Chicago Capital
LAD icon

Chicago Capital’s Lithia Motors LAD Stock Holding History

Chicago Capital’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
Q3 		$56.8M Sell
194,509
-718
-0.4% -$250K 1.31% 24
2026
Q2 		$56.7M Sell
195,227
-10,598
-5% -$3.01M 1.37% 24
2026
Q1 		$51.4M Buy
205,825
+7,433
+4% +$2.21M 1.39% 26
2025
Q4 		$65.9M Buy
198,392
+11,384
+6% +$3.61M 1.63% 19
2025
Q3 		$59.1M Sell
187,008
-10,714
-5% -$3.46M 1.45% 24
2025
Q2 		$66.8M Sell
197,722
-17,148
-8% -$5.3M 1.65% 22
2025
Q1 		$63.1M Buy
214,870
+1,172
+0.5% +$399K 1.78% 20
2024
Q4 		$76.4M Sell
213,698
-3,404
-2% -$1.2M 2.03% 17
2024
Q3 		$69M Buy
217,102
+2,666
+1% +$743K 1.92% 18
2024
Q2 		$54.1M Buy
214,436
+705
+0.3% +$185K 1.61% 24
2024
Q1 		$64.3M Buy
213,731
+11,808
+6% +$3.49M 1.96% 19
2023
Q4 		$66.5M Sell
201,923
-7,599
-4% -$2.08M 2.39% 15
2023
Q3 		$61.9M Sell
209,522
-2,647
-1% -$807K 2.89% 11
2023
Q2 		$64.5M Sell
212,169
-950
-0.4% -$228K 2.91% 9
2023
Q1 		$48.8M Buy
213,119
+16,502
+8% +$4.01M 2.43% 14
2022
Q4 		$40.3M Buy
196,617
+30,130
+18% +$6.44M 2.23% 12
2022
Q3 		$35.7M Buy
166,487
+22,805
+16% +$5.96M 2.07% 18
2022
Q2 		$39.5M Sell
143,682
-26,884
-16% -$7.84M 2.18% 17
2022
Q1 		$51.2M Buy
170,566
+21,580
+14% +$6.74M 2.2% 15
2021
Q4 		$44.2M Sell
148,986
-13,782
-8% -$4.26M 1.65% 26
2021
Q3 		$51.6M Sell
162,768
-910
-0.6% -$317K 1.96% 23
2021
Q2 		$56.2M Buy
163,678
+69,114
+73% +$25M 2.2% 18
2021
Q1 		$36.9M Buy
94,564
+51,930
+122% +$18.7M 1.56% 33
2020
Q4 		$12.5M Buy
+42,634
New +$11.7M 0.56% 45

Other funds holding LAD

Cooke & Bieler
Cooke & Bieler Philadelphia, Pennsylvania $6.36B AUM 0.55% 1-Year Est. Return
Hennessy Advisors Inc
Hennessy Advisors Inc Novato, California $2.66B AUM 26.6% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return
Iridian Asset Management
Iridian Asset Management Westport, Connecticut $275M AUM 37.66% 1-Year Est. Return
Bridge City Capital
Bridge City Capital Lake Oswego, Oregon $480M AUM 47.16% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Harfst & Associates
Harfst & Associates Sheridan, Wyoming $667M AUM 13.29% 1-Year Est. Return
Sendero Wealth Management
Sendero Wealth Management San Antonio, Texas $1B AUM 21.35% 1-Year Est. Return
Amalgamated Bank
Amalgamated Bank New York $14.3B AUM 35.81% 1-Year Est. Return
Red Spruce Capital
Red Spruce Capital Berwyn, Pennsylvania $283M AUM 29.49% 1-Year Est. Return

Chicago Capital's LAD Position: Q3 2026 in Review

Chicago Capital reduced its Lithia Motors (LAD) stake by 0.37% in Q3 2026, selling an estimated $250K and leaving 194,509 shares worth $56.8M. The position accounts for 1.31% of the portfolio, ranked #24.

Chicago Capital first reported a position in LAD in Q4 2020 and has held it in 24 quarters since. The position peaked at $76.4M in Q4 2024. 124 funds tracked by Wall St. Rank hold LAD as of Q3 2026.

  • Chicago Capital held 194,509 shares of Lithia Motors worth $56.8M as of Q3 2026.
  • Chicago Capital sold 718 Lithia Motors shares in Q3 2026, an estimated $250K.
  • Lithia Motors made up 1.31% of Chicago Capital's portfolio in Q3 2026, its #24 holding.
  • Chicago Capital first reported a position in Lithia Motors in Q4 2020 and has held it in 24 quarters since.
  • Chicago Capital's Lithia Motors position peaked at $76.4M in Q4 2024.
  • 124 funds tracked by Wall St. Rank held Lithia Motors as of Q3 2026.

Based on Chicago Capital's 13F filing for Q3 2026, filed 13 Oct 2026.