Position in LAD
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$31,024,332
+$4,354,236 QoQ
Shares Held
106,800
0.0% QoQ
Ownership
0.486%
of shares outstanding
% of Portfolio
1.00%
of 13F equity value
Holder Rank
#38
of 443 holders
Holding Since
Mar 2020
12 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, 2026HENNESSY ADVISORS INC holds $31,024,332 across 1 Auto & Truck Dealerships name. LAD ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LAD |
Lithia Motors Inc
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|
106,800 | $31,024,332 |
All Filings in LAD
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12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $31,024,332 | 106,800 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $26,670,096 | 106,800 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $39,181,707 | 117,900 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $39,342,000 | 124,500 | Shares | Sole | 2025-10-20 | |
| 2021-12-31 | $2,434,990 | 8,200 | Shares | Sole | 2022-01-25 | |
| 2021-09-30 | $13,822,944 | 43,600 | Shares | Sole | 2021-10-12 | |
| 2021-06-30 | $15,841,804 | 46,100 | Shares | Sole | 2021-07-28 | |
| 2021-03-31 | $17,983,149 | 46,100 | Shares | Sole | 2021-04-19 | |
| 2020-12-31 | $11,823,868 | 40,400 | Shares | Sole | 2021-01-25 | |
| 2020-09-30 | $15,727,860 | 69,000 | Shares | Sole | 2020-10-16 | |
| 2020-06-30 | $11,122,755 | 73,500 | Shares | Sole | 2020-07-20 | |
| 2020-03-31 | $6,510,484 | 79,600 | Shares | Sole | 2020-04-14 | |
| No filing history on record for this holder in this stock. | ||||||