Position in LAD
as of Mar 31, 2026
· filed May 1, 2026
Position Value
$3,989,277
+$3,895,228 QoQ
Shares Held
15,975
+5544.9% QoQ
Ownership
0.070%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
24 quarters on record
Voting authority
Sole 57%
Shared 0%
None 43%
Common Shares in LAD Over Time
Shares Held
Position Value (USD)
Position in Auto & Truck Dealerships
Consumer Cyclical · as of Mar 31, 2026FIFTH THIRD BANCORP holds $21,682,117 across 16 Auto & Truck Dealerships names. LAD ranks #3 (18.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AN |
Autonation, Inc.
|
21,834 | $4,263,306 | |
| 2 | ABG |
Asbury Automotive Group Inc
|
21,032 | $4,109,863 | |
| 3 | LAD |
Lithia Motors Inc
This page
|
15,975 | $3,989,277 | |
| 4 | KMX |
Carmax Inc
|
41,876 | $1,741,204 | |
| 5 | VVV |
Valvoline Inc
|
34,919 | $1,176,071 | |
| 6 | GPI |
Group 1 Automotive Inc
|
3,470 | $1,147,286 | |
| 7 | OPLN |
OPENLANE, Inc.
|
35,163 | $1,025,001 | |
| 8 | RUSHA |
Rush Enterprises Inc \Tx\
|
13,753 | $909,210 |
All Filings in LAD
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $3,989,277 | 15,975 | Shares | Defined | 2026-05-01 | |
| 2025-12-31 | $94,049 | 283 | Shares | Defined | 2026-02-02 | |
| 2025-09-30 | $88,480 | 280 | Shares | Defined | 2025-11-07 | |
| 2025-06-30 | $91,211 | 270 | Shares | Defined | 2025-07-15 | |
| 2025-03-31 | $73,678 | 251 | Shares | Defined | 2025-04-15 | |
| 2024-12-31 | $81,136 | 227 | Shares | Defined | 2025-01-21 | |
| 2024-09-30 | $77,821 | 245 | Shares | Defined | 2024-10-17 | |
| 2024-06-30 | $58,820 | 233 | Shares | Defined | 2024-07-22 | |
| 2024-03-31 | $69,799 | 232 | Shares | Defined | 2024-04-23 | |
| 2023-12-31 | $72,112 | 219 | Shares | Defined | 2024-01-19 | |
| 2023-09-30 | $68,221 | 231 | Shares | Defined | 2023-10-31 | |
| 2023-06-30 | $53,219 | 175 | Shares | Defined | 2023-07-26 | |
| 2023-03-31 | $56,545 | 247 | Shares | Defined | 2023-04-24 | |
| 2022-12-31 | $38,081 | 186 | Shares | Defined | 2023-01-25 | |
| 2022-09-30 | $17,378 | 81 | Shares | Defined | 2022-10-25 | |
| 2022-06-30 | $48,641 | 177 | Shares | Defined | 2022-08-04 | |
| 2022-03-31 | $61,524 | 205 | Shares | Defined | 2022-04-19 | |
| 2021-12-31 | $622,704 | 2,097 | Shares | Defined | 2022-02-01 | |
| 2021-09-30 | $42,800 | 135 | Shares | Defined | 2021-10-15 | |
| 2021-06-30 | $32,989 | 96 | Shares | Defined | 2021-08-06 | |
| 2021-03-31 | $31,207 | 80 | Shares | Defined | 2021-05-07 | |
| 2020-12-31 | $17,560 | 60 | Shares | Defined | 2021-02-16 | |
| 2020-09-30 | $2,507 | 11 | Shares | Defined | 2020-11-09 | |
| 2020-03-31 | $408 | 5 | Shares | Defined | 2020-05-05 | |
| No filing history on record for this holder in this stock. | ||||||