Position in LAD
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$6,100
+$357 QoQ
Shares Held
21
-8.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#378
of 440 holders
Holding Since
Sep 2022
16 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, 2026FARMERS & MERCHANTS INVESTMENTS INC holds $59,948 across 12 Auto & Truck Dealerships names. LAD ranks #2 (10.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CVNA |
Carvana Co.
|
400 | $26,328 | |
| 2 | LAD |
Lithia Motors Inc
This page
|
21 | $6,100 | |
| 3 | AN |
Autonation, Inc.
|
23 | $4,273 | |
| 4 | KMX |
Carmax Inc
|
80 | $4,231 | |
| 5 | VVV |
Valvoline Inc
|
107 | $4,230 | |
| 6 | PAG |
Penske Automotive Group, Inc.
|
16 | $2,863 | |
| 7 | RUSHA |
Rush Enterprises Inc \Tx\
|
37 | $2,700 | |
| 8 | OPLN |
OPENLANE, Inc.
|
62 | $2,556 |
All Filings in LAD
Export CSV
16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,100 | 21 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $5,743 | 23 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $7,643 | 23 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $7,268 | 23 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $7,769 | 23 | Shares | Sole | 2025-07-14 | |
| 2025-03-31 | $5,870 | 20 | Shares | Sole | 2025-04-16 | |
| 2024-12-31 | $3,931 | 11 | Shares | Sole | 2025-01-28 | |
| 2024-09-30 | $3,494 | 11 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $3,029 | 12 | Shares | Sole | 2024-08-05 | |
| 2024-03-31 | $3,610 | 12 | Shares | Sole | 2024-04-18 | |
| 2023-12-31 | $3,951 | 12 | Shares | Sole | 2024-01-23 | |
| 2023-09-30 | $3,543 | 12 | Shares | Sole | 2023-10-25 | |
| 2023-06-30 | $3,649 | 12 | Shares | Sole | 2023-08-01 | |
| 2023-03-31 | $2,976 | 13 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $2,661 | 13 | Shares | Sole | 2023-02-02 | |
| 2022-09-30 | $2,789 | 13 | Shares | Sole | 2022-10-31 | |
| No filing history on record for this holder in this stock. | ||||||