BG
LAD icon

Baupost Group’s Lithia Motors LAD Stock Holding History

Baupost Group’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
2023
Q2 		– Sell
-65,043
Closed -$14.9M – 32
2023
Q1 		$14.9M Sell
65,043
-184,957
-74% -$45M 0.25% 26
2022
Q4 		$51.2M Hold
250,000
– – 0.83% 20
2022
Q3 		$53.6M Buy
+250,000
New +$65.3M 0.93% 20

Other funds holding LAD

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
MP
MFN Partners Boston, Massachusetts $4.77B AUM 72.29% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
BWA
Brave Warrior Advisors New York $4.04B AUM 1.15% 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
CM
Conifer Management New York $524M AUM 14.11% 1-Year Est. Return

Baupost Group's LAD Position: Q2 2023 in Review

Baupost Group sold out of Lithia Motors (LAD) in Q2 2023, closing a stake of 65,043 shares — an estimated $14.9M sold.

Baupost Group first reported a position in LAD in Q3 2022 and held it in 3 quarters. The position peaked at $53.6M in Q3 2022. 369 funds tracked by Wall St. Rank hold LAD as of Q2 2023.

  • Baupost Group reported no remaining Lithia Motors position as of Q2 2023 after selling out during the quarter.
  • Baupost Group sold 65,043 Lithia Motors shares in Q2 2023, an estimated $14.9M.
  • Baupost Group first reported a position in Lithia Motors in Q3 2022 and held it in 3 quarters.
  • Baupost Group's Lithia Motors position peaked at $53.6M in Q3 2022.
  • 369 funds tracked by Wall St. Rank held Lithia Motors as of Q2 2023.

Based on Baupost Group's 13F filing for Q2 2023, filed 11 Aug 2023.