Cooperman Leon G’s Lithia Motors LAD Stock Holding History

Cooperman Leon G’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	$84.9M	Buy	340,000 +22,398	+7%	+$6.65M	2.79%	12
2025 Q4	$106M	Hold	317,602	–	–	3.5%	9
2025 Q3	$100M	Hold	317,602	–	–	3.13%	10
2025 Q2	$107M	Hold	317,602	–	–	3.77%	9
2025 Q1	$93.2M	Hold	317,602	–	–	3.7%	10
2024 Q4	$114M	Sell	317,602 -98,483	-24%	-$34.7M	4.3%	8
2024 Q3	$132M	Hold	416,085	–	–	5.61%	6
2024 Q2	$105M	Hold	416,085	–	–	4.43%	7
2024 Q1	$125M	Hold	416,085	–	–	5.22%	6
2023 Q4	$137M	Buy	416,085 +1,085	+0.3%	+$298K	6.52%	4
2023 Q3	$123M	Hold	415,000	–	–	6.42%	4
2023 Q2	$126M	Buy	415,000 +4,247	+1%	+$1.02M	6.84%	3
2023 Q1	$94M	Hold	410,753	–	–	5.66%	6
2022 Q4	$84.1M	Buy	410,753 +160,000	+64%	+$34.2M	5.22%	8
2022 Q3	$53.8M	Buy	250,753 +100,753	+67%	+$26.3M	3.78%	11
2022 Q2	$41.2M	Hold	150,000	–	–	2.83%	14
2022 Q1	$45M	Hold	150,000	–	–	2.37%	14
2021 Q4	$44.5M	Buy	150,000 +12,500	+9%	+$3.86M	2.24%	17
2021 Q3	$43.6M	Hold	137,500	–	–	2.31%	16
2021 Q2	$47.3M	Buy	+137,500	New	+$49.7M	2.65%	13

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