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AlphaCentric Advisors’s Lithia Motors LAD Stock Holding History

AlphaCentric Advisors’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
Q1 		$64.4K Buy
258
+17
+7% +$5.05K 0.06% 235
2025
Q4 		$80.1K Buy
+241
New +$76.5K 0.08% 230

Other funds holding LAD

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
ACM
Abrams Capital Management Boston, Massachusetts $4.64B AUM 1.52% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return

AlphaCentric Advisors's LAD Position: Q1 2026 in Review

AlphaCentric Advisors increased its Lithia Motors (LAD) stake by 7.1% in Q1 2026, buying an estimated $5.05K and bringing the position to 258 shares worth $64.4K. The position accounts for 0.06% of the portfolio, ranked #235.

AlphaCentric Advisors first reported a position in LAD in Q4 2025 and has held it in 2 quarters since. The position peaked at $80.1K in Q4 2025. 432 funds tracked by Wall St. Rank hold LAD as of Q1 2026.

  • AlphaCentric Advisors held 258 shares of Lithia Motors worth $64.4K as of Q1 2026.
  • AlphaCentric Advisors bought 17 Lithia Motors shares in Q1 2026, an estimated $5.05K.
  • Lithia Motors made up 0.06% of AlphaCentric Advisors's portfolio in Q1 2026, its #235 holding.
  • AlphaCentric Advisors first reported a position in Lithia Motors in Q4 2025 and has held it in 2 quarters since.
  • AlphaCentric Advisors's Lithia Motors position peaked at $80.1K in Q4 2025.
  • 432 funds tracked by Wall St. Rank held Lithia Motors as of Q1 2026.

Based on AlphaCentric Advisors's 13F filing for Q1 2026, filed 7 May 2026.