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Catalyst Funds Management’s Lithia Motors LAD Stock Holding History

Catalyst Funds 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
Q2 		$314K Buy
+1,081
New +$307K 0.02% 493
2024
Q4 		– Sell
-400
Closed -$127K – 833
2024
Q3 		$127K Buy
+400
New +$112K 0.03% 430

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

Catalyst Funds Management's LAD Position: Q2 2026 in Review

Catalyst Funds Management opened a new position in Lithia Motors (LAD) in Q2 2026: 1,081 shares worth $314K. The stake represents 0.02% of the portfolio and ranks #493 among its holdings. This is a return to the name: Catalyst Funds Management previously reported a position in LAD as recently as Q3 2024.

Catalyst Funds Management first reported a position in LAD in Q3 2024 and has held it in 2 quarters since. 445 funds tracked by Wall St. Rank hold LAD as of Q2 2026.

  • Catalyst Funds Management held 1,081 shares of Lithia Motors worth $314K as of Q2 2026.
  • Lithia Motors was a new Catalyst Funds Management position in Q2 2026.
  • Lithia Motors made up 0.02% of Catalyst Funds Management's portfolio in Q2 2026, its #493 holding.
  • Catalyst Funds Management first reported a position in Lithia Motors in Q3 2024 and has held it in 2 quarters since.
  • 445 funds tracked by Wall St. Rank held Lithia Motors as of Q2 2026.

Based on Catalyst Funds Management's 13F filing for Q2 2026, filed 10 Aug 2026.