Position in LAD
as of Jun 30, 2026
· filed Jul 2, 2026
Position Value
$8,424
+$1,432 QoQ
Shares Held
29
+3.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#367
of 440 holders
Holding Since
Mar 2022
18 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, 2026MassMutual Private Wealth & Trust, FSB holds $224,797 across 14 Auto & Truck Dealerships names. LAD ranks #7 (3.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CVNA |
Carvana Co.
|
1,741 | $114,592 | |
| 2 | KMX |
Carmax Inc
|
538 | $28,454 | |
| 3 | PAG |
Penske Automotive Group, Inc.
|
123 | $22,010 | |
| 4 | AN |
Autonation, Inc.
|
100 | $18,579 | |
| 5 | CARG |
CarGurus, Inc.
|
327 | $11,147 | |
| 6 | GPI |
Group 1 Automotive Inc
|
31 | $9,026 | |
| 7 | LAD |
Lithia Motors Inc
This page
|
29 | $8,424 | |
| 8 | ABG |
Asbury Automotive Group Inc
|
25 | $5,027 |
All Filings in LAD
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $8,424 | 29 | Shares | Sole | 2026-07-02 | |
| 2026-03-31 | $6,992 | 28 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $19,607 | 59 | Shares | Sole | 2026-01-07 | |
| 2025-09-30 | $14,852 | 47 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $16,891 | 50 | Shares | Sole | 2025-07-09 | |
| 2025-03-31 | $12,915 | 44 | Shares | Sole | 2025-04-01 | |
| 2024-12-31 | $10,722 | 30 | Shares | Sole | 2025-01-16 | |
| 2024-09-30 | $7,941 | 25 | Shares | Sole | 2024-10-02 | |
| 2024-06-30 | $8,330 | 33 | Shares | Sole | 2024-07-02 | |
| 2024-03-31 | $3,610 | 12 | Shares | Sole | 2024-04-09 | |
| 2023-12-31 | $4,280 | 13 | Shares | Sole | 2024-01-03 | |
| 2023-09-30 | $1,181 | 4 | Shares | Sole | 2023-10-04 | |
| 2023-06-30 | $912 | 3 | Shares | Sole | 2023-08-02 | |
| 2023-03-31 | $2,060 | 9 | Shares | Sole | 2023-04-11 | |
| 2022-12-31 | $204 | 1 | Shares | Sole | 2023-01-06 | |
| 2022-09-30 | $214 | 1 | Shares | Sole | 2022-10-07 | |
| 2022-06-30 | $549 | 2 | Shares | Sole | 2022-07-07 | |
| 2022-03-31 | $3,301 | 11 | Shares | Sole | 2022-04-08 | |
| No filing history on record for this holder in this stock. | ||||||