Position in LAD
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$40,697,866
-$29,346,993 QoQ
Shares Held
162,974
-22.7% QoQ
Ownership
0.715%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 0.ToString("F0")%
Shared 46.910550149103535.ToString("F0")%
None 53.089449850896465.ToString("F0")%
Common Shares in LAD Over Time
Shares Held
Position Value (USD)
Position in Auto & Truck Dealerships
Consumer Cyclical · as of Mar 31, 2026AMERIPRISE FINANCIAL INC holds $246,280,086 across 17 Auto & Truck Dealerships names. LAD ranks #1 (16.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LAD |
Lithia Motors Inc
This page
|
162,974 | $40,697,866 | |
| 2 | CARG |
CarGurus, Inc.
|
1,135,079 | $38,649,439 | |
| 3 | AN |
Autonation, Inc.
|
132,100 | $25,793,844 | |
| 4 | RUSHA |
Rush Enterprises Inc \Tx\
|
387,462 | $25,615,111 | |
| 5 | KMX |
Carmax Inc
|
597,278 | $24,834,817 | |
| 6 | CVNA |
Carvana Co.
|
76,379 | $24,012,028 | |
| 7 | OPLN |
OPENLANE, Inc.
|
664,535 | $19,371,194 | |
| 8 | ABG |
Asbury Automotive Group Inc
|
47,156 | $9,214,753 |
All Filings in LAD
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $40,697,866 | 162,974 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $70,044,859 | 210,769 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 | $70,129,248 | 221,928 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $63,509,145 | 187,997 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $38,854,714 | 132,366 | Shares | Defined | 2025-05-14 | |
| 2024-12-31 | $44,634,069 | 124,875 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $39,327,959 | 123,813 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $27,124,993 | 107,447 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $27,555,163 | 91,588 | Shares | Defined | 2024-05-15 | |
| 2023-12-31 | $30,695,151 | 93,219 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $26,770,481 | 90,646 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $27,747,604 | 91,242 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $19,102,375 | 83,442 | Shares | Defined | 2023-05-22 | |
| 2022-12-31 | $42,060,964 | 205,436 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $42,202,198 | 196,701 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $38,447,566 | 139,906 | Shares | Defined | 2022-08-15 | |
| 2022-03-31 | $39,155,754 | 130,467 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $46,995,305 | 158,260 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $54,078,779 | 170,574 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $65,944,513 | 191,900 | Shares | Defined | 2021-08-16 | |
| 2021-03-31 | $79,171,495 | 202,957 | Shares | Defined | 2021-05-17 | |
| 2020-12-31 | $65,337,113 | 223,245 | Shares | Defined | 2021-02-12 | |
| 2020-09-30 | $55,659,528 | 244,185 | Shares | Defined | 2020-11-16 | |
| 2020-06-30 | $43,189,581 | 285,400 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $16,236,541 | 198,515 | Shares | Defined | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||