Position in PAG
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$3,172,604
+$1,618,942 QoQ
Shares Held
17,729
+70.6% QoQ
Ownership
0.027%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#70
of 387 holders
Holding Since
Jun 2022
17 quarters on record
Voting authority
Sole 1%
Shared 0%
None 99%
Common Shares in PAG Over Time
Shares Held
Position Value (USD)
Position in Auto & Truck Dealerships
Consumer Cyclical · as of Jun 30, 2026Creative Planning holds $57,554,461 across 16 Auto & Truck Dealerships names. PAG ranks #6 (5.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CVNA |
Carvana Co.
|
368,695 | $24,267,504 | |
| 2 | ABG |
Asbury Automotive Group Inc
|
27,580 | $5,545,785 | |
| 3 | KMX |
Carmax Inc
|
85,016 | $4,496,495 | |
| 4 | LAD |
Lithia Motors Inc
|
13,003 | $3,777,241 | |
| 5 | AN |
Autonation, Inc.
|
20,185 | $3,750,171 | |
| 6 | PAG |
Penske Automotive Group, Inc.
This page
|
17,729 | $3,172,604 | |
| 7 | CARG |
CarGurus, Inc.
|
89,051 | $3,035,748 | |
| 8 | GPI |
Group 1 Automotive Inc
|
8,570 | $2,495,326 |
All Filings in PAG
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,172,604 | 17,729 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $1,553,662 | 10,391 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $1,765,408 | 11,153 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $1,464,321 | 8,420 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $1,105,768 | 6,436 | Shares | Defined | 2025-08-08 | |
| 2025-03-31 | $485,356 | 3,371 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $380,947 | 2,499 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $295,604 | 1,820 | Shares | Sole | 2024-10-11 | |
| 2024-06-30 | $287,161 | 1,927 | Shares | Sole | 2024-08-15 | |
| 2024-03-31 | $282,996 | 1,747 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $867,235 | 5,403 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $831,958 | 4,980 | Shares | Sole | 2023-11-16 | |
| 2023-06-30 | $874,974 | 5,251 | Shares | Sole | 2023-07-21 | |
| 2023-03-31 | $709,900 | 5,006 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $565,915 | 4,924 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $264,186 | 2,684 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $284,338 | 2,716 | Shares | Sole | 2022-08-15 | |
| No filing history on record for this holder in this stock. | ||||||