DA
LAD icon

Denali Advisors’s Lithia Motors LAD Stock Holding History

Denali Advisors’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 		$558K Buy
1,921
+1,008
+110% +$286K 0.06% 245
2026
Q1 		$228K Buy
913
+10
+1% +$2.97K 0.03% 295
2025
Q4 		$300K Buy
+903
New +$287K 0.03% 291
2024
Q2 		– Sell
-104
Closed -$31.3K – 331
2024
Q1 		$31.3K Buy
104
+1
+1% +$296 0.01% 304
2023
Q4 		$33.9K Buy
103
+101
+5,050% +$27.7K 0.01% 300
2023
Q3 		$591 Buy
+2
New +$610 ﹤0.01% 459

Other funds holding LAD

ACM
Abrams Capital Management Boston, Massachusetts $5.48B AUM 3.63% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 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
LAM
Lyrical Asset Management New York $7.88B AUM 36.5% 1-Year Est. Return

Denali Advisors's LAD Position: Q2 2026 in Review

Denali Advisors increased its Lithia Motors (LAD) stake by 110% in Q2 2026, buying an estimated $286K and bringing the position to 1,921 shares worth $558K. The position accounts for 0.06% of the portfolio, ranked #245.

Denali Advisors first reported a position in LAD in Q3 2023 and has held it in 6 quarters since. 445 funds tracked by Wall St. Rank hold LAD as of Q2 2026.

  • Denali Advisors held 1,921 shares of Lithia Motors worth $558K as of Q2 2026.
  • Denali Advisors bought 1,008 Lithia Motors shares in Q2 2026, an estimated $286K.
  • Lithia Motors made up 0.06% of Denali Advisors's portfolio in Q2 2026, its #245 holding.
  • Denali Advisors first reported a position in Lithia Motors in Q3 2023 and has held it in 6 quarters since.
  • 445 funds tracked by Wall St. Rank held Lithia Motors as of Q2 2026.

Based on Denali Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.