LRI Investments, LLC
Position in PAG — Penske Automotive Group, Inc.
CIK 2023325
PALM BEACH GARDENS, FL
Position in PAG
as of Jun 30, 2026
· filed Jul 14, 2026
Position Value
$715
+$715 QoQ
Shares Held
4
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#371
of 387 holders
Holding Since
Mar 2024
3 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in PAG Over Time
Shares Held
Position Value (USD)
Position in Auto & Truck Dealerships
Consumer Cyclical · as of Jun 30, 2026LRI Investments, LLC holds $42,264 across 12 Auto & Truck Dealerships names. PAG ranks #5 (1.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CVNA |
Carvana Co.
|
439 | $28,894 | |
| 2 | LAD |
Lithia Motors Inc
|
26 | $7,552 | |
| 3 | KMX |
Carmax Inc
|
36 | $1,904 | |
| 4 | AN |
Autonation, Inc.
|
4 | $743 | |
| 5 | PAG |
Penske Automotive Group, Inc.
This page
|
4 | $715 | |
| 6 | VVV |
Valvoline Inc
|
17 | $672 | |
| 7 | RUSHA |
Rush Enterprises Inc \Tx\
|
8 | $583 | |
| 8 | ABG |
Asbury Automotive Group Inc
|
2 | $402 |
All Filings in PAG
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $715 | 4 | Shares | Sole | 2026-07-14 | |
| 2024-06-30 | $0 | 0 | Shares | Sole | 2024-07-24 | |
| 2024-03-31 | $5,831 | 36 | Shares | Sole | 2024-05-21 | |
| No filing history on record for this holder in this stock. | ||||||