Position in LAD
as of Mar 31, 2026
· filed Apr 30, 2026
Position Value
$5,116,513
-$1,036,576 QoQ
Shares Held
20,489
+10.7% QoQ
Ownership
0.090%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
24 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)
Position in Auto & Truck Dealerships
Consumer Cyclical · as of Mar 31, 2026HSBC HOLDINGS PLC holds $32,834,251 across 13 Auto & Truck Dealerships names. LAD ranks #2 (15.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CVNA |
Carvana Co.
|
235,769 | $14,824,209 | |
| 2 | LAD |
Lithia Motors Inc
This page
|
20,489 | $5,116,513 | |
| 3 | KMX |
Carmax Inc
|
116,809 | $4,856,917 | |
| 4 | GPI |
Group 1 Automotive Inc
|
7,773 | $2,569,986 | |
| 5 | PAG |
Penske Automotive Group, Inc.
|
10,753 | $1,607,788 | |
| 6 | CARG |
CarGurus, Inc.
|
27,500 | $936,375 | |
| 7 | SAH |
Sonic Automotive Inc
|
13,519 | $926,997 | |
| 8 | ABG |
Asbury Automotive Group Inc
|
3,038 | $593,655 |
All Filings in LAD
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24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $5,116,513 | 20,489 | Shares | Defined | 2026-04-30 | |
| 2025-12-31 | $6,153,089 | 18,515 | Shares | Defined | 2026-03-20 | |
| 2025-09-30 | $6,877,108 | 21,763 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $16,306,909 | 48,271 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $4,431,279 | 15,096 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $329,193 | 921 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $303,981 | 957 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $248,915 | 986 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $342,679 | 1,139 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $4,940,186 | 15,003 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $406,668 | 1,377 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $340,298 | 1,119 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $240,374 | 1,050 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $256,538 | 1,253 | Shares | Sole | 2023-02-14 | |
| 2022-06-30 | $285,525 | 1,039 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $280,609 | 935 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $3,474,907 | 11,702 | Shares | Defined | 2022-02-11 | |
| 2021-09-30 | $2,714,812 | 8,563 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $1,627,477 | 4,736 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $932,703 | 2,391 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $1,621,096 | 5,539 | Shares | Sole | 2021-02-25 | |
| 2020-09-30 | $581,017 | 2,549 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $740,759 | 4,895 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $366,991 | 4,487 | Shares | Defined | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||