Position in LAD
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$200,438
-$19,065 QoQ
Shares Held
690
-21.5% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.13%
of 13F equity value
Holder Rank
#311
of 440 holders
Holding Since
Dec 2021
19 quarters on record
Voting authority
Sole 2%
Shared 0%
None 98%
Common Shares in LAD Over Time
Shares Held
Position Value (USD)
Position in Auto & Truck Dealerships
Consumer Cyclical · as of Jun 30, 2026Covestor Ltd holds $1,074,193 across 15 Auto & Truck Dealerships names. LAD ranks #2 (18.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ABG |
Asbury Automotive Group Inc
|
2,838 | $570,665 | |
| 2 | LAD |
Lithia Motors Inc
This page
|
690 | $200,438 | |
| 3 | CARG |
CarGurus, Inc.
|
3,900 | $132,951 | |
| 4 | CVNA |
Carvana Co.
|
1,082 | $71,217 | |
| 5 | ACVA |
ACV Auctions Inc.
|
7,491 | $53,860 | |
| 6 | GPI |
Group 1 Automotive Inc
|
48 | $13,976 | |
| 7 | AN |
Autonation, Inc.
|
37 | $6,874 | |
| 8 | VVV |
Valvoline Inc
|
164 | $6,484 |
All Filings in LAD
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $200,438 | 690 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $219,503 | 879 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $11,299 | 34 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $11,376 | 36 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $10,134 | 30 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $8,806 | 30 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $10,722 | 30 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $9,529 | 30 | Shares | Sole | 2024-11-01 | |
| 2024-06-30 | $7,573 | 30 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $9,326 | 31 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $10,207 | 31 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $9,155 | 31 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $9,427 | 31 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $7,325 | 32 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $6,551 | 32 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $23,600 | 110 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $89,588 | 326 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $123,649 | 412 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $56,420 | 190 | Shares | Sole | 2022-02-10 | |
| No filing history on record for this holder in this stock. | ||||||