Position in LAD
as of Mar 31, 2026
· filed May 6, 2026
Position Value
$2,962,678
-$1,051,868 QoQ
Shares Held
11,864
-1.8% QoQ
Ownership
0.052%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 3%
Shared 0%
None 97%
Common Shares in LAD Over Time
Shares Held
Position Value (USD)
Position in Auto & Truck Dealerships
Consumer Cyclical · as of Mar 31, 2026LPL Financial LLC holds $58,850,899 across 12 Auto & Truck Dealerships names. LAD ranks #5 (5.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CVNA |
Carvana Co.
|
78,486 | $24,674,428 | |
| 2 | AN |
Autonation, Inc.
|
74,509 | $14,548,627 | |
| 3 | KMX |
Carmax Inc
|
103,453 | $4,301,575 | |
| 4 | GPI |
Group 1 Automotive Inc
|
11,501 | $3,802,575 | |
| 5 | LAD |
Lithia Motors Inc
This page
|
11,864 | $2,962,678 | |
| 6 | PAG |
Penske Automotive Group, Inc.
|
11,781 | $1,761,495 | |
| 7 | VVV |
Valvoline Inc
|
47,692 | $1,606,266 | |
| 8 | ABG |
Asbury Automotive Group Inc
|
8,082 | $1,579,303 |
All Filings in LAD
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $2,962,678 | 11,864 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $4,014,546 | 12,080 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $3,849,828 | 12,183 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $5,754,425 | 17,034 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $2,318,966 | 7,900 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $1,447,234 | 4,049 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $1,126,351 | 3,546 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $1,988,548 | 7,877 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $2,889,158 | 9,603 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $3,341,862 | 10,149 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $3,108,348 | 10,525 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $3,170,954 | 10,427 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $2,352,484 | 10,276 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $1,932,540 | 9,439 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $2,036,508 | 9,492 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $2,610,695 | 9,500 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $2,621,248 | 8,734 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $2,432,020 | 8,190 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $1,271,013 | 4,009 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $1,171,468 | 3,409 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $1,396,912 | 3,581 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $1,769,775 | 6,047 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $645,070 | 2,830 | Shares | Sole | 2020-11-09 | |
| 2020-06-30 | $492,125 | 3,252 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $288,800 | 3,531 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||