Advent International’s Lithia Motors LAD Stock Holding History

Advent International’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	$577K	Sell	1,985 -93,288	-98%	-$26.5M	﹤0.01%	33
2026 Q1	$23.8M	Sell	95,273 -56,398	-37%	-$16.8M	0.56%	20
2025 Q4	$50.4M	Buy	151,671 +1,490	+1%	+$473K	1.04%	15
2025 Q3	$47.5M	Buy	150,181 +780	+0.5%	+$252K	0.96%	16
2025 Q2	$50.5M	Sell	149,401 -137,385	-48%	-$42.5M	1.64%	14
2025 Q1	$84.2M	Buy	286,786 +69,635	+32%	+$23.7M	2.66%	10
2024 Q4	$77.6M	Buy	217,151 +75,151	+53%	+$26.5M	1.81%	11
2024 Q3	$45.1M	Hold	142,000	–	–	0.95%	13
2024 Q2	$35.8M	Buy	+142,000	New	+$37.2M	0.86%	14

Other funds holding LAD

ACM

Abrams Capital Management Boston, Massachusetts $5.48B AUM 3.63% 1-Year Est. Return

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

Advent International's LAD Position: Q2 2026 in Review

Advent International reduced its Lithia Motors (LAD) stake by 98% in Q2 2026, selling an estimated $26.5M and leaving 1,985 shares worth $577K. The position accounts for ﹤0.01% of the portfolio, ranked #33.

Advent International first reported a position in LAD in Q2 2024 and has held it in 9 quarters since. The position peaked at $84.2M in Q1 2025. 445 funds tracked by Wall St. Rank hold LAD as of Q2 2026.

Advent International held 1,985 shares of Lithia Motors worth $577K as of Q2 2026.
Advent International sold 93,288 Lithia Motors shares in Q2 2026, an estimated $26.5M.
Lithia Motors made up ﹤0.01% of Advent International's portfolio in Q2 2026, its #33 holding.
Advent International first reported a position in Lithia Motors in Q2 2024 and has held it in 9 quarters since.
Advent International's Lithia Motors position peaked at $84.2M in Q1 2025.
445 funds tracked by Wall St. Rank held Lithia Motors as of Q2 2026.

Based on Advent International's 13F filing for Q2 2026, filed 14 Aug 2026.