Position in LAD
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$91,794
+$90,546 QoQ
Shares Held
316
+6220.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#325
of 440 holders
Holding Since
Mar 2025
5 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in LAD Over Time
Shares Held
Position Value (USD)
Position in Auto & Truck Dealerships
Consumer Cyclical · as of Jun 30, 2026ROTHSCHILD INVESTMENT LLC holds $1,569,802 across 16 Auto & Truck Dealerships names. LAD ranks #3 (5.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | KMX |
Carmax Inc
|
15,158 | $801,706 | |
| 2 | AN |
Autonation, Inc.
|
2,932 | $544,736 | |
| 3 | LAD |
Lithia Motors Inc
This page
|
316 | $91,794 | |
| 4 | PAG |
Penske Automotive Group, Inc.
|
238 | $42,590 | |
| 5 | CVNA |
Carvana Co.
|
525 | $34,555 | |
| 6 | GPI |
Group 1 Automotive Inc
|
53 | $15,432 | |
| 7 | ACVA |
ACV Auctions Inc.
|
1,986 | $14,279 | |
| 8 | OPLN |
OPENLANE, Inc.
|
270 | $11,134 |
All Filings in LAD
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $91,794 | 316 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $1,248 | 5 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $19,939 | 60 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $632 | 2 | Shares | Sole | 2025-11-07 | |
| 2025-03-31 | $293 | 1 | Shares | Sole | 2025-04-08 | |
| No filing history on record for this holder in this stock. | ||||||