Position in LAD
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$1,742
+$1,243 QoQ
Shares Held
6
+200.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#417
of 440 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, 2026Cornerstone Financial Management LLC holds $22,312 across 12 Auto & Truck Dealerships names. LAD ranks #3 (7.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CVNA |
Carvana Co.
|
179 | $11,781 | |
| 2 | PAG |
Penske Automotive Group, Inc.
|
15 | $2,684 | |
| 3 | LAD |
Lithia Motors Inc
This page
|
6 | $1,742 | |
| 4 | VVV |
Valvoline Inc
|
35 | $1,383 | |
| 5 | GPI |
Group 1 Automotive Inc
|
4 | $1,164 | |
| 6 | AN |
Autonation, Inc.
|
4 | $743 | |
| 7 | ABG |
Asbury Automotive Group Inc
|
3 | $603 | |
| 8 | KMX |
Carmax Inc
|
11 | $581 |
All Filings in LAD
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,742 | 6 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $499 | 2 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $664 | 2 | Shares | Sole | 2026-02-13 | |
| No filing history on record for this holder in this stock. | ||||||