Position in LAD
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$2,928,139
+$177,474 QoQ
Shares Held
10,080
-8.5% QoQ
Ownership
0.046%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#119
of 440 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)
Position in Auto & Truck Dealerships
Consumer Cyclical · as of Jun 30, 2026AMALGAMATED BANK holds $25,541,956 across 12 Auto & Truck Dealerships names. LAD ranks #2 (11.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CVNA |
Carvana Co.
|
141,375 | $9,305,302 | |
| 2 | LAD |
Lithia Motors Inc
This page
|
10,080 | $2,928,139 | |
| 3 | VVV |
Valvoline Inc
|
59,444 | $2,350,415 | |
| 4 | KMX |
Carmax Inc
|
40,664 | $2,150,718 | |
| 5 | AN |
Autonation, Inc.
|
11,087 | $2,059,853 | |
| 6 | PAG |
Penske Automotive Group, Inc.
|
8,115 | $1,452,179 | |
| 7 | RUSHA |
Rush Enterprises Inc \Tx\
|
16,400 | $1,197,036 | |
| 8 | OPLN |
OPENLANE, Inc.
|
28,484 | $1,174,680 |
All Filings in LAD
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,928,139 | 10,080 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $2,750,665 | 11,015 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $3,708,138 | 11,158 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $3,723,428 | 11,783 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $4,039,651 | 11,958 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $3,579,720 | 12,195 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $4,526,136 | 12,663 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $4,053,404 | 12,761 | Shares | Sole | 2024-10-30 | |
| 2024-06-30 | $4,328,255 | 17,145 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $5,609,233 | 18,644 | Shares | Sole | 2024-04-23 | |
| 2023-12-31 | $6,835,523 | 20,759 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $5,247,128 | 17,767 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $5,443,873 | 17,901 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $4,300,450 | 18,785 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 | $4,943,856 | 24,147 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $4,235,217 | 19,740 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $5,858,949 | 21,320 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $6,294,116 | 20,972 | Shares | Sole | 2022-08-25 | |
| 2021-12-31 | $6,423,325 | 21,631 | Shares | Sole | 2022-02-15 | |
| 2021-09-30 | $8,181,851 | 25,807 | Shares | Sole | 2021-10-29 | |
| 2021-06-30 | $9,503,364 | 27,655 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $1,212,789 | 3,109 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $983,078 | 3,359 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $652,136 | 2,861 | Shares | Sole | 2020-10-30 | |
| 2020-06-30 | $435,981 | 2,881 | Shares | Sole | 2020-08-10 | |
| 2020-03-31 | $324,215 | 3,964 | Shares | Sole | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||