Position in LAD
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$40,153,851
+$21,397,134 QoQ
Shares Held
138,228
+84.0% QoQ
Ownership
0.629%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#34
of 443 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in LAD Over Time
Shares Held
Position Value (USD)
Derivatives in LAD
reported options exposure · as of Sep 30, 2023CallValue
$0
CallShares
0
PutValue
$1,476,650
PutShares
5,000
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Auto & Truck Dealerships
Consumer Cyclical · as of Jun 30, 2026GOLDMAN SACHS GROUP INC holds $796,052,847 across 20 Auto & Truck Dealerships names. LAD ranks #8 (5.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CVNA |
Carvana Co.
|
3,412,565 | $224,615,025 | |
| 2 | KMX |
Carmax Inc
|
1,634,480 | $86,447,646 | |
| 3 | AN |
Autonation, Inc.
|
449,138 | $83,445,346 | |
| 4 | PAG |
Penske Automotive Group, Inc.
|
385,752 | $69,030,319 | |
| 5 | GPI |
Group 1 Automotive Inc
|
187,310 | $54,539,051 | |
| 6 | VVV |
Valvoline Inc
|
1,207,024 | $47,725,728 | |
| 7 | DRVN |
Driven Brands Holdings Inc.
|
3,388,315 | $47,233,110 | |
| 8 | LAD |
Lithia Motors Inc
This page
|
138,228 | $40,153,851 |
All Filings in LAD
Export CSV
27 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $40,153,851 | 138,228 | Shares | Defined | 2026-08-14 | |
| 2026-03-31 | $18,756,717 | 75,111 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $26,176,968 | 78,768 | Shares | Defined | 2026-03-25 | |
| 2025-09-30 | $96,030,820 | 303,895 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $84,660,392 | 250,608 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $33,271,583 | 113,346 | Shares | Defined | 2025-06-27 | |
| 2024-12-31 | $24,172,989 | 67,630 | Shares | Defined | 2025-02-11 | |
| 2024-09-30 | $14,873,174 | 46,824 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $9,149,038 | 36,241 | Shares | Defined | 2024-08-13 | |
| 2024-03-31 | $14,895,577 | 49,510 | Shares | Defined | 2024-05-15 | |
| 2023-12-31 | $16,397,155 | 49,797 | Shares | Defined | 2024-05-14 | |
| 2023-09-30 | $13,283,647 | 44,979 | Shares | Defined | 2024-05-15 | |
| 2023-09-30 | $1,476,650 | 5,000 | Put | Defined | 2024-05-15 | |
| 2023-06-30 | $12,690,509 | 41,730 | Shares | Defined | 2024-05-14 | |
| 2023-03-31 | $12,492,021 | 54,567 | Shares | Defined | 2024-05-14 | |
| 2022-12-31 | $14,052,533 | 68,636 | Shares | Defined | 2024-05-14 | |
| 2022-09-30 | $32,123,068 | 149,723 | Shares | Defined | 2024-05-14 | |
| 2022-06-30 | $40,749,649 | 148,283 | Shares | Defined | 2024-05-14 | |
| 2022-03-31 | $58,350,529 | 194,424 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $57,887,729 | 194,941 | Shares | Defined | 2022-02-17 | |
| 2021-09-30 | $36,042,374 | 113,684 | Shares | Defined | 2022-01-20 | |
| 2021-06-30 | $38,634,070 | 112,426 | Shares | Defined | 2021-08-13 | |
| 2021-03-31 | $100,465,338 | 257,544 | Shares | Defined | 2021-05-17 | |
| 2020-12-31 | $89,457,218 | 305,659 | Shares | Defined | 2021-02-12 | |
| 2020-09-30 | $82,411,477 | 361,549 | Shares | Defined | 2020-11-13 | |
| 2020-06-30 | $59,943,930 | 396,114 | Shares | Defined | 2020-08-12 | |
| 2020-03-31 | $32,975,845 | 403,177 | Shares | Defined | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||