Position in LAD
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$60,817,567
+$14,952,993 QoQ
Shares Held
209,362
+14.0% QoQ
Ownership
0.952%
of shares outstanding
% of Portfolio
0.29%
of 13F equity value
Holder Rank
#24
of 443 holders
Holding Since
Dec 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, 2026Life Cycle Investment Partners Ltd holds $60,817,567 across 1 Auto & Truck Dealerships name. LAD ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LAD |
Lithia Motors Inc
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|
209,362 | $60,817,567 |
All Filings in LAD
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $60,817,567 | 209,362 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $45,864,574 | 183,664 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $58,408,659 | 175,755 | Shares | Sole | 2026-02-09 | |
| No filing history on record for this holder in this stock. | ||||||