Position in LAD
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$17,462,224
+$12,345,711 QoQ
Shares Held
60,113
+193.4% QoQ
Ownership
0.273%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#57
of 443 holders
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in LAD Over Time
Shares Held
Position Value (USD)
Position in Auto & Truck Dealerships
Consumer Cyclical · as of Jun 30, 2026HSBC HOLDINGS PLC holds $122,098,013 across 14 Auto & Truck Dealerships names. LAD ranks #2 (14.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CVNA |
Carvana Co.
|
1,270,750 | $83,640,763 | |
| 2 | LAD |
Lithia Motors Inc
This page
|
60,113 | $17,462,224 | |
| 3 | GPI |
Group 1 Automotive Inc
|
17,697 | $5,152,834 | |
| 4 | OPLN |
OPENLANE, Inc.
|
113,831 | $4,694,390 | |
| 5 | AN |
Autonation, Inc.
|
18,750 | $3,483,562 | |
| 6 | SAH |
Sonic Automotive Inc
|
27,871 | $2,363,181 | |
| 7 | KMX |
Carmax Inc
|
23,992 | $1,268,935 | |
| 8 | PAG |
Penske Automotive Group, Inc.
|
6,702 | $1,199,321 |
All Filings in LAD
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $17,462,224 | 60,113 | Shares | Defined | 2026-08-14 | |
| 2026-03-31 | $5,116,513 | 20,489 | Shares | Defined | 2026-04-30 | |
| 2025-12-31 | $6,153,089 | 18,515 | Shares | Defined | 2026-03-06 | |
| 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. | ||||||