,750,171 | |
| 7 | PAG |
Penske Automotive Group, Inc.
|
17,729 | $3,172,604 | |
| 8 | GPI |
Group 1 Automotive Inc
|
8,570 | $2,495,326 |
All Filings in BGSI
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $931,060 | 9,840 | Shares | Sole | 2026-08-13 | |
| No filing history on record for this holder in this stock. | ||||||