Position in CWH
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$488,212
+$307,907 QoQ
Shares Held
63,986
+142.4% QoQ
Ownership
0.062%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#66
of 211 holders
Holding Since
Mar 2022
7 quarters on record
Voting authority
Sole 1%
Shared 0%
None 99%
Common Shares in CWH Over Time
Shares Held
Position Value (USD)
Position in Auto & Truck Dealerships
Consumer Cyclical · as of Jun 30, 2026Creative Planning holds $69,181,044 across 15 Auto & Truck Dealerships names. CWH ranks #14 (0.7% 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 CWH
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $488,212 | 63,986 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $180,305 | 26,399 | Shares | Sole | 2026-05-12 | |
| 2024-12-31 | $240,101 | 11,390 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $269,640 | 11,133 | Shares | Defined | 2024-10-11 | |
| 2024-06-30 | $182,903 | 10,241 | Shares | Defined | 2024-08-15 | |
| 2023-09-30 | $20 | 1 | Shares | Sole | 2023-11-16 | |
| 2022-03-31 | $27 | 1 | Shares | Sole | 2022-05-16 | |
| No filing history on record for this holder in this stock. | ||||||