Position in LAD
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$66,988,155
+$8,882,806 QoQ
Shares Held
230,604
-0.9% QoQ
Ownership
1.05%
of shares outstanding
% of Portfolio
0.93%
of 13F equity value
Holder Rank
#19
of 443 holders
Holding Since
Sep 2024
8 quarters on record
Voting authority
Sole 95%
Shared 0%
None 5%
Common Shares in LAD Over Time
Shares Held
Position Value (USD)
Position in Auto & Truck Dealerships
Consumer Cyclical · as of Jun 30, 2026Madison Asset Management, LLC holds $127,579,993 across 2 Auto & Truck Dealerships names. LAD ranks #1 (52.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LAD |
Lithia Motors Inc
This page
|
230,604 | $66,988,155 | |
| 2 | ABG |
Asbury Automotive Group Inc
|
301,332 | $60,591,838 |
All Filings in LAD
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $66,988,155 | 230,604 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $58,105,349 | 232,682 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $88,414,070 | 266,043 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $89,432,740 | 283,015 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $96,212,487 | 284,804 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $82,325,054 | 280,456 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $91,189,328 | 255,125 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $73,136,927 | 230,251 | Shares | Sole | 2024-11-12 | |
| No filing history on record for this holder in this stock. | ||||||