Position in PAG
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$42,590
+$35,862 QoQ
Shares Held
238
+428.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#289
of 387 holders
Holding Since
Jun 2024
9 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in PAG Over Time
Shares Held
Position Value (USD)
Position in Auto & Truck Dealerships
Consumer Cyclical · as of Jun 30, 2026ROTHSCHILD INVESTMENT LLC holds $1,569,802 across 16 Auto & Truck Dealerships names. PAG ranks #4 (2.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | KMX |
Carmax Inc
|
15,158 | $801,706 | |
| 2 | AN |
Autonation, Inc.
|
2,932 | $544,736 | |
| 3 | LAD |
Lithia Motors Inc
|
316 | $91,794 | |
| 4 | PAG |
Penske Automotive Group, Inc.
This page
|
238 | $42,590 | |
| 5 | CVNA |
Carvana Co.
|
525 | $34,555 | |
| 6 | GPI |
Group 1 Automotive Inc
|
53 | $15,432 | |
| 7 | ACVA |
ACV Auctions Inc.
|
1,986 | $14,279 | |
| 8 | OPLN |
OPENLANE, Inc.
|
270 | $11,134 |
All Filings in PAG
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $42,590 | 238 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $6,728 | 45 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $38,306 | 242 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $30,608 | 176 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $2,920 | 17 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $2,303 | 16 | Shares | Sole | 2025-04-08 | |
| 2024-12-31 | $9,298 | 61 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $9,745 | 60 | Shares | Sole | 2024-10-18 | |
| 2024-06-30 | $8,941 | 60 | Shares | Sole | 2024-07-31 | |
| No filing history on record for this holder in this stock. | ||||||