Position in LAD
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$442,125
+$92,767 QoQ
Shares Held
1,522
+8.8% QoQ
Ownership
0.007%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#236
of 440 holders
Holding Since
Jun 2025
5 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 Jun 30, 2026Swiss Life Asset Management Ltd holds $12,285,726 across 10 Auto & Truck Dealerships names. LAD ranks #4 (3.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CVNA |
Carvana Co.
|
137,629 | $9,058,740 | |
| 2 | RUSHA |
Rush Enterprises Inc \Tx\
|
7,104 | $518,520 | |
| 3 | OPLN |
OPENLANE, Inc.
|
12,011 | $495,333 | |
| 4 | LAD |
Lithia Motors Inc
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|
1,522 | $442,125 | |
| 5 | KMX |
Carmax Inc
|
8,095 | $428,144 | |
| 6 | GPI |
Group 1 Automotive Inc
|
1,168 | $340,086 | |
| 7 | AN |
Autonation, Inc.
|
1,796 | $333,678 | |
| 8 | VVV |
Valvoline Inc
|
8,158 | $322,567 |
All Filings in LAD
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $442,125 | 1,522 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $349,358 | 1,399 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $442,331 | 1,331 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $388,680 | 1,230 | Shares | Sole | 2025-12-02 | |
| 2025-06-30 | $229,041 | 678 | Shares | Sole | 2025-12-02 | |
| No filing history on record for this holder in this stock. | ||||||