Abrams Capital Management’s Lithia Motors LAD Stock Holding History

Abrams Capital Management’s Portfolio LAD Stock Details LAD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$723M	Hold	2,490,534	–	–	13.2%	2
2026 Q1	$622M	Hold	2,490,534	–	–	13.41%	2
2025 Q4	$828M	Hold	2,490,534	–	–	14.59%	2
2025 Q3	$787M	Buy	2,490,534 +45,856	+2%	+$14.8M	12.76%	2
2025 Q2	$826M	Hold	2,444,678	–	–	13.51%	2
2025 Q1	$718M	Buy	2,444,678 +53,490	+2%	+$18.2M	12.73%	2
2024 Q4	$855M	Hold	2,391,188	–	–	13.75%	2
2024 Q3	$760M	Hold	2,391,188	–	–	12.2%	2
2024 Q2	$604M	Hold	2,391,188	–	–	11.8%	2
2024 Q1	$719M	Hold	2,391,188	–	–	22.47%	1
2023 Q4	$787M	Hold	2,391,188	–	–	24.47%	1
2023 Q3	$706M	Buy	2,391,188 +40,120	+2%	+$12.2M	23.33%	1
2023 Q2	$715M	Hold	2,351,068	–	–	20.56%	1
2023 Q1	$538M	Hold	2,351,068	–	–	17.02%	1
2022 Q4	$481M	Hold	2,351,068	–	–	17.17%	1
2022 Q3	$504M	Hold	2,351,068	–	–	14.54%	1
2022 Q2	$646M	Hold	2,351,068	–	–	17.37%	1
2022 Q1	$706M	Hold	2,351,068	–	–	16.47%	1
2021 Q4	$698M	Hold	2,351,068	–	–	15.32%	1
2021 Q3	$745M	Hold	2,351,068	–	–	16.26%	1
2021 Q2	$808M	Hold	2,351,068	–	–	17.96%	1
2021 Q1	$917M	Hold	2,351,068	–	–	20.65%	1
2020 Q4	$688M	Buy	2,351,068 +125,000	+6%	+$34.2M	19.41%	1
2020 Q3	$507M	Hold	2,226,068	–	–	16.04%	1
2020 Q2	$337M	Hold	2,226,068	–	–	10.89%	1
2020 Q1	$182M	Hold	2,226,068	–	–	7.17%	6
2019 Q4	$327M	Sell	2,226,068 -73,932	-3%	-$11.1M	10.17%	1
2019 Q3	$304M	Hold	2,300,000	–	–	8.52%	2
2019 Q2	$273M	Hold	2,300,000	–	–	7.42%	4
2019 Q1	$213M	Hold	2,300,000	–	–	5.99%	6
2018 Q4	$176M	Buy	2,300,000 +300,000	+15%	+$23.7M	7.25%	6
2018 Q3	$163M	Buy	2,000,000 +959,673	+92%	+$84.6M	4.32%	11
2018 Q2	$98.4M	Buy	+1,040,327	New	+$103M	2.74%	14

Other funds holding LAD

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

RRAM

River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return

LAM

Lyrical Asset Management New York $7.88B AUM 36.5% 1-Year Est. Return

Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return

Abrams Capital Management's LAD Position: Q2 2026 in Review

Abrams Capital Management held its Lithia Motors (LAD) position steady in Q2 2026 at 2,490,534 shares worth $723M. The position accounts for 13.2% of the portfolio, ranked #2.

Abrams Capital Management first reported a position in LAD in Q2 2018 and has held it in 33 quarters since. The position peaked at $917M in Q1 2021. 443 funds tracked by Wall St. Rank hold LAD as of Q2 2026.

Abrams Capital Management held 2,490,534 shares of Lithia Motors worth $723M as of Q2 2026.
Abrams Capital Management left its Lithia Motors share count unchanged in Q2 2026.
Lithia Motors made up 13.2% of Abrams Capital Management's portfolio in Q2 2026, its #2 holding.
Abrams Capital Management first reported a position in Lithia Motors in Q2 2018 and has held it in 33 quarters since.
Abrams Capital Management's Lithia Motors position peaked at $917M in Q1 2021.
443 funds tracked by Wall St. Rank held Lithia Motors as of Q2 2026.

Based on Abrams Capital Management's 13F filing for Q2 2026, filed 13 Aug 2026.