Position in LAD
as of Mar 31, 2026
· filed May 12, 2026
Position Value
$3,974,543
-$2,021,022 QoQ
Shares Held
15,916
-11.8% QoQ
Ownership
0.070%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2020
24 quarters on record
Voting authority
Sole 97.21035436039206.ToString("F0")%
Shared 0.ToString("F0")%
None 2.7896456396079414.ToString("F0")%
Common Shares in LAD Over Time
Shares Held
Position Value (USD)
Position in Auto & Truck Dealerships
Consumer Cyclical · as of Mar 31, 2026STIFEL FINANCIAL CORP holds $29,911,987 across 14 Auto & Truck Dealerships names. LAD ranks #2 (13.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AN |
Autonation, Inc.
|
67,194 | $13,120,299 | |
| 2 | LAD |
Lithia Motors Inc
This page
|
15,916 | $3,974,543 | |
| 3 | ABG |
Asbury Automotive Group Inc
|
19,994 | $3,907,026 | |
| 4 | KMX |
Carmax Inc
|
91,664 | $3,811,387 | |
| 5 | CARG |
CarGurus, Inc.
|
36,615 | $1,246,739 | |
| 6 | VVV |
Valvoline Inc
|
23,812 | $801,987 | |
| 7 | OPLN |
OPENLANE, Inc.
|
19,664 | $573,204 | |
| 8 | PAG |
Penske Automotive Group, Inc.
|
3,344 | $499,994 |
All Filings in LAD
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $3,974,543 | 15,916 | Shares | Defined | 2026-05-12 | |
| 2025-12-31 | $5,995,565 | 18,041 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $5,892,452 | 18,647 | Shares | Defined | 2025-11-12 | |
| 2025-06-30 | $6,326,354 | 18,727 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $5,549,373 | 18,905 | Shares | Defined | 2025-05-14 | |
| 2024-12-31 | $6,434,812 | 18,003 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $5,484,053 | 17,265 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $1,962,797 | 7,775 | Shares | Defined | 2024-08-13 | |
| 2024-03-31 | $2,245,618 | 7,464 | Shares | Defined | 2024-05-14 | |
| 2023-12-31 | $2,600,981 | 7,899 | Shares | Defined | 2024-02-12 | |
| 2023-09-30 | $2,370,317 | 8,026 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $2,399,122 | 7,889 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $1,814,040 | 7,924 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $1,432,769 | 6,998 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $2,550,784 | 11,889 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $3,329,047 | 12,114 | Shares | Defined | 2022-08-15 | |
| 2022-03-31 | $1,809,423 | 6,029 | Shares | Defined | 2022-05-13 | |
| 2021-12-31 | $1,352,013 | 4,553 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $1,413,998 | 4,460 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $1,192,086 | 3,469 | Shares | Defined | 2021-08-13 | |
| 2021-03-31 | $3,186,254 | 8,168 | Shares | Defined | 2021-05-14 | |
| 2020-12-31 | $2,176,878 | 7,438 | Shares | Defined | 2021-02-12 | |
| 2020-09-30 | $942,303 | 4,134 | Shares | Defined | 2020-11-16 | |
| 2020-06-30 | $643,605 | 4,253 | Shares | Defined | 2020-08-14 | |
| No filing history on record for this holder in this stock. | ||||||