Position in LAD
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$617,581
+$49,968 QoQ
Shares Held
2,126
-6.5% QoQ
Ownership
0.010%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#223
of 440 holders
Holding Since
Mar 2020
26 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, 2026OPPENHEIMER ASSET MANAGEMENT INC. holds $7,571,716 across 7 Auto & Truck Dealerships names. LAD ranks #5 (8.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VVV |
Valvoline Inc
|
72,124 | $2,851,782 | |
| 2 | ACVA |
ACV Auctions Inc.
|
177,164 | $1,273,808 | |
| 3 | CVNA |
Carvana Co.
|
17,351 | $1,142,042 | |
| 4 | GPI |
Group 1 Automotive Inc
|
2,760 | $803,629 | |
| 5 | LAD |
Lithia Motors Inc
This page
|
2,126 | $617,581 | |
| 6 | AN |
Autonation, Inc.
|
2,596 | $482,310 | |
| 7 | OPLN |
OPENLANE, Inc.
|
9,713 | $400,564 |
All Filings in LAD
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $617,581 | 2,126 | Shares | Other | 2026-08-03 | |
| 2026-03-31 | $567,613 | 2,273 | Shares | Other | 2026-04-24 | |
| 2025-12-31 | $859,736 | 2,587 | Shares | Other | 2026-02-02 | |
| 2025-09-30 | $966,012 | 3,057 | Shares | Other | 2025-11-06 | |
| 2025-06-30 | $814,820 | 2,412 | Shares | Other | 2025-07-31 | |
| 2025-03-31 | $747,644 | 2,547 | Shares | Other | 2025-04-23 | |
| 2024-12-31 | $921,452 | 2,578 | Shares | Other | 2025-02-05 | |
| 2024-09-30 | $798,228 | 2,513 | Shares | Other | 2024-11-05 | |
| 2024-06-30 | $1,084,523 | 4,296 | Shares | Other | 2024-08-08 | |
| 2024-03-31 | $1,704,971 | 5,667 | Shares | Other | 2024-05-07 | |
| 2023-12-31 | $2,844,977 | 8,640 | Shares | Other | 2024-02-13 | |
| 2023-09-30 | $2,648,222 | 8,967 | Shares | Other | 2023-11-08 | |
| 2023-06-30 | $2,834,304 | 9,320 | Shares | Other | 2023-08-03 | |
| 2023-03-31 | $2,102,491 | 9,184 | Shares | Other | 2023-05-10 | |
| 2022-12-31 | $1,637,098 | 7,996 | Shares | Other | 2023-02-07 | |
| 2022-09-30 | $1,993,596 | 9,292 | Shares | Other | 2022-11-14 | |
| 2022-06-30 | $2,908,038 | 10,582 | Shares | Other | 2022-08-08 | |
| 2022-03-31 | $3,791,413 | 12,633 | Shares | Other | 2022-05-12 | |
| 2021-12-31 | $3,767,401 | 12,687 | Shares | Other | 2022-02-02 | |
| 2021-09-30 | $4,270,526 | 13,470 | Shares | Other | 2021-11-12 | |
| 2021-06-30 | $4,102,028 | 11,937 | Shares | Other | 2021-08-03 | |
| 2021-03-31 | $3,485,843 | 8,936 | Shares | Other | 2021-05-17 | |
| 2020-12-31 | $2,223,998 | 7,599 | Shares | Other | 2021-02-11 | |
| 2020-09-30 | $1,248,427 | 5,477 | Shares | Other | 2020-11-13 | |
| 2020-06-30 | $834,130 | 5,512 | Shares | Other | 2020-08-11 | |
| 2020-03-31 | $482,888 | 5,904 | Shares | Other | 2020-05-08 | |
| No filing history on record for this holder in this stock. | ||||||