Position in LAD
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$4,383,784
+$409,241 QoQ
Shares Held
15,091
-5.2% QoQ
Ownership
0.069%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#100
of 444 holders
Holding Since
Jun 2020
25 quarters on record
Voting authority
Sole 97%
Shared 0%
None 3%
Common Shares in LAD Over Time
Shares Held
Position Value (USD)
Position in Auto & Truck Dealerships
Consumer Cyclical · as of Jun 30, 2026STIFEL FINANCIAL CORP holds $30,271,754 across 13 Auto & Truck Dealerships names. LAD ranks #2 (14.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AN |
Autonation, Inc.
|
67,551 | $12,550,299 | |
| 2 | LAD |
Lithia Motors Inc
This page
|
15,091 | $4,383,784 | |
| 3 | ABG |
Asbury Automotive Group Inc
|
19,677 | $3,956,651 | |
| 4 | KMX |
Carmax Inc
|
57,656 | $3,049,424 | |
| 5 | CVNA |
Carvana Co.
|
21,413 | $1,409,402 | |
| 6 | OPLN |
OPENLANE, Inc.
|
31,153 | $1,284,748 | |
| 7 | VVV |
Valvoline Inc
|
25,439 | $1,005,857 | |
| 8 | RUSHA |
Rush Enterprises Inc \Tx\
|
14,972 | $728,463 |
All Filings in LAD
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,383,784 | 15,091 | Shares | Defined | 2026-08-12 | |
| 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. | ||||||