Position in CWH
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$408,952
-$7,172 QoQ
Shares Held
53,598
-12.0% QoQ
Ownership
0.052%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#74
of 211 holders
Holding Since
Jun 2020
25 quarters on record
Voting authority
Sole 53%
Shared 0%
None 47%
Common Shares in CWH Over Time
Shares Held
Position Value (USD)
Position in Auto & Truck Dealerships
Consumer Cyclical · as of Jun 30, 2026LPL Financial LLC holds $50,919,690 across 12 Auto & Truck Dealerships names. CWH ranks #12 (0.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CVNA |
Carvana Co.
|
341,571 | $22,482,203 | |
| 2 | AN |
Autonation, Inc.
|
43,312 | $8,046,936 | |
| 3 | KMX |
Carmax Inc
|
91,498 | $4,839,329 | |
| 4 | LAD |
Lithia Motors Inc
|
12,499 | $3,630,834 | |
| 5 | GPI |
Group 1 Automotive Inc
|
8,255 | $2,403,608 | |
| 6 | PAG |
Penske Automotive Group, Inc.
|
12,220 | $2,186,769 | |
| 7 | VVV |
Valvoline Inc
|
50,421 | $1,993,646 | |
| 8 | RUSHA |
Rush Enterprises Inc \Tx\
|
39,053 | $1,900,202 |
All Filings in CWH
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $408,952 | 53,598 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $416,124 | 60,926 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $395,699 | 40,668 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $655,727 | 41,528 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $737,811 | 42,921 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $668,005 | 41,337 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $1,095,295 | 51,959 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $1,351,960 | 55,820 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $1,070,331 | 59,929 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $1,766,776 | 63,439 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $1,970,156 | 75,025 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $1,736,952 | 85,103 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $4,013,534 | 133,340 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $2,791,258 | 133,745 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $2,498,567 | 111,943 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $2,064,238 | 81,526 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $2,134,624 | 98,871 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $1,904,205 | 68,129 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $2,628,464 | 65,061 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $2,028,353 | 52,183 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $1,995,680 | 48,687 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $1,423,731 | 39,135 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $555,724 | 21,333 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $371,696 | 12,494 | Shares | Sole | 2020-11-09 | |
| 2020-06-30 | $243,489 | 8,965 | Shares | Sole | 2020-08-13 | |
| No filing history on record for this holder in this stock. | ||||||