Cookson Peirce & Co’s Lithia Motors LAD Stock Holding History

Cookson Peirce & Co’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	$215K	Buy	+741	New	+$211K	0.01%	313
2026 Q1	–	Sell	-626	Closed	-$208K	–	337
2025 Q4	$208K	Buy	+626	New	+$199K	0.01%	312
2021 Q3	–	Sell	-35,038	Closed	-$12M	–	227
2021 Q2	$12M	Buy	35,038 +2,865	+9%	+$1.04M	0.75%	47
2021 Q1	$12.6M	Buy	32,173 +11,415	+55%	+$4.1M	0.82%	44
2020 Q4	$6.08M	Buy	+20,758	New	+$5.68M	0.41%	56

Other funds holding LAD

RRAM

River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return

HAI

Hennessy Advisors Inc Novato, California $3.13B AUM 77.26% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

CPC

Consolidated Planning Corp Atlanta, Georgia $742M AUM 25.54% 1-Year Est. Return

PFSRSONJ

Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 1-Year Est. Return

Amalgamated Bank New York $14.5B AUM 44.3% 1-Year Est. Return

RSC

Red Spruce Capital Berwyn, Pennsylvania $287M AUM 38.81% 1-Year Est. Return

1WA

180 Wealth Advisors Federal Way, Washington $997M AUM 47.84% 1-Year Est. Return

RWC

Rare Wolf Capital Bellevue, Washington $156M AUM

YCM

Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return

Cookson Peirce & Co's LAD Position: Q2 2026 in Review

Cookson Peirce & Co opened a new position in Lithia Motors (LAD) in Q2 2026: 741 shares worth $215K. The stake represents 0.01% of the portfolio and ranks #313 among its holdings. This is a return to the name: Cookson Peirce & Co previously reported a position in LAD as recently as Q4 2025.

Cookson Peirce & Co first reported a position in LAD in Q4 2020 and has held it in 5 quarters since. The position peaked at $12.6M in Q1 2021. 86 funds tracked by Wall St. Rank hold LAD as of Q2 2026.

Cookson Peirce & Co held 741 shares of Lithia Motors worth $215K as of Q2 2026.
Lithia Motors was a new Cookson Peirce & Co position in Q2 2026.
Lithia Motors made up 0.01% of Cookson Peirce & Co's portfolio in Q2 2026, its #313 holding.
Cookson Peirce & Co first reported a position in Lithia Motors in Q4 2020 and has held it in 5 quarters since.
Cookson Peirce & Co's Lithia Motors position peaked at $12.6M in Q1 2021.
86 funds tracked by Wall St. Rank held Lithia Motors as of Q2 2026.

Based on Cookson Peirce & Co's 13F filing for Q2 2026, filed 23 Jul 2026.