Position in LAD
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$19,055,382
+$3,228,831 QoQ
Shares Held
76,307
+60.2% QoQ
Ownership
0.335%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2024
6 quarters on record
Voting authority
Sole 1.1807566802521394.ToString("F0")%
Shared 0.ToString("F0")%
None 98.81924331974787.ToString("F0")%
Common Shares in LAD Over Time
Shares Held
Position Value (USD)
Position in Auto & Truck Dealerships
Consumer Cyclical · as of Mar 31, 2026RAYMOND JAMES FINANCIAL INC holds $216,451,829 across 15 Auto & Truck Dealerships names. LAD ranks #3 (8.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CVNA |
Carvana Co.
|
360,547 | $113,348,763 | |
| 2 | CARG |
CarGurus, Inc.
|
623,150 | $21,218,256 | |
| 3 | LAD |
Lithia Motors Inc
This page
|
76,307 | $19,055,382 | |
| 4 | KMX |
Carmax Inc
|
437,628 | $18,196,571 | |
| 5 | VVV |
Valvoline Inc
|
440,647 | $14,840,989 | |
| 6 | GPI |
Group 1 Automotive Inc
|
39,313 | $12,998,056 | |
| 7 | AN |
Autonation, Inc.
|
34,799 | $6,794,851 | |
| 8 | PAG |
Penske Automotive Group, Inc.
|
42,319 | $6,327,536 |
All Filings in LAD
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $19,055,382 | 76,307 | Shares | Defined | 2026-05-14 | |
| 2025-12-31 | $15,826,551 | 47,623 | Shares | Defined | 2026-02-18 | |
| 2025-09-30 | $14,889,604 | 47,119 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $15,540,057 | 46,001 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $12,119,385 | 41,287 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $13,305,688 | 37,226 | Shares | Defined | 2025-04-23 | |
| No filing history on record for this holder in this stock. | ||||||