Position in LAD
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$17,199,912
+$1,561,698 QoQ
Shares Held
59,210
-5.5% QoQ
Ownership
0.269%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#58
of 443 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 98%
Shared 0%
None 2%
Common Shares in LAD Over Time
Shares Held
Position Value (USD)
Position in Auto & Truck Dealerships
Consumer Cyclical · as of Jun 30, 2026WELLS FARGO & COMPANY/MN holds $332,895,880 across 17 Auto & Truck Dealerships names. LAD ranks #3 (5.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CVNA |
Carvana Co.
|
3,608,854 | $237,534,767 | |
| 2 | ABG |
Asbury Automotive Group Inc
|
154,075 | $30,981,399 | |
| 3 | LAD |
Lithia Motors Inc
This page
|
59,210 | $17,199,912 | |
| 4 | KMX |
Carmax Inc
|
197,774 | $10,460,265 | |
| 5 | CARG |
CarGurus, Inc.
|
243,996 | $8,317,823 | |
| 6 | OPLN |
OPENLANE, Inc.
|
197,454 | $8,143,001 | |
| 7 | GPI |
Group 1 Automotive Inc
|
23,467 | $6,832,884 | |
| 8 | AN |
Autonation, Inc.
|
25,065 | $4,656,825 |
All Filings in LAD
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $17,199,912 | 59,210 | Shares | Defined | 2026-08-14 | |
| 2026-03-31 | $15,638,214 | 62,623 | Shares | Defined | 2026-05-11 | |
| 2025-12-31 | $10,933,988 | 32,901 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $7,358,692 | 23,287 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $10,043,388 | 29,730 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $9,025,474 | 30,747 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $10,967,737 | 30,685 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $9,255,710 | 29,139 | Shares | Defined | 2024-11-13 | |
| 2024-06-30 | $7,766,876 | 30,766 | Shares | Defined | 2024-08-13 | |
| 2024-03-31 | $8,764,050 | 29,130 | Shares | Defined | 2024-05-10 | |
| 2023-12-31 | $9,971,256 | 30,282 | Shares | Defined | 2024-02-09 | |
| 2023-09-30 | $8,175,028 | 27,681 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $8,345,992 | 27,444 | Shares | Defined | 2023-08-15 | |
| 2023-03-31 | $7,371,773 | 32,201 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $5,582,849 | 27,268 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $7,012,350 | 32,684 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $14,097,751 | 51,300 | Shares | Defined | 2022-08-12 | |
| 2022-03-31 | $20,424,365 | 68,054 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $17,747,807 | 59,767 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $100,000,754 | 315,420 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $98,229,491 | 285,850 | Shares | Defined | 2021-08-16 | |
| 2021-03-31 | $62,468,231 | 160,138 | Shares | Defined | 2021-05-13 | |
| 2020-12-31 | $43,374,863 | 148,204 | Shares | Defined | 2021-02-09 | |
| 2020-09-30 | $31,152,785 | 136,671 | Shares | Defined | 2020-11-05 | |
| 2020-06-30 | $25,563,267 | 168,924 | Shares | Defined | 2020-08-13 | |
| 2020-03-31 | $13,243,925 | 161,926 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||