Position in LAD
as of Mar 31, 2026
· filed May 11, 2026
Position Value
$2,810,098
+$515,362 QoQ
Shares Held
11,253
+63.0% QoQ
Ownership
0.049%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in LAD Over Time
Shares Held
Position Value (USD)
Derivatives in LAD
reported options exposure · as of Sep 30, 2020CallValue
$0
CallShares
0
PutValue
$91,176
PutShares
400
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Auto & Truck Dealerships
Consumer Cyclical · as of Mar 31, 2026CITIGROUP INC holds $64,854,701 across 21 Auto & Truck Dealerships names. LAD ranks #8 (4.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CVNA |
Carvana Co.
|
256,642 | $16,136,621 | |
| 2 | RDNW |
RideNow Group, Inc.
|
1,704,045 | $12,030,557 | |
| 3 | PAG |
Penske Automotive Group, Inc.
|
53,933 | $8,064,061 | |
| 4 | CWH |
Camping World Holdings, Inc.
|
717,174 | $4,898,297 | |
| 5 | KMX |
Carmax Inc
|
99,085 | $4,119,954 | |
| 6 | GPI |
Group 1 Automotive Inc
|
11,871 | $3,924,908 | |
| 7 | AN |
Autonation, Inc.
|
18,195 | $3,552,754 | |
| 8 | LAD |
Lithia Motors Inc
This page
|
11,253 | $2,810,098 |
All Filings in LAD
Export CSV
29 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $2,810,098 | 11,253 | Shares | Defined | 2026-05-11 | |
| 2025-12-31 | $2,294,736 | 6,905 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $1,887,152 | 5,972 | Shares | Defined | 2025-11-10 | |
| 2025-06-30 | $2,170,828 | 6,426 | Shares | Defined | 2025-08-11 | |
| 2025-03-31 | $2,359,179 | 8,037 | Shares | Defined | 2025-05-12 | |
| 2024-12-31 | $5,066,567 | 14,175 | Shares | Defined | 2025-02-12 | |
| 2024-09-30 | $4,817,009 | 15,165 | Shares | Defined | 2024-11-12 | |
| 2024-06-30 | $4,012,942 | 15,896 | Shares | Defined | 2024-08-12 | |
| 2024-03-31 | $3,663,570 | 12,177 | Shares | Defined | 2024-05-10 | |
| 2023-12-31 | $4,093,935 | 12,433 | Shares | Defined | 2024-02-09 | |
| 2023-09-30 | $3,735,628 | 12,649 | Shares | Defined | 2023-12-06 | |
| 2023-06-30 | $1,966,981 | 6,468 | Shares | Defined | 2023-08-10 | |
| 2023-03-31 | $1,809,231 | 7,903 | Shares | Defined | 2023-05-11 | |
| 2022-12-31 | $1,481,702 | 7,237 | Shares | Defined | 2023-02-09 | |
| 2022-09-30 | $2,867,458 | 13,365 | Shares | Defined | 2022-11-10 | |
| 2022-06-30 | $1,969,285 | 7,166 | Shares | Defined | 2022-08-10 | |
| 2022-03-31 | $3,553,419 | 11,840 | Shares | Defined | 2022-05-12 | |
| 2021-12-31 | $3,852,033 | 12,972 | Shares | Defined | 2022-02-10 | |
| 2021-09-30 | $2,561,998 | 8,081 | Shares | Defined | 2021-11-10 | |
| 2021-06-30 | $3,873,507 | 11,272 | Shares | Defined | 2021-08-10 | |
| 2021-03-31 | $2,232,094 | 5,722 | Shares | Defined | 2021-05-13 | |
| 2020-12-31 | $3,869,095 | 13,220 | Shares | Defined | 2021-02-11 | |
| 2020-09-30 | $1,271,449 | 5,578 | Shares | Defined | 2020-11-12 | |
| 2020-09-30 | $91,176 | 400 | Put | Defined | 2020-11-12 | |
| 2020-06-30 | $30,266 | 200 | Call | Defined | 2020-08-12 | |
| 2020-06-30 | $2,241,953 | 14,815 | Shares | Defined | 2020-08-12 | |
| 2020-06-30 | $30,266 | 200 | Put | Defined | 2020-08-12 | |
| 2020-03-31 | $16,358 | 200 | Call | Defined | 2020-05-12 | |
| 2020-03-31 | $918,664 | 11,232 | Shares | Defined | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||