Position in LAD
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$35,489,456
+$23,618,629 QoQ
Shares Held
142,117
+297.9% QoQ
Ownership
0.623%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in LAD Over Time
Shares Held
Position Value (USD)
Derivatives in LAD
reported options exposure · as of Sep 30, 2024CallValue
$0
CallShares
0
PutValue
$1,461,144
PutShares
4,600
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Auto & Truck Dealerships
Consumer Cyclical · as of Mar 31, 2026BARCLAYS PLC holds $111,911,914 across 20 Auto & Truck Dealerships names. LAD ranks #1 (31.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LAD |
Lithia Motors Inc
This page
|
142,117 | $35,489,456 | |
| 2 | CVNA |
Carvana Co.
|
299,290 | $18,818,157 | |
| 3 | GPI |
Group 1 Automotive Inc
|
49,467 | $16,355,273 | |
| 4 | AN |
Autonation, Inc.
|
52,633 | $10,277,118 | |
| 5 | PAG |
Penske Automotive Group, Inc.
|
58,867 | $8,801,792 | |
| 6 | KMX |
Carmax Inc
|
163,225 | $6,786,894 | |
| 7 | UXIN |
Uxin Ltd
|
1,706,500 | $5,238,955 | |
| 8 | RUSHA |
Rush Enterprises Inc \Tx\
|
34,027 | $2,249,524 |
All Filings in LAD
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30 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $35,489,456 | 142,117 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $11,870,827 | 35,720 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $13,832,268 | 43,773 | Shares | Sole | 2026-03-31 | |
| 2025-06-30 | $12,175,031 | 36,040 | Shares | Sole | 2026-02-27 | |
| 2025-03-31 | $6,846,231 | 23,323 | Shares | Sole | 2026-03-17 | |
| 2024-12-31 | $32,822,081 | 91,828 | Shares | Sole | 2026-03-19 | |
| 2024-09-30 | $33,023,759 | 103,966 | Shares | Sole | 2026-03-31 | |
| 2024-09-30 | $1,461,144 | 4,600 | Put | Sole | 2026-03-31 | |
| 2024-06-30 | $11,169,144 | 44,243 | Shares | Sole | 2026-03-23 | |
| 2024-06-30 | $2,019,600 | 8,000 | Call | Sole | 2026-03-23 | |
| 2024-03-31 | $15,368,831 | 51,083 | Shares | Sole | 2026-03-24 | |
| 2023-12-31 | $19,474,276 | 59,142 | Shares | Sole | 2026-03-24 | |
| 2023-09-30 | $32,895,921 | 111,387 | Shares | Sole | 2026-03-26 | |
| 2023-06-30 | $38,973,216 | 128,155 | Shares | Sole | 2026-03-27 | |
| 2023-03-31 | $8,580,066 | 37,479 | Shares | Sole | 2026-03-30 | |
| 2022-12-31 | $1,023,700 | 5,000 | Put | Sole | 2026-03-30 | |
| 2022-12-31 | $1,987,615 | 9,708 | Shares | Sole | 2026-03-30 | |
| 2022-09-30 | $2,890,631 | 13,473 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $3,040,497 | 11,064 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $4,303,719 | 14,340 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $19,239,093 | 64,789 | Shares | Sole | 2022-02-23 | |
| 2021-09-30 | $12,433,040 | 39,216 | Shares | Sole | 2021-11-09 | |
| 2021-06-30 | $15,873,762 | 46,193 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $10,745,419 | 27,546 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $4,227,325 | 14,444 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $2,800,698 | 12,287 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $3,326,384 | 21,981 | Shares | Sole | 2020-08-12 | |
| 2020-03-31 | $16,358 | 200 | Put | Sole | 2020-05-13 | |
| 2020-03-31 | $2,472,838 | 30,234 | Shares | Sole | 2020-05-13 | |
| 2020-03-31 | $310,802 | 3,800 | Call | Sole | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||