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Brave Warrior Advisors’s Lithia Motors LAD Stock Holding History

Brave Warrior 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
2025
Q2 		– Sell
-381,889
Closed -$112M – 38
2025
Q1 		$112M Sell
381,889
-230,677
-38% -$78.6M 2.57% 17
2024
Q4 		$219M Sell
612,566
-241,985
-28% -$85.2M 5.45% 11
2024
Q3 		$271M Sell
854,551
-621
-0.1% -$173K 5.63% 9
2024
Q2 		$216M Buy
855,172
+87,671
+11% +$22.9M 4.78% 10
2024
Q1 		$231M Sell
767,501
-56,481
-7% -$16.7M 4.83% 10
2023
Q4 		$271M Sell
823,982
-58,926
-7% -$16.2M 6.47% 9
2023
Q3 		$261M Sell
882,908
-264,351
-23% -$80.6M 6.51% 5
2023
Q2 		$349M Buy
1,147,259
+77,437
+7% +$18.5M 9.22% 4
2023
Q1 		$245M Sell
1,069,822
-14,639
-1% -$3.56M 7.57% 5
2022
Q4 		$222M Sell
1,084,461
-51,747
-5% -$11.1M 7% 7
2022
Q3 		$244M Buy
1,136,208
+144,907
+15% +$37.9M 8.43% 5
2022
Q2 		$272M Buy
991,301
+106,194
+12% +$31M 9.35% 4
2022
Q1 		$266M Buy
+885,107
New +$276M 7.84% 5

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
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return
CM
Conifer Management New York $524M AUM 14.11% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Brave Warrior Advisors's LAD Position: Q2 2025 in Review

Brave Warrior Advisors sold out of Lithia Motors (LAD) in Q2 2025, closing a stake of 381,889 shares — an estimated $112M sold.

Brave Warrior Advisors first reported a position in LAD in Q1 2022 and held it in 13 quarters. The position peaked at $349M in Q2 2023. 453 funds tracked by Wall St. Rank hold LAD as of Q2 2025.

  • Brave Warrior Advisors reported no remaining Lithia Motors position as of Q2 2025 after selling out during the quarter.
  • Brave Warrior Advisors sold 381,889 Lithia Motors shares in Q2 2025, an estimated $112M.
  • Brave Warrior Advisors first reported a position in Lithia Motors in Q1 2022 and held it in 13 quarters.
  • Brave Warrior Advisors's Lithia Motors position peaked at $349M in Q2 2023.
  • 453 funds tracked by Wall St. Rank held Lithia Motors as of Q2 2025.

Based on Brave Warrior Advisors's 13F filing for Q2 2025, filed 14 Aug 2025.