Position in LAD
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$4,017,767
+$424,047 QoQ
Shares Held
13,831
-3.9% QoQ
Ownership
0.063%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#104
of 440 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in LAD Over Time
Shares Held
Position Value (USD)
Position in Auto & Truck Dealerships
Consumer Cyclical · as of Jun 30, 2026CANADA LIFE ASSURANCE Co holds $65,028,180 across 13 Auto & Truck Dealerships names. LAD ranks #3 (6.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CVNA |
Carvana Co.
|
504,886 | $33,231,596 | |
| 2 | KMX |
Carmax Inc
|
117,349 | $6,206,588 | |
| 3 | LAD |
Lithia Motors Inc
This page
|
13,831 | $4,017,767 | |
| 4 | OPLN |
OPENLANE, Inc.
|
86,170 | $3,553,650 | |
| 5 | ABG |
Asbury Automotive Group Inc
|
15,628 | $3,142,478 | |
| 6 | VVV |
Valvoline Inc
|
76,719 | $3,033,469 | |
| 7 | AN |
Autonation, Inc.
|
15,882 | $2,950,716 | |
| 8 | GPI |
Group 1 Automotive Inc
|
9,549 | $2,780,382 |
All Filings in LAD
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,017,767 | 13,831 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $3,593,720 | 14,391 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $4,842,048 | 14,570 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $6,849,932 | 21,677 | Shares | Sole | 2025-11-17 | |
| 2025-06-30 | $7,401,974 | 21,911 | Shares | Sole | 2025-08-15 | |
| 2025-03-31 | $6,585,569 | 22,435 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $8,651,950 | 24,206 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $7,295,555 | 22,968 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $5,546,831 | 21,972 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $6,083,389 | 20,220 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $6,617,869 | 20,098 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $5,965,370 | 20,199 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $5,823,098 | 19,148 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $4,881,245 | 21,322 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $4,424,636 | 21,611 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $4,021,096 | 18,742 | Shares | Sole | 2022-11-01 | |
| 2022-06-30 | $4,980,106 | 18,122 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $5,056,121 | 16,847 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $4,613,712 | 15,537 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $4,603,103 | 14,519 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $4,144,985 | 12,062 | Shares | Defined | 2021-08-11 | |
| 2021-03-31 | $4,233,256 | 10,852 | Shares | Defined | 2021-05-17 | |
| 2020-12-31 | $3,308,049 | 11,303 | Shares | Defined | 2021-02-16 | |
| 2020-09-30 | $2,554,979 | 11,209 | Shares | Defined | 2020-11-18 | |
| 2020-06-30 | $4,133,124 | 27,312 | Shares | Defined | 2020-08-17 | |
| 2020-03-31 | $2,447,156 | 29,920 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||