UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC
Position in LAD — Lithia Motors Inc
CIK 861177
NEW YORK, NY
Position in LAD
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$20,141,162
-$6,857,321 QoQ
Shares Held
80,655
-0.7% QoQ
Ownership
0.354%
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 45.52724567602752.ToString("F0")%
Shared 0.ToString("F0")%
None 54.472754323972474.ToString("F0")%
Common Shares in LAD Over Time
Shares Held
Position Value (USD)
Position in Auto & Truck Dealerships
Consumer Cyclical · as of Mar 31, 2026UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC holds $366,921,573 across 16 Auto & Truck Dealerships names. LAD ranks #2 (5.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CVNA |
Carvana Co.
|
745,942 | $234,509,241 | |
| 2 | LAD |
Lithia Motors Inc
This page
|
80,655 | $20,141,162 | |
| 3 | KMX |
Carmax Inc
|
434,886 | $18,082,554 | |
| 4 | AN |
Autonation, Inc.
|
90,450 | $17,661,263 | |
| 5 | VVV |
Valvoline Inc
|
387,795 | $13,060,931 | |
| 6 | GPI |
Group 1 Automotive Inc
|
39,145 | $12,942,506 | |
| 7 | RUSHA |
Rush Enterprises Inc \Tx\
|
161,328 | $10,665,390 | |
| 8 | ABG |
Asbury Automotive Group Inc
|
44,403 | $8,676,785 |
All Filings in LAD
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $20,141,162 | 80,655 | Shares | Defined | 2026-05-13 | |
| 2025-12-31 | $26,998,483 | 81,240 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $26,089,276 | 82,561 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $41,298,828 | 122,251 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $27,349,118 | 93,170 | Shares | Defined | 2025-05-19 | |
| 2024-12-31 | $28,509,684 | 79,763 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $21,741,819 | 68,448 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $17,235,262 | 68,272 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $14,659,400 | 48,725 | Shares | Defined | 2024-05-15 | |
| 2023-12-31 | $15,958,882 | 48,466 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $13,885,232 | 47,016 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $15,890,049 | 52,251 | Shares | Defined | 2023-08-11 | |
| 2023-03-31 | $11,961,819 | 52,251 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $10,230,242 | 49,967 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $10,595,764 | 49,386 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $14,820,225 | 53,929 | Shares | Defined | 2022-08-12 | |
| 2022-03-31 | $14,416,561 | 48,036 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $13,045,602 | 43,932 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $14,514,405 | 45,781 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $14,361,399 | 41,792 | Shares | Defined | 2021-08-16 | |
| 2021-03-31 | $12,510,573 | 32,071 | Shares | Defined | 2021-05-14 | |
| 2020-12-31 | $9,329,732 | 31,878 | Shares | Defined | 2021-03-01 | |
| 2020-09-30 | $6,710,778 | 29,441 | Shares | Defined | 2020-11-13 | |
| 2020-06-30 | $4,108,454 | 27,149 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $2,191,970 | 26,800 | Shares | Defined | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||