Position in LAD
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$14,814
+$3,078 QoQ
Shares Held
51
+8.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#361
of 440 holders
Holding Since
Dec 2021
5 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in LAD Over Time
Shares Held
Position Value (USD)
Position in Auto & Truck Dealerships
Consumer Cyclical · as of Jun 30, 2026CVA Family Office, LLC holds $148,697 across 12 Auto & Truck Dealerships names. LAD ranks #4 (10.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CVNA |
Carvana Co.
|
716 | $47,127 | |
| 2 | AN |
Autonation, Inc.
|
167 | $31,026 | |
| 3 | PAG |
Penske Automotive Group, Inc.
|
152 | $27,200 | |
| 4 | LAD |
Lithia Motors Inc
This page
|
51 | $14,814 | |
| 5 | OPLN |
OPENLANE, Inc.
|
163 | $6,722 | |
| 6 | VVV |
Valvoline Inc
|
149 | $5,891 | |
| 7 | ABG |
Asbury Automotive Group Inc
|
28 | $5,630 | |
| 8 | GPI |
Group 1 Automotive Inc
|
17 | $4,949 |
All Filings in LAD
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $14,814 | 51 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $11,736 | 47 | Shares | Sole | 2026-04-29 | |
| 2025-03-31 | $587 | 2 | Shares | Sole | 2025-04-16 | |
| 2022-09-30 | $1,072 | 5 | Shares | Sole | 2022-11-22 | |
| 2021-12-31 | $1,484 | 5 | Shares | Sole | 2022-01-25 | |
| No filing history on record for this holder in this stock. | ||||||