MORGAN STANLEY

Position in LAD — Lithia Motors Inc

CIK 895421 NEW YORK, NY

Back to LAD Full portfolio

Position in LAD

as of Jun 30, 2026 · filed Aug 13, 2026 Compact

Position Value

$72,147,542

+$29,024,650 QoQ

Shares Held

248,365

+43.8% QoQ

Ownership

1.13%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#18

of 443 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 90% Shared 0% None 10%

Common Shares in LAD Over Time

Shares Held

Position Value (USD)

Position in Auto & Truck Dealerships

Consumer Cyclical · as of Jun 30, 2026

MORGAN STANLEY holds $1,230,282,553 across 19 Auto & Truck Dealerships names. LAD ranks #6 (5.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CVNA	Carvana Co.	6,370,368	$419,297,613
2	VVV	Valvoline Inc	3,827,602	$151,343,373
3	KMX	Carmax Inc	2,176,424	$115,111,054
4	PAG	Penske Automotive Group, Inc.	584,751	$104,641,185
5	AN	Autonation, Inc.	518,466	$96,325,790
6	LAD	Lithia Motors Inc This page	248,365	$72,147,542
7	OPLN	OPENLANE, Inc.	1,718,880	$70,886,605
8	GPI	Group 1 Automotive Inc	191,776	$55,839,412

All Filings in LAD

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26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$72,147,542	248,365	+43.8%	Shares	Defined	2026-08-13
2026-03-31	$43,122,892	172,685	-9.3%	Shares	Defined	2026-05-15
2025-12-31	$63,299,554	190,472	-39.0%	Shares	Defined	2026-05-27
2025-09-30	$98,629,288	312,118	-34.2%	Shares	Defined	2026-05-27
2025-06-30	$160,186,465	474,177	+25.8%	Shares	Defined	2025-08-15
2025-03-31	$110,619,072	376,845	-16.9%	Shares	Defined	2025-05-15
2024-12-31	$162,148,825	453,652	+17.7%	Shares	Defined	2025-05-15
2024-09-30	$122,425,755	385,423	-6.0%	Shares	Defined	2025-05-14
2024-06-30	$103,524,941	410,081	-3.6%	Shares	Defined	2025-05-14
2024-03-31	$127,947,326	425,272	-13.3%	Shares	Defined	2024-10-17
2023-12-31	$161,592,508	490,745	+13.8%	Shares	Defined	2024-08-16
2023-09-30	$127,401,810	431,388	-16.9%	Shares	Defined	2023-11-15
2023-06-30	$157,808,145	518,918	+6.4%	Shares	Defined	2023-08-14
2023-03-31	$111,658,767	487,742	+5.2%	Shares	Defined	2023-05-15
2022-12-31	$94,948,783	463,753	+114.1%	Shares	Defined	2023-02-14
2022-09-30	$46,467,018	216,579	-15.5%	Shares	Defined	2022-11-14
2022-06-30	$70,424,179	256,265	+254.6%	Shares	Defined	2022-10-27
2022-03-31	$21,686,967	72,261	-37.4%	Shares	Defined	2022-10-27
2021-12-31	$34,257,632	115,365	+39.0%	Shares	Defined	2022-02-14
2021-09-30	$26,308,611	82,982	+66.3%	Shares	Defined	2021-11-15
2021-06-30	$17,151,411	49,911	-26.2%	Shares	Defined	2021-08-23
2021-03-31	$26,396,996	67,669	+37.2%	Shares	Defined	2021-05-17
2020-12-31	$14,432,141	49,312	+168.6%	Shares	Defined	2021-02-16
2020-09-30	$4,184,064	18,356	-73.2%	Shares	Defined	2020-11-13
2020-06-30	$10,347,036	68,374	-53.4%	Shares	Defined	2020-08-14
2020-03-31	$12,007,259	146,806	—	Shares	Defined	2020-05-26
No filing history on record for this holder in this stock.