Ethic Inc.

Position in LAD — Lithia Motors Inc

CIK 1780570 NEW YORK, NY

Position in LAD

as of Jun 30, 2026 · filed Jul 29, 2026 Compact

Position Value

$227,163

+$10,071 QoQ

Shares Held

782

+13.8% QoQ

Ownership

0.004%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#289

of 440 holders

Holding Since

Mar 2023

12 quarters on record

Voting authority Sole 92% Shared 0% None 8%

Consumer Cyclical · as of Jun 30, 2026

Ethic Inc. holds $6,711,628 across 8 Auto & Truck Dealerships names. LAD ranks #8 (3.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CVNA	Carvana Co.	45,986	$3,026,798
2	PAG	Penske Automotive Group, Inc.	6,039	$1,080,679
3	VVV	Valvoline Inc	17,625	$696,892
4	AN	Autonation, Inc.	3,362	$624,625
5	OPLN	OPENLANE, Inc.	9,868	$406,956
6	CARG	CarGurus, Inc.	10,295	$350,956
7	KMX	Carmax Inc	5,626	$297,559
8	LAD	Lithia Motors Inc This page	782	$227,163

12 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$227,163	782	+13.8%	Shares	Sole	2026-07-29
2025-09-30	$217,092	687	-19.0%	Shares	Sole	2025-10-17
2025-06-30	$286,471	848	-16.2%	Shares	Sole	2025-07-30
2025-03-31	$297,062	1,012	+9.8%	Shares	Sole	2025-05-13
2024-12-31	$329,550	922	-2.6%	Shares	Sole	2025-02-14
2024-09-30	$300,805	947	+13.5%	Shares	Sole	2024-11-13
2024-06-30	$210,543	834	-11.9%	Shares	Sole	2024-08-13
2024-03-31	$284,914	947	+1.0%	Shares	Sole	2024-05-13
2023-12-31	$308,864	938	-33.0%	Shares	Sole	2024-02-14
2023-09-30	$413,462	1,400	+22.5%	Shares	Sole	2023-11-14
2023-06-30	$347,597	1,143	-18.9%	Shares	Sole	2023-08-14
2023-03-31	$322,791	1,410	—	Shares	Sole	2023-05-12
No filing history on record for this holder in this stock.