Position in LAD
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$3,777,241
+$2,505,917 QoQ
Shares Held
13,003
+155.4% QoQ
Ownership
0.059%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#106
of 440 holders
Holding Since
Dec 2022
15 quarters on record
Voting authority
Sole 1%
Shared 0%
None 99%
Common Shares in LAD Over Time
Shares Held
Position Value (USD)
Position in Auto & Truck Dealerships
Consumer Cyclical · as of Jun 30, 2026Creative Planning holds $57,554,461 across 16 Auto & Truck Dealerships names. LAD ranks #4 (6.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CVNA |
Carvana Co.
|
368,695 | $24,267,504 | |
| 2 | ABG |
Asbury Automotive Group Inc
|
27,580 | $5,545,785 | |
| 3 | KMX |
Carmax Inc
|
85,016 | $4,496,495 | |
| 4 | LAD |
Lithia Motors Inc
This page
|
13,003 | $3,777,241 | |
| 5 | AN |
Autonation, Inc.
|
20,185 | $3,750,171 | |
| 6 | PAG |
Penske Automotive Group, Inc.
|
17,729 | $3,172,604 | |
| 7 | CARG |
CarGurus, Inc.
|
89,051 | $3,035,748 | |
| 8 | GPI |
Group 1 Automotive Inc
|
8,570 | $2,495,326 |
All Filings in LAD
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,777,241 | 13,003 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $1,271,324 | 5,091 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $1,347,598 | 4,055 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $787,788 | 2,493 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $688,476 | 2,038 | Shares | Defined | 2025-08-08 | |
| 2025-03-31 | $610,856 | 2,081 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $626,574 | 1,753 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $526,328 | 1,657 | Shares | Defined | 2024-10-11 | |
| 2024-06-30 | $396,850 | 1,572 | Shares | Sole | 2024-08-15 | |
| 2024-03-31 | $477,464 | 1,587 | Shares | Defined | 2024-05-13 | |
| 2023-12-31 | $493,260 | 1,498 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $521,552 | 1,766 | Shares | Sole | 2023-11-16 | |
| 2023-06-30 | $547,397 | 1,800 | Shares | Sole | 2023-07-21 | |
| 2023-03-31 | $317,525 | 1,387 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $238,317 | 1,164 | Shares | Sole | 2023-02-10 | |
| No filing history on record for this holder in this stock. | ||||||