Position in LAD
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$428,472
+$104,835 QoQ
Shares Held
1,475
+13.8% QoQ
Ownership
0.007%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#239
of 440 holders
Holding Since
Jun 2020
25 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, 2026Rafferty Asset Management, LLC holds $9,760,163 across 10 Auto & Truck Dealerships names. LAD ranks #3 (4.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CVNA |
Carvana Co.
|
98,067 | $6,454,769 | |
| 2 | VVV |
Valvoline Inc
|
11,377 | $449,846 | |
| 3 | LAD |
Lithia Motors Inc
This page
|
1,475 | $428,472 | |
| 4 | AN |
Autonation, Inc.
|
2,156 | $400,563 | |
| 5 | PAG |
Penske Automotive Group, Inc.
|
2,200 | $393,690 | |
| 6 | KMX |
Carmax Inc
|
7,015 | $371,023 | |
| 7 | ABG |
Asbury Automotive Group Inc
|
1,718 | $345,455 | |
| 8 | SAH |
Sonic Automotive Inc
|
4,043 | $342,805 |
All Filings in LAD
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $428,472 | 1,475 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $323,637 | 1,296 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $480,216 | 1,445 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $461,360 | 1,460 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $514,162 | 1,522 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $437,374 | 1,490 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $606,916 | 1,698 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $683,243 | 2,151 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $585,431 | 2,319 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $545,760 | 1,814 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $731,001 | 2,220 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $448,901 | 1,520 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $665,088 | 2,187 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $421,460 | 1,841 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $351,948 | 1,719 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $360,658 | 1,681 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $264,916 | 964 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $506,602 | 1,688 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $992,703 | 3,343 | Shares | Sole | 2022-02-10 | |
| 2021-09-30 | $914,660 | 2,885 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $1,041,229 | 3,030 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $716,985 | 1,838 | Shares | Sole | 2021-05-10 | |
| 2020-12-31 | $268,085 | 916 | Shares | Sole | 2021-02-10 | |
| 2020-09-30 | $640,511 | 2,810 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $209,743 | 1,386 | Shares | Sole | 2020-08-07 | |
| No filing history on record for this holder in this stock. | ||||||