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 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

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Abrams Capital Management Boston, Massachusetts $4.64B AUM 1.52% 1-Year Est. Return

Harris Associates

Harris Associates Chicago, Illinois $74.9B 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

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

River Road Asset Management Louisville, Kentucky $8.82B AUM 7.52% 1-Year Est. Return

Hotchkis & Wiley Capital Management

Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return