Position in LAD
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$21,734,878
+$21,219,768 QoQ
Shares Held
87,037
+5515.3% QoQ
Ownership
0.382%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2020
10 quarters on record
Voting authority
Sole 99.79548927467629.ToString("F0")%
Shared 0.ToString("F0")%
None 0.20451072532371292.ToString("F0")%
Common Shares in LAD Over Time
Shares Held
Position Value (USD)
Position in Auto & Truck Dealerships
Consumer Cyclical · as of Mar 31, 2026JONES FINANCIAL COMPANIES LLLP holds $113,713,100 across 18 Auto & Truck Dealerships names. LAD ranks #3 (19.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CVNA |
Carvana Co.
|
157,947 | $49,655,377 | |
| 2 | ABG |
Asbury Automotive Group Inc
|
150,102 | $29,331,431 | |
| 3 | LAD |
Lithia Motors Inc
This page
|
87,037 | $21,734,878 | |
| 4 | VVV |
Valvoline Inc
|
246,830 | $8,313,233 | |
| 5 | KMX |
Carmax Inc
|
51,389 | $2,136,754 | |
| 6 | GPI |
Group 1 Automotive Inc
|
3,810 | $1,259,699 | |
| 7 | AN |
Autonation, Inc.
|
4,933 | $963,217 | |
| 8 | PAG |
Penske Automotive Group, Inc.
|
712 | $106,458 |
All Filings in LAD
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $21,734,878 | 87,037 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $515,110 | 1,550 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $846,880 | 2,680 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $317,888 | 941 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $233,070 | 794 | Shares | Sole | 2025-05-28 | |
| 2024-12-31 | $249,128 | 697 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $175,337 | 552 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $139,099 | 551 | Shares | Sole | 2024-08-14 | |
| 2022-06-30 | $1,374 | 5 | Shares | Sole | 2022-08-08 | |
| 2020-12-31 | $1,756 | 6 | Shares | Sole | 2021-02-08 | |
| No filing history on record for this holder in this stock. | ||||||