Position in LAD
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$54,641,458
+$32,906,580 QoQ
Shares Held
188,101
+116.1% QoQ
Ownership
0.856%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#26
of 440 holders
Holding Since
Dec 2020
11 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in LAD Over Time
Shares Held
Position Value (USD)
Position in Auto & Truck Dealerships
Consumer Cyclical · as of Jun 30, 2026JONES FINANCIAL COMPANIES LLLP holds $175,503,651 across 17 Auto & Truck Dealerships names. LAD ranks #2 (31.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CVNA |
Carvana Co.
|
991,141 | $65,236,900 | |
| 2 | LAD |
Lithia Motors Inc
This page
|
188,101 | $54,641,458 | |
| 3 | ABG |
Asbury Automotive Group Inc
|
189,255 | $38,055,394 | |
| 4 | VVV |
Valvoline Inc
|
288,824 | $11,420,100 | |
| 5 | KMX |
Carmax Inc
|
61,266 | $3,240,358 | |
| 6 | AN |
Autonation, Inc.
|
6,916 | $1,284,923 | |
| 7 | GPI |
Group 1 Automotive Inc
|
4,057 | $1,181,276 | |
| 8 | PAG |
Penske Automotive Group, Inc.
|
776 | $138,865 |
All Filings in LAD
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $54,641,458 | 188,101 | Shares | Sole | 2026-08-14 | |
| 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. | ||||||