Position in CARG
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$3,035,748
-$1,892,206 QoQ
Shares Held
89,051
-38.5% QoQ
Ownership
0.100%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#92
of 367 holders
Holding Since
Jun 2024
9 quarters on record
Voting authority
Sole 1%
Shared 0%
None 99%
Common Shares in CARG Over Time
Shares Held
Position Value (USD)
Position in Auto & Truck Dealerships
Consumer Cyclical · as of Jun 30, 2026Creative Planning holds $57,554,461 across 16 Auto & Truck Dealerships names. CARG ranks #7 (5.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CVNA |
Carvana Co.
|
368,695 | $24,267,504 | |
| 2 | ABG |
Asbury Automotive Group Inc
|
27,580 | $5,545,785 | |
| 3 | KMX |
Carmax Inc
|
85,016 | $4,496,495 | |
| 4 | LAD |
Lithia Motors Inc
|
13,003 | $3,777,241 | |
| 5 | AN |
Autonation, Inc.
|
20,185 | $3,750,171 | |
| 6 | PAG |
Penske Automotive Group, Inc.
|
17,729 | $3,172,604 | |
| 7 | CARG |
CarGurus, Inc.
This page
|
89,051 | $3,035,748 | |
| 8 | GPI |
Group 1 Automotive Inc
|
8,570 | $2,495,326 |
All Filings in CARG
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,035,748 | 89,051 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $4,927,954 | 144,727 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $3,836,687 | 100,044 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $2,280,597 | 61,257 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $1,721,261 | 51,427 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $1,209,011 | 41,504 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $1,315,146 | 35,992 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $762,491 | 25,391 | Shares | Defined | 2024-10-11 | |
| 2024-06-30 | $263,650 | 10,063 | Shares | Sole | 2024-08-15 | |
| No filing history on record for this holder in this stock. | ||||||