Position in LAD
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$399,423
+$196,651 QoQ
Shares Held
1,375
+69.3% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#243
of 440 holders
Holding Since
Sep 2025
4 quarters on record
Voting authority
Sole 0%
Shared 100%
None 0%
Common Shares in LAD Over Time
Shares Held
Position Value (USD)
Position in Auto & Truck Dealerships
Consumer Cyclical · as of Jun 30, 2026EVERGREEN CAPITAL MANAGEMENT LLC holds $2,522,859 across 7 Auto & Truck Dealerships names. LAD ranks #3 (15.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GPI |
Group 1 Automotive Inc
|
2,423 | $705,504 | |
| 2 | KMX |
Carmax Inc
|
9,842 | $520,543 | |
| 3 | LAD |
Lithia Motors Inc
This page
|
1,375 | $399,423 | |
| 4 | CVNA |
Carvana Co.
|
4,404 | $289,871 | |
| 5 | AN |
Autonation, Inc.
|
1,550 | $287,974 | |
| 6 | VVV |
Valvoline Inc
|
5,674 | $224,349 | |
| 7 | ACVA |
ACV Auctions Inc.
|
13,240 | $95,195 |
All Filings in LAD
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $399,423 | 1,375 | Shares | Other | 2026-07-23 | |
| 2026-03-31 | $202,772 | 812 | Shares | Other | 2026-05-14 | |
| 2025-12-31 | $465,926 | 1,402 | Shares | Other | 2026-01-27 | |
| 2025-09-30 | $360,556 | 1,141 | Shares | Other | 2025-10-28 | |
| No filing history on record for this holder in this stock. | ||||||