BIG
LAD icon

Brooklyn Investment Group’s Lithia Motors LAD Stock Holding History

Brooklyn Investment 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
2026
Q1 		$514K Buy
2,058
+1,271
+161% +$378K 0.02% 1002
2025
Q4 		$267K Buy
+787
New +$250K 0.01% 1148
2025
Q3 		– Sell
-185
Closed -$62.5K – 1774
2025
Q2 		$62.5K Buy
185
+134
+263% +$41.4K 0.01% 1211
2025
Q1 		$15K Buy
51
+33
+183% +$11.2K ﹤0.01% 1323
2024
Q4 		$6.43K Buy
18
+2
+13% +$705 ﹤0.01% 1134
2024
Q3 		$5.08K Buy
+16
New +$4.46K ﹤0.01% 861

Other funds holding LAD

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
ACM
Abrams Capital Management Boston, Massachusetts $5.48B AUM 3.63% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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 $3.38T AUM 44.17% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return

Brooklyn Investment Group's LAD Position: Q1 2026 in Review

Brooklyn Investment Group increased its Lithia Motors (LAD) stake by 161% in Q1 2026, buying an estimated $378K and bringing the position to 2,058 shares worth $514K. The position accounts for 0.02% of the portfolio, ranked #1002.

Brooklyn Investment Group first reported a position in LAD in Q3 2024 and has held it in 6 quarters since. 436 funds tracked by Wall St. Rank hold LAD as of Q1 2026.

  • Brooklyn Investment Group held 2,058 shares of Lithia Motors worth $514K as of Q1 2026.
  • Brooklyn Investment Group bought 1,271 Lithia Motors shares in Q1 2026, an estimated $378K.
  • Lithia Motors made up 0.02% of Brooklyn Investment Group's portfolio in Q1 2026, its #1002 holding.
  • Brooklyn Investment Group first reported a position in Lithia Motors in Q3 2024 and has held it in 6 quarters since.
  • 436 funds tracked by Wall St. Rank held Lithia Motors as of Q1 2026.

Based on Brooklyn Investment Group's 13F filing for Q1 2026, filed 29 Apr 2026.