EVR Research’s Lithia Motors LAD Stock Holding History

EVR Research’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	–	Sell	-15,000	Closed	-$3.75M	–	34
2026 Q1	$3.75M	Buy	+15,000	New	+$4.46M	1.5%	20
2024 Q3	–	Sell	-24,000	Closed	-$6.06M	–	37
2024 Q2	$6.06M	Buy	+24,000	New	+$6.28M	1.81%	22

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

EVR Research's LAD Position: Q2 2026 in Review

EVR Research sold out of Lithia Motors (LAD) in Q2 2026, closing a stake of 15,000 shares — an estimated $3.75M sold.

EVR Research first reported a position in LAD in Q2 2024 and held it in 2 quarters. The position peaked at $6.06M in Q2 2024. 443 funds tracked by Wall St. Rank hold LAD as of Q2 2026.

EVR Research reported no remaining Lithia Motors position as of Q2 2026 after selling out during the quarter.
EVR Research sold 15,000 Lithia Motors shares in Q2 2026, an estimated $3.75M.
EVR Research first reported a position in Lithia Motors in Q2 2024 and held it in 2 quarters.
EVR Research's Lithia Motors position peaked at $6.06M in Q2 2024.
443 funds tracked by Wall St. Rank held Lithia Motors as of Q2 2026.

Based on EVR Research's 13F filing for Q2 2026, filed 13 Aug 2026.