BC
LAD icon

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
2026
Q2 		$113K Buy
+390
New +$111K 0.1% 386
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 $5.48B AUM 3.63% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
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

Bayforest Capital's LAD Position: Q2 2026 in Review

Bayforest Capital opened a new position in Lithia Motors (LAD) in Q2 2026: 390 shares worth $113K. The stake represents 0.1% of the portfolio and ranks #386 among its holdings. This is a return to the name: Bayforest Capital previously reported a position in LAD as recently as Q3 2025.

Bayforest Capital first reported a position in LAD in Q4 2024 and has held it in 5 quarters since. The position peaked at $581K in Q2 2025. 445 funds tracked by Wall St. Rank hold LAD as of Q2 2026.

  • Bayforest Capital held 390 shares of Lithia Motors worth $113K as of Q2 2026.
  • Lithia Motors was a new Bayforest Capital position in Q2 2026.
  • Lithia Motors made up 0.1% of Bayforest Capital's portfolio in Q2 2026, its #386 holding.
  • Bayforest Capital first reported a position in Lithia Motors in Q4 2024 and has held it in 5 quarters since.
  • Bayforest Capital's Lithia Motors position peaked at $581K in Q2 2025.
  • 445 funds tracked by Wall St. Rank held Lithia Motors as of Q2 2026.

Based on Bayforest Capital's 13F filing for Q2 2026, filed 5 Aug 2026.