Position in LAD
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$2,471,488
+$565,875 QoQ
Shares Held
8,508
+11.5% QoQ
Ownership
0.039%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#129
of 440 holders
Holding Since
Sep 2024
8 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, 2026&PARTNERS holds $7,104,881 across 8 Auto & Truck Dealerships names. LAD ranks #1 (34.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LAD |
Lithia Motors Inc
This page
|
8,508 | $2,471,488 | |
| 2 | AN |
Autonation, Inc.
|
6,746 | $1,253,339 | |
| 3 | CVNA |
Carvana Co.
|
17,375 | $1,143,622 | |
| 4 | CARG |
CarGurus, Inc.
|
24,544 | $836,704 | |
| 5 | KMX |
Carmax Inc
|
7,690 | $406,724 | |
| 6 | PAG |
Penske Automotive Group, Inc.
|
2,110 | $377,584 | |
| 7 | ABG |
Asbury Automotive Group Inc
|
1,796 | $361,139 | |
| 8 | VVV |
Valvoline Inc
|
6,431 | $254,281 |
All Filings in LAD
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,471,488 | 8,508 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $1,905,613 | 7,631 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $2,440,631 | 7,344 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $2,061,268 | 6,523 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $2,013,069 | 5,959 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $1,657,620 | 5,647 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $587,614 | 1,644 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $333,204 | 1,049 | Shares | Sole | 2024-11-14 | |
| No filing history on record for this holder in this stock. | ||||||