Position in LAD
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$1,051,282
+$721,612 QoQ
Shares Held
3,619
+264.8% QoQ
Ownership
0.016%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#179
of 440 holders
Holding Since
Mar 2023
9 quarters on record
Voting authority
Sole 27%
Shared 1%
None 73%
Common Shares in LAD Over Time
Shares Held
Position Value (USD)
Position in Auto & Truck Dealerships
Consumer Cyclical · as of Jun 30, 2026Cerity Partners LLC holds $40,903,951 across 12 Auto & Truck Dealerships names. LAD ranks #7 (2.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ABG |
Asbury Automotive Group Inc
|
69,697 | $14,014,671 | |
| 2 | KMX |
Carmax Inc
|
232,914 | $12,318,820 | |
| 3 | AN |
Autonation, Inc.
|
26,760 | $4,971,739 | |
| 4 | CVNA |
Carvana Co.
|
40,726 | $2,680,584 | |
| 5 | GPI |
Group 1 Automotive Inc
|
8,735 | $2,543,368 | |
| 6 | PAG |
Penske Automotive Group, Inc.
|
7,318 | $1,309,554 | |
| 7 | LAD |
Lithia Motors Inc
This page
|
3,619 | $1,051,282 | |
| 8 | OPLN |
OPENLANE, Inc.
|
18,539 | $764,547 |
All Filings in LAD
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,051,282 | 3,619 | Shares | Sole | 2026-08-14 | |
| 2025-12-31 | $329,670 | 992 | Shares | Defined | 2026-02-11 | |
| 2024-12-31 | $309,534 | 866 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $324,310 | 1,021 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $295,114 | 1,169 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $612,250 | 2,035 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $423,124 | 1,285 | Shares | Sole | 2024-01-26 | |
| 2023-06-30 | $405,074 | 1,332 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $208,555 | 911 | Shares | Sole | 2023-05-11 | |
| No filing history on record for this holder in this stock. | ||||||