Balyasny Asset Management
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Balyasny Asset Management’s Lithia Motors LAD Stock Holding History

Balyasny Asset 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
2025
Q3 		– Sell
-115,373
Closed -$39M – 3211
2025
Q2 		$39M Sell
115,373
-41,995
-27% -$13M 0.06% 424
2025
Q1 		$46.2M Sell
157,368
-16,019
-9% -$5.45M 0.08% 328
2024
Q4 		$62M Sell
173,387
-157,092
-48% -$55.3M 0.09% 265
2024
Q3 		$105M Buy
330,479
+185,415
+128% +$51.7M 0.17% 116
2024
Q2 		$36.6M Buy
145,064
+95,379
+192% +$25M 0.06% 386
2024
Q1 		$14.9M Buy
+49,685
New +$14.7M 0.03% 765
2023
Q4 		– Sell
-168,115
Closed -$49.6M – 2701
2023
Q3 		$49.6M Buy
+168,115
New +$51.2M 0.1% 270
2023
Q1 		– Sell
-1,199
Closed -$245K – 2925
2022
Q4 		$245K Buy
+1,199
New +$256K ﹤0.01% 2060
2022
Q2 		– Sell
-160,475
Closed -$48.2M – 2970
2022
Q1 		$48.2M Buy
+160,475
New +$50.1M 0.15% 153
2021
Q3 		– Sell
-61,641
Closed -$21.2M – 2197
2021
Q2 		$21.2M Buy
61,641
+47,406
+333% +$17.1M 0.1% 281
2021
Q1 		$5.55M Buy
14,235
+381
+3% +$137K 0.03% 662
2020
Q4 		$4.05M Buy
+13,854
New +$3.79M 0.02% 708
2020
Q2 		– Sell
-9,073
Closed -$742K – 1328
2020
Q1 		$742K Buy
+9,073
New +$1.09M 0.01% 828
2019
Q4 		– Sell
-5,089
Closed -$674K – 1339
2019
Q3 		$674K Buy
+5,089
New +$650K ﹤0.01% 898
2018
Q4 		– Sell
-4,726
Closed -$386K – 1575
2018
Q3 		$386K Sell
4,726
-972
-17% -$85.7K ﹤0.01% 1444
2018
Q2 		$539K Sell
5,698
-16,346
-74% -$1.62M ﹤0.01% 1330
2018
Q1 		$2.22M Buy
22,044
+15,670
+246% +$1.77M 0.01% 965
2017
Q4 		$724K Buy
+6,374
New +$741K ﹤0.01% 1428
2015
Q2 		– Sell
-2,850
Closed -$283K – 1241
2015
Q1 		$283K Buy
+2,850
New +$256K ﹤0.01% 794

Other funds holding LAD

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
LAM
Lyrical Asset Management New York $6.56B AUM 20.06% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Balyasny Asset Management's LAD Position: Q3 2025 in Review

Balyasny Asset Management sold out of Lithia Motors (LAD) in Q3 2025, closing a stake of 115,373 shares — an estimated $39M sold.

Balyasny Asset Management first reported a position in LAD in Q1 2015 and held it in 19 quarters. The position peaked at $105M in Q3 2024. 452 funds tracked by Wall St. Rank hold LAD as of Q3 2025.

  • Balyasny Asset Management reported no remaining Lithia Motors position as of Q3 2025 after selling out during the quarter.
  • Balyasny Asset Management sold 115,373 Lithia Motors shares in Q3 2025, an estimated $39M.
  • Balyasny Asset Management first reported a position in Lithia Motors in Q1 2015 and held it in 19 quarters.
  • Balyasny Asset Management's Lithia Motors position peaked at $105M in Q3 2024.
  • 452 funds tracked by Wall St. Rank held Lithia Motors as of Q3 2025.

Based on Balyasny Asset Management's 13F filing for Q3 2025, filed 14 Nov 2025.