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 Q3	$268K	Buy	918 +177	+24%	+$61.7K	0.01%	296
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

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Chicago Capital Chicago, Illinois $4.32B AUM 31.14% 1-Year Est. Return

Cooke & Bieler Philadelphia, Pennsylvania $6.36B AUM 0.55% 1-Year Est. Return

Thompson Siegel & Walmsley Richmond, Virginia $5.37B AUM 3.99% 1-Year Est. Return

Hennessy Advisors Inc Novato, California $2.66B AUM 26.6% 1-Year Est. Return

ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Cookson Peirce & Co's LAD Position: Q3 2026 in Review

Cookson Peirce & Co increased its Lithia Motors (LAD) stake by 24% in Q3 2026, buying an estimated $61.7K and bringing the position to 918 shares worth $268K. The position accounts for 0.01% of the portfolio, ranked #296.

Cookson Peirce & Co first reported a position in LAD in Q4 2020 and has held it in 6 quarters since. The position peaked at $12.6M in Q1 2021. 205 funds tracked by Wall St. Rank hold LAD as of Q3 2026.

Cookson Peirce & Co held 918 shares of Lithia Motors worth $268K as of Q3 2026.
Cookson Peirce & Co bought 177 Lithia Motors shares in Q3 2026, an estimated $61.7K.
Lithia Motors made up 0.01% of Cookson Peirce & Co's portfolio in Q3 2026, its #296 holding.
Cookson Peirce & Co first reported a position in Lithia Motors in Q4 2020 and has held it in 6 quarters since.
Cookson Peirce & Co's Lithia Motors position peaked at $12.6M in Q1 2021.
205 funds tracked by Wall St. Rank held Lithia Motors as of Q3 2026.

Based on Cookson Peirce & Co's 13F filing for Q3 2026, filed 30 Oct 2026.