Position in LAD
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$558,031
+$330,037 QoQ
Shares Held
1,921
+110.4% QoQ
Ownership
0.009%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#228
of 444 holders
Holding Since
Sep 2023
6 quarters on record
Voting authority
Sole 99%
Shared 0%
None 1%
Common Shares in LAD Over Time
Shares Held
Position Value (USD)
Position in Auto & Truck Dealerships
Consumer Cyclical · as of Jun 30, 2026DENALI ADVISORS LLC holds $22,262,455 across 6 Auto & Truck Dealerships names. LAD ranks #5 (2.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | RUSHA |
Rush Enterprises Inc \Tx\
|
159,266 | $7,749,370 | |
| 2 | ABG |
Asbury Automotive Group Inc
|
37,922 | $7,625,355 | |
| 3 | SAH |
Sonic Automotive Inc
|
56,600 | $4,799,114 | |
| 4 | PAG |
Penske Automotive Group, Inc.
|
7,381 | $1,320,829 | |
| 5 | LAD |
Lithia Motors Inc
This page
|
1,921 | $558,031 | |
| 6 | AN |
Autonation, Inc.
|
1,129 | $209,756 |
All Filings in LAD
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $558,031 | 1,921 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $227,994 | 913 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $300,093 | 903 | Shares | Sole | 2026-02-03 | |
| 2024-03-31 | $31,289 | 104 | Shares | Sole | 2024-04-19 | |
| 2023-12-31 | $33,915 | 103 | Shares | Sole | 2024-01-19 | |
| 2023-09-30 | $590 | 2 | Shares | Sole | 2023-10-19 | |
| No filing history on record for this holder in this stock. | ||||||