Capstone Investment Advisors’s Lithia Motors LAD Stock Holding History

Capstone Investment 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
2026 Q1	–	Sell	-3,900	Closed	-$1.3M	–	1737
2025 Q4	$1.3M	Buy	+3,900	New	+$1.24M	﹤0.01%	765
2025 Q3	–	Sell	-1,624	Closed	-$549K	–	1985
2025 Q2	$549K	Buy	+1,624	New	+$502K	﹤0.01%	1105
2024 Q4	–	Sell	-2,300	Closed	-$731K	–	1932
2024 Q3	$731K	Buy	+2,300	New	+$641K	﹤0.01%	1085
2023 Q3	–	Sell	-3,890	Closed	-$1.18M	–	2193
2023 Q2	$1.18M	Buy	+3,890	New	+$932K	0.01%	810
2018 Q1	–	Sell	-3,698	Closed	-$420K	–	462
2017 Q4	$420K	Buy	+3,698	New	+$430K	0.01%	301
2017 Q2	–	Sell	-9,490	Closed	-$812K	–	795
2017 Q1	$812K	Buy	+9,490	New	+$920K	0.02%	478
2016 Q3	–	Sell	-8,547	Closed	-$607K	–	837
2016 Q2	$607K	Buy	8,547 +2,847	+50%	+$228K	0.01%	439
2016 Q1	$497K	Buy	+5,700	New	+$490K	0.02%	424

Other funds holding LAD

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 Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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 Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return

Capstone Investment Advisors's LAD Position: Q1 2026 in Review

Capstone Investment Advisors sold out of Lithia Motors (LAD) in Q1 2026, closing a stake of 3,900 shares — an estimated $1.3M sold.

Capstone Investment Advisors first reported a position in LAD in Q1 2016 and held it in 8 quarters. The position peaked at $1.3M in Q4 2025. 436 funds tracked by Wall St. Rank hold LAD as of Q1 2026.

Capstone Investment Advisors reported no remaining Lithia Motors position as of Q1 2026 after selling out during the quarter.
Capstone Investment Advisors sold 3,900 Lithia Motors shares in Q1 2026, an estimated $1.3M.
Capstone Investment Advisors first reported a position in Lithia Motors in Q1 2016 and held it in 8 quarters.
Capstone Investment Advisors's Lithia Motors position peaked at $1.3M in Q4 2025.
436 funds tracked by Wall St. Rank held Lithia Motors as of Q1 2026.

Based on Capstone Investment Advisors's 13F filing for Q1 2026, filed 15 May 2026.