Position in LAD
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$2,461,902
+$344,527 QoQ
Shares Held
8,475
-0.0% QoQ
Ownership
0.039%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#130
of 440 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 13%
Shared 0%
None 87%
Common Shares in LAD Over Time
Shares Held
Position Value (USD)
Position in Auto & Truck Dealerships
Consumer Cyclical · as of Jun 30, 2026TRUIST FINANCIAL CORP holds $11,917,755 across 9 Auto & Truck Dealerships names. LAD ranks #2 (20.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VVV |
Valvoline Inc
|
74,210 | $2,934,262 | |
| 2 | LAD |
Lithia Motors Inc
This page
|
8,475 | $2,461,902 | |
| 3 | CVNA |
Carvana Co.
|
34,308 | $2,258,152 | |
| 4 | KMX |
Carmax Inc
|
23,979 | $1,268,248 | |
| 5 | GPI |
Group 1 Automotive Inc
|
2,373 | $690,945 | |
| 6 | PAG |
Penske Automotive Group, Inc.
|
3,497 | $625,788 | |
| 7 | CARG |
CarGurus, Inc.
|
17,599 | $599,949 | |
| 8 | RUSHA |
Rush Enterprises Inc \Tx\
|
7,621 | $556,255 |
All Filings in LAD
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,461,902 | 8,475 | Shares | Defined | 2026-07-28 | |
| 2026-03-31 | $2,117,375 | 8,479 | Shares | Defined | 2026-04-27 | |
| 2025-12-31 | $2,692,869 | 8,103 | Shares | Defined | 2026-02-02 | |
| 2025-09-30 | $6,478,000 | 20,500 | Shares | Defined | 2025-11-03 | |
| 2025-06-30 | $6,971,591 | 20,637 | Shares | Defined | 2025-07-18 | |
| 2025-03-31 | $6,428,524 | 21,900 | Shares | Defined | 2025-04-29 | |
| 2024-12-31 | $520,416 | 1,456 | Shares | Defined | 2025-01-31 | |
| 2024-09-30 | $392,919 | 1,237 | Shares | Defined | 2024-11-13 | |
| 2024-06-30 | $355,953 | 1,410 | Shares | Defined | 2024-08-21 | |
| 2024-03-31 | $2,979,114 | 9,902 | Shares | Defined | 2024-05-13 | |
| 2023-12-31 | $5,499,633 | 16,702 | Shares | Defined | 2024-02-02 | |
| 2023-09-30 | $4,852,862 | 16,432 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $4,904,077 | 16,126 | Shares | Defined | 2023-08-01 | |
| 2023-03-31 | $3,740,029 | 16,337 | Shares | Defined | 2023-05-05 | |
| 2022-12-31 | $3,287,100 | 16,055 | Shares | Defined | 2023-02-17 | |
| 2022-09-30 | $3,593,496 | 16,749 | Shares | Defined | 2022-10-26 | |
| 2022-06-30 | $4,747,616 | 17,276 | Shares | Defined | 2022-07-22 | |
| 2022-03-31 | $6,283,611 | 20,937 | Shares | Defined | 2022-04-22 | |
| 2021-12-31 | $5,884,063 | 19,815 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $6,345,237 | 20,014 | Shares | Defined | 2021-11-05 | |
| 2021-06-30 | $6,747,714 | 19,636 | Shares | Defined | 2021-08-16 | |
| 2021-03-31 | $7,768,640 | 19,915 | Shares | Defined | 2021-05-17 | |
| 2020-12-31 | $6,518,052 | 22,271 | Shares | Defined | 2021-11-19 | |
| 2020-09-30 | $5,498,139 | 24,121 | Shares | Defined | 2021-11-05 | |
| 2020-06-30 | $3,648,565 | 24,110 | Shares | Defined | 2021-11-16 | |
| 2020-03-31 | $1,809,356 | 22,122 | Shares | Defined | 2021-11-05 | |
| No filing history on record for this holder in this stock. | ||||||