Position in LAD
as of Jun 30, 2026
· filed Aug 19, 2026
Position Value
$904,876
+$670,389 QoQ
Shares Held
3,115
+231.7% QoQ
Ownership
0.014%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#190
of 440 holders
Holding Since
Jun 2020
25 quarters on record
Voting authority
Sole 35%
Shared 0%
None 65%
Common Shares in LAD Over Time
Shares Held
Position Value (USD)
Position in Auto & Truck Dealerships
Consumer Cyclical · as of Jun 30, 2026MERCER GLOBAL ADVISORS INC /ADV holds $19,991,166 across 15 Auto & Truck Dealerships names. LAD ranks #6 (4.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AN |
Autonation, Inc.
|
36,838 | $6,844,132 | |
| 2 | KMX |
Carmax Inc
|
99,259 | $5,249,808 | |
| 3 | CVNA |
Carvana Co.
|
24,839 | $1,634,902 | |
| 4 | GPI |
Group 1 Automotive Inc
|
3,480 | $1,013,271 | |
| 5 | ACVA |
ACV Auctions Inc.
|
127,671 | $917,954 | |
| 6 | LAD |
Lithia Motors Inc
This page
|
3,115 | $904,876 | |
| 7 | PAG |
Penske Automotive Group, Inc.
|
4,684 | $838,201 | |
| 8 | VVV |
Valvoline Inc
|
13,445 | $531,615 |
All Filings in LAD
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $904,876 | 3,115 | Shares | Sole | 2026-08-19 | |
| 2026-03-31 | $234,487 | 939 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $522,090 | 1,571 | Shares | Sole | 2026-02-18 | |
| 2025-09-30 | $472,104 | 1,494 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $433,423 | 1,283 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $351,660 | 1,198 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $428,201 | 1,198 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $433,896 | 1,366 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $278,452 | 1,103 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $368,553 | 1,225 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $514,664 | 1,563 | Shares | Sole | 2024-02-15 | |
| 2023-09-30 | $408,736 | 1,384 | Shares | Sole | 2023-11-15 | |
| 2023-06-30 | $397,167 | 1,306 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $387,578 | 1,693 | Shares | Sole | 2023-05-16 | |
| 2022-12-31 | $246,711 | 1,205 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $248,878 | 1,160 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $487,512 | 1,774 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $564,225 | 1,880 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $1,554,830 | 5,236 | Shares | Sole | 2022-02-04 | |
| 2021-09-30 | $1,662,874 | 5,245 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $1,597,582 | 4,649 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $468,108 | 1,200 | Shares | Sole | 2021-08-10 | |
| 2020-12-31 | $432,273 | 1,477 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $336,895 | 1,478 | Shares | Sole | 2020-12-10 | |
| 2020-06-30 | $234,864 | 1,552 | Shares | Sole | 2020-08-10 | |
| No filing history on record for this holder in this stock. | ||||||