Position in LAD
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$4,086,903
+$535,636 QoQ
Shares Held
14,069
-1.1% QoQ
Ownership
0.064%
of shares outstanding
% of Portfolio
0.69%
of 13F equity value
Holder Rank
#102
of 440 holders
Holding Since
Dec 2023
11 quarters on record
Voting authority
Sole 96%
Shared 0%
None 4%
Common Shares in LAD Over Time
Shares Held
Position Value (USD)
Position in Auto & Truck Dealerships
Consumer Cyclical · as of Jun 30, 2026Sendero Wealth Management, LLC holds $5,561,072 across 2 Auto & Truck Dealerships names. LAD ranks #1 (73.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LAD |
Lithia Motors Inc
This page
|
14,069 | $4,086,903 | |
| 2 | VVV |
Valvoline Inc
|
37,283 | $1,474,169 |
All Filings in LAD
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,086,903 | 14,069 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $3,551,267 | 14,221 | Shares | Other | 2026-04-22 | |
| 2025-12-31 | $4,797,515 | 14,436 | Shares | Sole | 2026-01-13 | |
| 2025-09-30 | $4,738,104 | 14,994 | Shares | Other | 2025-10-08 | |
| 2025-06-30 | $5,114,594 | 15,140 | Shares | Other | 2025-07-31 | |
| 2025-03-31 | $4,538,714 | 15,462 | Shares | Sole | 2025-04-10 | |
| 2024-12-31 | $4,874,629 | 13,638 | Shares | Sole | 2025-01-14 | |
| 2024-09-30 | $4,140,119 | 13,034 | Shares | Sole | 2024-10-09 | |
| 2024-06-30 | $2,726,712 | 10,801 | Shares | Other | 2024-07-12 | |
| 2024-03-31 | $3,594,975 | 11,949 | Shares | Sole | 2024-04-16 | |
| 2023-12-31 | $3,402,120 | 10,332 | Shares | Sole | 2024-01-17 | |
| No filing history on record for this holder in this stock. | ||||||