Position in LAD
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$3,195
+$2,696 QoQ
Shares Held
11
+450.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#397
of 440 holders
Holding Since
Mar 2025
3 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in LAD Over Time
Shares Held
Position Value (USD)
Position in Auto & Truck Dealerships
Consumer Cyclical · as of Jun 30, 2026Hughes Financial Services, LLC holds $15,851 across 12 Auto & Truck Dealerships names. LAD ranks #2 (20.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CVNA |
Carvana Co.
|
122 | $8,030 | |
| 2 | LAD |
Lithia Motors Inc
This page
|
11 | $3,195 | |
| 3 | GPI |
Group 1 Automotive Inc
|
5 | $1,455 | |
| 4 | ABG |
Asbury Automotive Group Inc
|
5 | $1,005 | |
| 5 | AN |
Autonation, Inc.
|
5 | $928 | |
| 6 | PAG |
Penske Automotive Group, Inc.
|
4 | $715 | |
| 7 | RUSHA |
Rush Enterprises Inc \Tx\
|
4 | $291 | |
| 8 | SAH |
Sonic Automotive Inc
|
1 | $84 |
All Filings in LAD
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,195 | 11 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $499 | 2 | Shares | Sole | 2026-04-29 | |
| 2025-03-31 | $587 | 2 | Shares | Sole | 2025-05-01 | |
| No filing history on record for this holder in this stock. | ||||||