DCM
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Delta Capital Management’s Lithia Motors LAD Stock Holding History

Delta Capital 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
Q2 		$218K Buy
+750
New +$213K 0.1% 102
2026
Q1 		– Sell
-750
Closed -$249K – 106
2025
Q4 		$249K Hold
750
– – 0.14% 90
2025
Q3 		$237K Buy
+750
New +$242K 0.12% 90

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)
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
AB
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

Delta Capital Management's LAD Position: Q2 2026 in Review

Delta Capital Management opened a new position in Lithia Motors (LAD) in Q2 2026: 750 shares worth $218K. The stake represents 0.1% of the portfolio and ranks #102 among its holdings. This is a return to the name: Delta Capital Management previously reported a position in LAD as recently as Q4 2025.

Delta Capital Management first reported a position in LAD in Q3 2025 and has held it in 3 quarters since. The position peaked at $249K in Q4 2025. 86 funds tracked by Wall St. Rank hold LAD as of Q2 2026.

  • Delta Capital Management held 750 shares of Lithia Motors worth $218K as of Q2 2026.
  • Lithia Motors was a new Delta Capital Management position in Q2 2026.
  • Lithia Motors made up 0.1% of Delta Capital Management's portfolio in Q2 2026, its #102 holding.
  • Delta Capital Management first reported a position in Lithia Motors in Q3 2025 and has held it in 3 quarters since.
  • Delta Capital Management's Lithia Motors position peaked at $249K in Q4 2025.
  • 86 funds tracked by Wall St. Rank held Lithia Motors as of Q2 2026.

Based on Delta Capital Management's 13F filing for Q2 2026, filed 16 Jul 2026.