Conifer Management’s Lithia Motors LAD Stock Holding History

Conifer 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	–	Sell	-212,000	Closed	-$52.9M	–	7
2026 Q1	$52.9M	Sell	212,000 -188,000	-47%	-$55.8M	10.11%	3
2025 Q4	$133M	Hold	400,000	–	–	22.02%	3
2025 Q3	$126M	Sell	400,000 -100,000	-20%	-$32.3M	20.03%	3
2025 Q2	$169M	Hold	500,000	–	–	21.98%	3
2025 Q1	$147M	Hold	500,000	–	–	22.25%	3
2024 Q4	$179M	Sell	500,000 -200,000	-29%	-$70.5M	23.04%	3
2024 Q3	$222M	Hold	700,000	–	–	25.45%	2
2024 Q2	$177M	Hold	700,000	–	–	21.67%	2
2024 Q1	$211M	Hold	700,000	–	–	23.24%	2
2023 Q4	$230M	Hold	700,000	–	–	22.38%	3
2023 Q3	$207M	Hold	700,000	–	–	23.3%	3
2023 Q2	$213M	Buy	700,000 +200,000	+40%	+$47.9M	23.36%	2
2023 Q1	$114M	Hold	500,000	–	–	13.74%	3
2022 Q4	$102M	Buy	+500,000	New	+$107M	12.45%	4

Other funds holding LAD

ACM

Abrams Capital Management Boston, Massachusetts $5.48B AUM 3.63% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

Harris Associates Chicago, Illinois $75.4B AUM 14.46% 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 $3.37T 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

Conifer Management's LAD Position: Q2 2026 in Review

Conifer Management sold out of Lithia Motors (LAD) in Q2 2026, closing a stake of 212,000 shares — an estimated $52.9M sold.

Conifer Management first reported a position in LAD in Q4 2022 and held it in 14 quarters. The position peaked at $230M in Q4 2023. 443 funds tracked by Wall St. Rank hold LAD as of Q2 2026.

Conifer Management reported no remaining Lithia Motors position as of Q2 2026 after selling out during the quarter.
Conifer Management sold 212,000 Lithia Motors shares in Q2 2026, an estimated $52.9M.
Conifer Management first reported a position in Lithia Motors in Q4 2022 and held it in 14 quarters.
Conifer Management's Lithia Motors position peaked at $230M in Q4 2023.
443 funds tracked by Wall St. Rank held Lithia Motors as of Q2 2026.

Based on Conifer Management's 13F filing for Q2 2026, filed 13 Aug 2026.