Position in LAD
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$2,375,085
-$803,875 QoQ
Shares Held
9,511
-5.5% QoQ
Ownership
0.042%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2021
9 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 Mar 31, 2026Empowered Funds, LLC holds $30,263,824 across 8 Auto & Truck Dealerships names. LAD ranks #3 (7.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GPI |
Group 1 Automotive Inc
|
39,209 | $12,963,669 | |
| 2 | SAH |
Sonic Automotive Inc
|
131,302 | $9,003,377 | |
| 3 | LAD |
Lithia Motors Inc
This page
|
9,511 | $2,375,085 | |
| 4 | CVNA |
Carvana Co.
|
37,621 | $2,365,454 | |
| 5 | ABG |
Asbury Automotive Group Inc
|
12,044 | $2,353,517 | |
| 6 | AN |
Autonation, Inc.
|
3,432 | $670,130 | |
| 7 | PAG |
Penske Automotive Group, Inc.
|
2,115 | $316,233 | |
| 8 | VVV |
Valvoline Inc
|
6,424 | $216,359 |
All Filings in LAD
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $2,375,085 | 9,511 | Shares | Other | 2026-05-15 | |
| 2025-09-30 | $3,178,960 | 10,060 | Shares | Other | 2025-11-13 | |
| 2025-06-30 | $9,847,451 | 29,150 | Shares | Other | 2025-08-11 | |
| 2025-03-31 | $7,682,527 | 26,172 | Shares | Other | 2025-05-16 | |
| 2024-12-31 | $247,340 | 692 | Shares | Sole | 2025-01-28 | |
| 2022-09-30 | $363,233 | 1,693 | Shares | Other | 2022-11-04 | |
| 2022-03-31 | $4,053,120 | 13,505 | Shares | Sole | 2022-04-21 | |
| 2021-12-31 | $4,978,069 | 16,764 | Shares | Sole | 2022-02-10 | |
| 2021-09-30 | $4,149,102 | 13,087 | Shares | Sole | 2021-11-12 | |
| No filing history on record for this holder in this stock. | ||||||