Position in LAD
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$16,293,874
-$3,906,975 QoQ
Shares Held
56,091
-30.7% QoQ
Ownership
0.255%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#60
of 443 holders
Holding Since
Dec 2021
14 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, 2026Janney Montgomery Scott LLC holds $39,979,641 across 9 Auto & Truck Dealerships names. LAD ranks #1 (40.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LAD |
Lithia Motors Inc
This page
|
56,091 | $16,293,874 | |
| 2 | PAG |
Penske Automotive Group, Inc.
|
64,163 | $11,481,968 | |
| 3 | AN |
Autonation, Inc.
|
36,003 | $6,688,997 | |
| 4 | GPI |
Group 1 Automotive Inc
|
7,578 | $2,206,486 | |
| 5 | CARG |
CarGurus, Inc.
|
41,407 | $1,411,564 | |
| 6 | ABG |
Asbury Automotive Group Inc
|
4,254 | $855,394 | |
| 7 | CVNA |
Carvana Co.
|
10,100 | $664,782 | |
| 8 | KMX |
Carmax Inc
|
7,120 | $376,576 |
All Filings in LAD
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14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $16,293,874 | 56,091 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $20,200,849 | 80,894 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $29,026,366 | 87,342 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $29,828,504 | 94,394 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $32,325,995 | 95,690 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $27,091,687 | 92,293 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $1,678,491 | 4,696 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $1,444,944 | 4,549 | Shares | Sole | 2024-10-29 | |
| 2024-06-30 | $520,299 | 2,061 | Shares | Sole | 2024-07-25 | |
| 2024-03-31 | $335,158 | 1,114 | Shares | Sole | 2024-05-01 | |
| 2023-12-31 | $272,973 | 829 | Shares | Sole | 2024-02-08 | |
| 2022-06-30 | $232,764 | 847 | Shares | Sole | 2022-08-03 | |
| 2022-03-31 | $412,965 | 1,376 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $252,407 | 850 | Shares | Sole | 2022-01-27 | |
| No filing history on record for this holder in this stock. | ||||||