Position in LAD
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$240,525
-$50,928 QoQ
Shares Held
828
-5.6% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#286
of 440 holders
Holding Since
Dec 2025
2 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in LAD Over Time
Shares Held
Position Value (USD)
Position in Auto & Truck Dealerships
Consumer Cyclical · as of Jun 30, 2026Sequoia Financial Advisors, LLC holds $3,451,345 across 9 Auto & Truck Dealerships names. LAD ranks #8 (7.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CVNA |
Carvana Co.
|
18,750 | $1,234,125 | |
| 2 | PAG |
Penske Automotive Group, Inc.
|
2,485 | $444,690 | |
| 3 | RUSHA |
Rush Enterprises Inc \Tx\
|
4,377 | $319,477 | |
| 4 | KMX |
Carmax Inc
|
5,906 | $312,368 | |
| 5 | VVV |
Valvoline Inc
|
6,752 | $266,974 | |
| 6 | GPI |
Group 1 Automotive Inc
|
903 | $262,926 | |
| 7 | AN |
Autonation, Inc.
|
1,377 | $255,832 | |
| 8 | LAD |
Lithia Motors Inc
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|
828 | $240,525 |
All Filings in LAD
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $240,525 | 828 | Shares | Sole | 2026-07-17 | |
| 2025-12-31 | $291,453 | 877 | Shares | Sole | 2026-02-03 | |
| No filing history on record for this holder in this stock. | ||||||