Evergreen Capital Management’s Lithia Motors LAD Stock Holding History

Evergreen 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	$399K	Buy	1,375 +563	+69%	+$160K	0.01%	1038
2026 Q1	$203K	Sell	812 -590	-42%	-$175K	﹤0.01%	1399
2025 Q4	$466K	Buy	1,402 +261	+23%	+$82.9K	0.01%	787
2025 Q3	$361K	Buy	+1,141	New	+$368K	0.01%	841
2020 Q1	–	Sell	-1,494	Closed	-$220K	–	446
2019 Q4	$220K	Buy	+1,494	New	+$225K	0.02%	421

Other funds holding LAD

ACM

Abrams Capital Management Boston, Massachusetts $5.48B AUM 3.63% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

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

Evergreen Capital Management increased its Lithia Motors (LAD) stake by 69% in Q2 2026, buying an estimated $160K and bringing the position to 1,375 shares worth $399K. The position accounts for 0.01% of the portfolio, ranked #1038.

Evergreen Capital Management first reported a position in LAD in Q4 2019 and has held it in 5 quarters since. The position peaked at $466K in Q4 2025. 445 funds tracked by Wall St. Rank hold LAD as of Q2 2026.

Evergreen Capital Management held 1,375 shares of Lithia Motors worth $399K as of Q2 2026.
Evergreen Capital Management bought 563 Lithia Motors shares in Q2 2026, an estimated $160K.
Lithia Motors made up 0.01% of Evergreen Capital Management's portfolio in Q2 2026, its #1038 holding.
Evergreen Capital Management first reported a position in Lithia Motors in Q4 2019 and has held it in 5 quarters since.
Evergreen Capital Management's Lithia Motors position peaked at $466K in Q4 2025.
445 funds tracked by Wall St. Rank held Lithia Motors as of Q2 2026.

Based on Evergreen Capital Management's 13F filing for Q2 2026, filed 23 Jul 2026.