Position in LAD
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$15,039,248
+$1,505,174 QoQ
Shares Held
51,772
-4.5% QoQ
Ownership
0.236%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#63
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, 2026PRINCIPAL FINANCIAL GROUP INC holds $263,192,892 across 13 Auto & Truck Dealerships names. LAD ranks #8 (5.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CVNA |
Carvana Co.
|
803,982 | $52,918,095 | |
| 2 | BGSI |
Boyd Group Services Inc.
|
503,159 | $47,608,904 | |
| 3 | KMX |
Carmax Inc
|
684,372 | $36,196,434 | |
| 4 | OPLN |
OPENLANE, Inc.
|
514,392 | $21,213,525 | |
| 5 | CARG |
CarGurus, Inc.
|
568,330 | $19,374,369 | |
| 6 | ABG |
Asbury Automotive Group Inc
|
90,010 | $18,099,210 | |
| 7 | GPI |
Group 1 Automotive Inc
|
56,885 | $16,563,205 | |
| 8 | LAD |
Lithia Motors Inc
This page
|
51,772 | $15,039,248 |
All Filings in LAD
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $15,039,248 | 51,772 | Shares | Defined | 2026-08-04 | |
| 2026-03-31 | $13,534,074 | 54,197 | Shares | Defined | 2026-05-04 | |
| 2025-12-31 | $17,334,332 | 52,160 | Shares | Defined | 2026-02-02 | |
| 2025-09-30 | $17,986,088 | 56,918 | Shares | Defined | 2025-11-04 | |
| 2025-06-30 | $19,942,189 | 59,032 | Shares | Defined | 2025-08-08 | |
| 2025-03-31 | $17,989,011 | 61,283 | Shares | Defined | 2025-04-28 | |
| 2024-12-31 | $21,828,964 | 61,072 | Shares | Defined | 2025-01-31 | |
| 2024-09-30 | $19,681,926 | 61,963 | Shares | Defined | 2024-10-31 | |
| 2024-06-30 | $23,040,858 | 91,269 | Shares | Defined | 2024-07-29 | |
| 2024-03-31 | $31,177,820 | 103,629 | Shares | Defined | 2024-04-29 | |
| 2023-12-31 | $33,259,913 | 101,008 | Shares | Defined | 2024-02-07 | |
| 2023-09-30 | $30,016,454 | 101,637 | Shares | Defined | 2023-11-02 | |
| 2023-06-30 | $31,424,597 | 103,333 | Shares | Defined | 2023-08-07 | |
| 2023-03-31 | $24,764,960 | 108,177 | Shares | Defined | 2023-05-09 | |
| 2022-12-31 | $21,948,536 | 107,202 | Shares | Defined | 2023-02-09 | |
| 2022-09-30 | $23,024,003 | 107,313 | Shares | Defined | 2022-11-09 | |
| 2022-06-30 | $31,295,361 | 113,880 | Shares | Defined | 2022-08-10 | |
| 2022-03-31 | $30,882,647 | 102,901 | Shares | Defined | 2022-05-09 | |
| 2021-12-31 | $30,571,001 | 102,950 | Shares | Defined | 2022-02-09 | |
| 2021-09-30 | $33,150,969 | 104,564 | Shares | Defined | 2021-11-09 | |
| 2021-06-30 | $35,572,580 | 103,517 | Shares | Defined | 2021-08-10 | |
| 2021-03-31 | $36,592,392 | 93,805 | Shares | Defined | 2021-05-10 | |
| 2020-12-31 | $23,380,528 | 79,887 | Shares | Defined | 2021-02-23 | |
| 2020-09-30 | $18,412,308 | 80,777 | Shares | Defined | 2020-11-06 | |
| 2020-06-30 | $26,619,552 | 175,904 | Shares | Defined | 2020-08-05 | |
| 2020-03-31 | $14,938,289 | 182,642 | Shares | Defined | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||