Bayforest Capital’s Lithia Motors LAD Stock Holding History

Bayforest Capital’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 Q4	–	Sell	-27	Closed	-$8.53K	–	876
2025 Q3	$8.53K	Sell	27 -1,694	-98%	-$546K	﹤0.01%	679
2025 Q2	$581K	Buy	1,721 +468	+37%	+$145K	0.25%	137
2025 Q1	$368K	Buy	1,253 +161	+15%	+$54.8K	0.16%	248
2024 Q4	$390K	Buy	+1,092	New	+$385K	0.49%	13

Other funds holding LAD

ACM

Abrams Capital Management Boston, Massachusetts $4.64B AUM 1.52% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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 Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return

LAM

Lyrical Asset Management New York $6.56B AUM 20.06% 1-Year Est. Return

Bayforest Capital's LAD Position: Q4 2025 in Review

Bayforest Capital sold out of Lithia Motors (LAD) in Q4 2025, closing a stake of 27 shares — an estimated $8.53K sold.

Bayforest Capital first reported a position in LAD in Q4 2024 and held it in 4 quarters. The position peaked at $581K in Q2 2025. 478 funds tracked by Wall St. Rank hold LAD as of Q4 2025.

Bayforest Capital reported no remaining Lithia Motors position as of Q4 2025 after selling out during the quarter.
Bayforest Capital sold 27 Lithia Motors shares in Q4 2025, an estimated $8.53K.
Bayforest Capital first reported a position in Lithia Motors in Q4 2024 and held it in 4 quarters.
Bayforest Capital's Lithia Motors position peaked at $581K in Q2 2025.
478 funds tracked by Wall St. Rank held Lithia Motors as of Q4 2025.

Based on Bayforest Capital's 13F filing for Q4 2025, filed 27 Jan 2026.