Position in VVV
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$224,349
-$80,724 QoQ
Shares Held
5,674
-37.4% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#314
of 447 holders
Holding Since
Dec 2020
16 quarters on record
Voting authority
Sole 0%
Shared 100%
None 0%
Common Shares in VVV Over Time
Shares Held
Position Value (USD)
Position in Auto & Truck Dealerships
Consumer Cyclical · as of Jun 30, 2026EVERGREEN CAPITAL MANAGEMENT LLC holds $2,522,859 across 7 Auto & Truck Dealerships names. VVV ranks #6 (8.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GPI |
Group 1 Automotive Inc
|
2,423 | $705,504 | |
| 2 | KMX |
Carmax Inc
|
9,842 | $520,543 | |
| 3 | LAD |
Lithia Motors Inc
|
1,375 | $399,423 | |
| 4 | CVNA |
Carvana Co.
|
4,404 | $289,871 | |
| 5 | AN |
Autonation, Inc.
|
1,550 | $287,974 | |
| 6 | VVV |
Valvoline Inc
This page
|
5,674 | $224,349 | |
| 7 | ACVA |
ACV Auctions Inc.
|
13,240 | $95,195 |
All Filings in VVV
Export CSV
16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $224,349 | 5,674 | Shares | Other | 2026-07-23 | |
| 2026-03-31 | $305,073 | 9,058 | Shares | Other | 2026-05-14 | |
| 2025-09-30 | $207,990 | 5,792 | Shares | Other | 2025-10-28 | |
| 2025-03-31 | $211,992 | 6,090 | Shares | Other | 2025-05-15 | |
| 2024-12-31 | $232,890 | 6,437 | Shares | Other | 2025-02-13 | |
| 2024-09-30 | $273,824 | 6,543 | Shares | Other | 2024-11-14 | |
| 2024-06-30 | $271,814 | 6,292 | Shares | Other | 2024-08-14 | |
| 2024-03-31 | $264,433 | 5,933 | Shares | Other | 2024-05-15 | |
| 2023-12-31 | $223,225 | 5,940 | Shares | Other | 2024-02-14 | |
| 2023-06-30 | $245,840 | 6,554 | Shares | Other | 2023-08-14 | |
| 2023-03-31 | $229,136 | 6,558 | Shares | Other | 2023-05-15 | |
| 2022-12-31 | $211,963 | 6,492 | Shares | Other | 2023-02-14 | |
| 2022-03-31 | $205,708 | 6,518 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $250,626 | 6,721 | Shares | Sole | 2022-03-11 | |
| 2021-03-31 | $257,597 | 9,881 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $226,933 | 9,807 | Shares | Sole | 2021-02-16 | |
| No filing history on record for this holder in this stock. | ||||||