Position in LAD
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$638,495
+$245,438 QoQ
Shares Held
2,198
+39.6% QoQ
Ownership
0.010%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#219
of 444 holders
Holding Since
Sep 2020
16 quarters on record
Voting authority
Sole 56%
Shared 0%
None 44%
Common Shares in LAD Over Time
Shares Held
Position Value (USD)
Position in Auto & Truck Dealerships
Consumer Cyclical · as of Jun 30, 2026Rockefeller Capital Management L.P. holds $5,460,873 across 16 Auto & Truck Dealerships names. LAD ranks #3 (11.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CVNA |
Carvana Co.
|
35,891 | $2,362,343 | |
| 2 | KMX |
Carmax Inc
|
12,688 | $671,067 | |
| 3 | LAD |
Lithia Motors Inc
This page
|
2,198 | $638,495 | |
| 4 | AN |
Autonation, Inc.
|
2,812 | $522,440 | |
| 5 | RUSHA |
Rush Enterprises Inc \Tx\
|
9,496 | $381,748 | |
| 6 | VVV |
Valvoline Inc
|
7,323 | $289,550 | |
| 7 | ABG |
Asbury Automotive Group Inc
|
909 | $182,780 | |
| 8 | CRMT |
Americas Carmart Inc
|
42,134 | $117,553 |
All Filings in LAD
Export CSV
16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $638,495 | 2,198 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $393,057 | 1,574 | Shares | Defined | 2026-05-14 | |
| 2025-12-31 | $111,995 | 337 | Shares | Defined | 2026-03-17 | |
| 2025-09-30 | $51,508 | 163 | Shares | Defined | 2025-11-14 | |
| 2023-09-30 | $3,344,021 | 11,323 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $26,061,617 | 85,698 | Shares | Defined | 2023-08-14 | |
| 2022-12-31 | $142,294 | 701 | Shares | Defined | 2023-03-06 | |
| 2022-09-30 | $164,988 | 769 | Shares | Defined | 2022-11-02 | |
| 2022-06-30 | $217,649 | 792 | Shares | Defined | 2022-08-12 | |
| 2022-03-31 | $82,833 | 276 | Shares | Defined | 2022-05-13 | |
| 2021-12-31 | $46,917 | 158 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $27,264 | 86 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $29,552 | 86 | Shares | Defined | 2021-08-10 | |
| 2021-03-31 | $7,801 | 20 | Shares | Defined | 2021-05-11 | |
| 2020-12-31 | $4,390 | 15 | Shares | Defined | 2021-02-12 | |
| 2020-09-30 | $1,595 | 7 | Shares | Defined | 2020-11-13 | |
| No filing history on record for this holder in this stock. | ||||||