Position in LAD
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$393,057
+$281,062 QoQ
Shares Held
1,574
+367.1% QoQ
Ownership
0.007%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2020
15 quarters on record
Voting authority
Sole 38.055908513341805.ToString("F0")%
Shared 0.ToString("F0")%
None 61.944091486658195.ToString("F0")%
Common Shares in LAD Over Time
Shares Held
Position Value (USD)
Position in Auto & Truck Dealerships
Consumer Cyclical · as of Mar 31, 2026Rockefeller Capital Management L.P. holds $3,016,853 across 17 Auto & Truck Dealerships names. LAD ranks #3 (13.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CRMT |
Americas Carmart Inc
|
42,134 | $536,365 | |
| 2 | AN |
Autonation, Inc.
|
2,714 | $529,934 | |
| 3 | LAD |
Lithia Motors Inc
This page
|
1,574 | $393,057 | |
| 4 | VVV |
Valvoline Inc
|
11,222 | $377,955 | |
| 5 | KMX |
Carmax Inc
|
7,542 | $313,594 | |
| 6 | RUSHA |
Rush Enterprises Inc \Tx\
|
3,498 | $231,251 | |
| 7 | ABG |
Asbury Automotive Group Inc
|
907 | $177,235 | |
| 8 | CVNA |
Carvana Co.
|
2,741 | $172,342 |
All Filings in LAD
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 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 | $143,521 | 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. | ||||||