CIP
LAD icon

Convergence Investment Partners’s Lithia Motors LAD Stock Holding History

Convergence Investment Partners’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 		– Sell
-8,090
Closed -$2.69M – 266
2025
Q4 		$2.69M Buy
8,090
+468
+6% +$149K 0.53% 50
2025
Q3 		$2.41M Buy
7,622
+4,223
+124% +$1.36M 0.54% 51
2025
Q2 		$1.15M Sell
3,399
-76
-2% -$23.5K 0.29% 129
2025
Q1 		$1.02M Buy
+3,475
New +$1.18M 0.28% 123
2019
Q4 		– Sell
-984
Closed -$130K – 275
2019
Q3 		$130K Sell
984
-976
-50% -$125K 0.04% 271
2019
Q2 		$233K Buy
+1,960
New +$217K 0.06% 225
2016
Q1 		– Sell
-42,630
Closed -$4.55M – 369
2015
Q4 		$4.55M Sell
42,630
-10,920
-20% -$1.25M 0.51% 59
2015
Q3 		$5.79M Buy
53,550
+40
+0.1% +$4.49K 0.66% 22
2015
Q2 		$6.05M Buy
+53,510
New +$5.7M 0.6% 34

Other funds holding LAD

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
ACM
Abrams Capital Management Boston, Massachusetts $5.48B AUM 3.63% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return

Convergence Investment Partners's LAD Position: Q1 2026 in Review

Convergence Investment Partners sold out of Lithia Motors (LAD) in Q1 2026, closing a stake of 8,090 shares — an estimated $2.69M sold.

Convergence Investment Partners first reported a position in LAD in Q2 2015 and held it in 9 quarters. The position peaked at $6.05M in Q2 2015. 436 funds tracked by Wall St. Rank hold LAD as of Q1 2026.

  • Convergence Investment Partners reported no remaining Lithia Motors position as of Q1 2026 after selling out during the quarter.
  • Convergence Investment Partners sold 8,090 Lithia Motors shares in Q1 2026, an estimated $2.69M.
  • Convergence Investment Partners first reported a position in Lithia Motors in Q2 2015 and held it in 9 quarters.
  • Convergence Investment Partners's Lithia Motors position peaked at $6.05M in Q2 2015.
  • 436 funds tracked by Wall St. Rank held Lithia Motors as of Q1 2026.

Based on Convergence Investment Partners's 13F filing for Q1 2026, filed 7 May 2026.