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Caption Management’s Lithia Motors LAD Stock Holding History

Caption Management’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
-93,200
Closed -$31M – 1834
2025
Q4 		$31M Buy
+93,200
New +$29.6M 0.21% 105
2022
Q2 		– Sell
-16,500
Closed -$4.95M – 1655
2022
Q1 		$4.95M Buy
+16,500
New +$5.15M 0.06% 426

Other funds holding LAD

BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
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
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return

Caption Management's LAD Position: Q3 2025 in Review

Caption Management sold out of Lithia Motors (LAD) in Q3 2025, closing a stake of 1,300 shares — an estimated $439K sold.

Caption Management first reported a position in LAD in Q1 2025 and held it in 2 quarters. The position peaked at $499K in Q1 2025. 452 funds tracked by Wall St. Rank hold LAD as of Q3 2025.

  • Caption Management reported no remaining Lithia Motors position as of Q3 2025 after selling out during the quarter.
  • Caption Management sold 1,300 Lithia Motors shares in Q3 2025, an estimated $439K.
  • Caption Management first reported a position in Lithia Motors in Q1 2025 and held it in 2 quarters.
  • Caption Management's Lithia Motors position peaked at $499K in Q1 2025.
  • 452 funds tracked by Wall St. Rank held Lithia Motors as of Q3 2025.

Based on Caption Management's 13F filing for Q3 2025, filed 14 Nov 2025.