Position in LAD
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$153,959
-$37,795 QoQ
Shares Held
530
-8.1% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#316
of 440 holders
Holding Since
Sep 2021
17 quarters on record
Voting authority
Sole 97%
Shared 0%
None 3%
Common Shares in LAD Over Time
Shares Held
Position Value (USD)
Position in Auto & Truck Dealerships
Consumer Cyclical · as of Jun 30, 2026Arax Advisory Partners holds $6,872,344 across 16 Auto & Truck Dealerships names. LAD ranks #7 (2.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | KMX |
Carmax Inc
|
51,935 | $2,746,842 | |
| 2 | AN |
Autonation, Inc.
|
5,661 | $1,051,757 | |
| 3 | PAG |
Penske Automotive Group, Inc.
|
5,838 | $1,044,710 | |
| 4 | CVNA |
Carvana Co.
|
9,450 | $621,999 | |
| 5 | ACVA |
ACV Auctions Inc.
|
51,748 | $372,068 | |
| 6 | DRVN |
Driven Brands Holdings Inc.
|
24,818 | $345,962 | |
| 7 | LAD |
Lithia Motors Inc
This page
|
530 | $153,959 | |
| 8 | CWH |
Camping World Holdings, Inc.
|
16,865 | $128,679 |
All Filings in LAD
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $153,959 | 530 | Shares | Sole | 2026-08-10 | |
| 2025-12-31 | $191,754 | 577 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $619,360 | 1,960 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $4,729 | 14 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $4,109 | 14 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $5,004 | 14 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $4,446 | 14 | Shares | Sole | 2024-11-06 | |
| 2023-12-31 | $1,317 | 4 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $1,181 | 4 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $1,216 | 4 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $915 | 4 | Shares | Sole | 2023-05-16 | |
| 2022-12-31 | $818 | 4 | Shares | Sole | 2023-02-24 | |
| 2022-09-30 | $1,716 | 8 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $1,648 | 6 | Shares | Sole | 2022-08-22 | |
| 2022-03-31 | $1,800 | 6 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $1,781 | 6 | Shares | Sole | 2022-02-08 | |
| 2021-09-30 | $634 | 2 | Shares | Sole | 2021-11-05 | |
| No filing history on record for this holder in this stock. | ||||||