Position in LAD
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$2,033
+$1,284 QoQ
Shares Held
7
+133.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#411
of 440 holders
Holding Since
Mar 2025
6 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, 2026HFM Investment Advisors, LLC holds $10,133 across 12 Auto & Truck Dealerships names. LAD ranks #2 (20.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CVNA |
Carvana Co.
|
33 | $2,172 | |
| 2 | LAD |
Lithia Motors Inc
This page
|
7 | $2,033 | |
| 3 | AN |
Autonation, Inc.
|
9 | $1,672 | |
| 4 | PAG |
Penske Automotive Group, Inc.
|
9 | $1,610 | |
| 5 | OPLN |
OPENLANE, Inc.
|
14 | $577 | |
| 6 | VVV |
Valvoline Inc
|
13 | $514 | |
| 7 | SAH |
Sonic Automotive Inc
|
6 | $508 | |
| 8 | KMX |
Carmax Inc
|
6 | $317 |
All Filings in LAD
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,033 | 7 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $749 | 3 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $664 | 2 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $632 | 2 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $1,013 | 3 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $293 | 1 | Shares | Sole | 2025-05-16 | |
| No filing history on record for this holder in this stock. | ||||||