Position in MCW
as of Mar 31, 2026
· filed May 18, 2026
Position Value
$105,416
+$63,018 QoQ
Shares Held
15,125
+98.3% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#135
of 221 holders
Holding Since
Dec 2021
18 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in MCW Over Time
Shares Held
Position Value (USD)
Position in Auto & Truck Dealerships
Consumer Cyclical · as of Mar 31, 2026EverSource Wealth Advisors, LLC holds $1,785,465 across 18 Auto & Truck Dealerships names. MCW ranks #6 (5.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | KMX |
Carmax Inc
|
11,341 | $471,552 | |
| 2 | AN |
Autonation, Inc.
|
1,938 | $378,408 | |
| 3 | GPI |
Group 1 Automotive Inc
|
684 | $226,145 | |
| 4 | LAD |
Lithia Motors Inc
|
622 | $155,320 | |
| 5 | CARG |
CarGurus, Inc.
|
3,778 | $128,635 | |
| 6 | MCW |
Mister Car Wash, Inc.
This page
|
15,125 | $105,416 | |
| 7 | CVNA |
Carvana Co.
|
1,024 | $64,377 | |
| 8 | RUSHA |
Rush Enterprises Inc \Tx\
|
901 | $59,560 |
All Filings in MCW
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $105,416 | 15,125 | Shares | Sole | 2026-05-18 | |
| 2025-12-31 | $42,398 | 7,626 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $38,801 | 7,280 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $42,297 | 7,038 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $31,645 | 4,011 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $20,447 | 2,805 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $20,055 | 3,081 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $22,291 | 3,131 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $11,771 | 1,519 | Shares | Sole | 2024-06-11 | |
| 2023-12-31 | $8,950 | 1,036 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $3,581 | 650 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $6,735 | 698 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $6,016 | 698 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $7,568 | 820 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $125,697 | 14,650 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $170,272 | 15,650 | Shares | Sole | 2022-08-01 | |
| 2022-03-31 | $231,463 | 15,650 | Shares | Sole | 2022-05-25 | |
| 2021-12-31 | $275,881 | 15,150 | Shares | Sole | 2022-02-17 | |
| No filing history on record for this holder in this stock. | ||||||