Chilton Investment Company’s Lithia Motors LAD Stock Holding History

Chilton Investment Company’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	$2.41M	Buy	9,665 +6,810	+239%	+$2.02M	0.06%	117
2025 Q4	$949K	Buy	+2,855	New	+$907K	0.02%	155
2025 Q3	–	Sell	-11,981	Closed	-$4.05M	–	282
2025 Q2	$4.05M	Buy	+11,981	New	+$3.71M	0.09%	68
2024 Q4	–	Sell	-1,600	Closed	-$508K	–	203
2024 Q3	$508K	Buy	+1,600	New	+$446K	0.01%	139
2019 Q1	–	Sell	-14,358	Closed	-$1.1M	–	127
2018 Q4	$1.1M	Buy	+14,358	New	+$1.14M	0.04%	88
2016 Q3	–	Sell	-69,449	Closed	-$4.94M	–	123
2016 Q2	$4.94M	Buy	+69,449	New	+$5.57M	0.18%	50

Other funds holding LAD

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 Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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 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 Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return

Chilton Investment Company's LAD Position: Q1 2026 in Review

Chilton Investment Company increased its Lithia Motors (LAD) stake by 239% in Q1 2026, buying an estimated $2.02M and bringing the position to 9,665 shares worth $2.41M. The position accounts for 0.06% of the portfolio, ranked #117.

Chilton Investment Company first reported a position in LAD in Q2 2016 and has held it in 6 quarters since. The position peaked at $4.94M in Q2 2016. 433 funds tracked by Wall St. Rank hold LAD as of Q1 2026.

Chilton Investment Company held 9,665 shares of Lithia Motors worth $2.41M as of Q1 2026.
Chilton Investment Company bought 6,810 Lithia Motors shares in Q1 2026, an estimated $2.02M.
Lithia Motors made up 0.06% of Chilton Investment Company's portfolio in Q1 2026, its #117 holding.
Chilton Investment Company first reported a position in Lithia Motors in Q2 2016 and has held it in 6 quarters since.
Chilton Investment Company's Lithia Motors position peaked at $4.94M in Q2 2016.
433 funds tracked by Wall St. Rank held Lithia Motors as of Q1 2026.

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