Position in LAD
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$868,563
+$145,626 QoQ
Shares Held
2,990
+3.3% QoQ
Ownership
0.014%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#194
of 440 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 88%
Shared 0%
None 12%
Common Shares in LAD Over Time
Shares Held
Position Value (USD)
Position in Auto & Truck Dealerships
Consumer Cyclical · as of Jun 30, 2026BANK OF MONTREAL /CAN/ holds $546,947,335 across 14 Auto & Truck Dealerships names. LAD ranks #7 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | OPLN |
OPENLANE, Inc.
|
4,784,044 | $197,293,974 | |
| 2 | PAG |
Penske Automotive Group, Inc.
|
825,389 | $147,703,359 | |
| 3 | BGSI |
Boyd Group Services Inc.
|
1,552,290 | $146,877,678 | |
| 4 | CVNA |
Carvana Co.
|
490,321 | $32,272,926 | |
| 5 | ACVA |
ACV Auctions Inc.
|
2,380,983 | $17,119,267 | |
| 6 | GPI |
Group 1 Automotive Inc
|
5,292 | $1,540,870 | |
| 7 | LAD |
Lithia Motors Inc
This page
|
2,990 | $868,563 | |
| 8 | AN |
Autonation, Inc.
|
4,585 | $851,845 |
All Filings in LAD
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $868,563 | 2,990 | Shares | Defined | 2026-08-12 | |
| 2026-03-31 | $722,937 | 2,895 | Shares | Defined | 2026-05-13 | |
| 2025-12-31 | $831,156 | 2,501 | Shares | Defined | 2026-02-12 | |
| 2025-09-30 | $811,172 | 2,567 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $1,003,323 | 2,970 | Shares | Defined | 2025-08-05 | |
| 2025-03-31 | $961,048 | 3,274 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $1,170,224 | 3,274 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $927,190 | 2,919 | Shares | Defined | 2024-11-13 | |
| 2024-06-30 | $12,349,599 | 48,919 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $918,523 | 3,053 | Shares | Defined | 2024-05-13 | |
| 2023-12-31 | $990,472 | 3,008 | Shares | Defined | 2024-02-08 | |
| 2023-09-30 | $842,870 | 2,854 | Shares | Defined | 2023-11-01 | |
| 2023-06-30 | $907,767 | 2,985 | Shares | Defined | 2023-08-02 | |
| 2023-03-31 | $802,396 | 3,505 | Shares | Defined | 2024-06-13 | |
| 2022-12-31 | $740,747 | 3,618 | Shares | Defined | 2023-02-01 | |
| 2022-09-30 | $587,652 | 2,739 | Shares | Defined | 2022-11-10 | |
| 2022-06-30 | $4,503,035 | 16,386 | Shares | Defined | 2022-08-11 | |
| 2022-03-31 | $837,333 | 2,790 | Shares | Defined | 2022-05-12 | |
| 2021-12-31 | $796,714 | 2,683 | Shares | Defined | 2022-02-11 | |
| 2021-09-30 | $3,829,206 | 12,078 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $5,787,582 | 16,842 | Shares | Defined | 2021-08-12 | |
| 2021-03-31 | $1,045,048 | 2,679 | Shares | Defined | 2021-05-13 | |
| 2020-12-31 | $1,680,509 | 5,742 | Shares | Defined | 2021-02-12 | |
| 2020-09-30 | $571,215 | 2,506 | Shares | Defined | 2020-11-12 | |
| 2020-06-30 | $450,508 | 2,977 | Shares | Defined | 2020-08-12 | |
| 2020-03-31 | $88,413 | 1,081 | Shares | Defined | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||