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FORA Capital’s Lithia Motors LAD Stock Holding History

FORA Capital’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 		– Sell
-2,554
Closed -$849K – 525
2025
Q4 		$849K Buy
+2,554
New +$811K 0.1% 228
2025
Q1 		– Sell
-2,332
Closed -$834K – 584
2024
Q4 		$834K Buy
2,332
+282
+14% +$99.3K 0.1% 215
2024
Q3 		$651K Sell
2,050
-287
-12% -$80K 0.08% 256
2024
Q2 		$590K Sell
2,337
-918
-28% -$240K 0.07% 279
2024
Q1 		$979K Sell
3,255
-1,917
-37% -$567K 0.08% 239
2023
Q4 		$1.7M Buy
5,172
+220
+4% +$60.4K 0.15% 182
2023
Q3 		$1.46M Buy
+4,952
New +$1.51M 0.13% 191
2023
Q1 		– Sell
-5,352
Closed -$1.1M – 615
2022
Q4 		$1.1M Buy
+5,352
New +$1.14M 0.18% 153
2022
Q2 		– Sell
-3,157
Closed -$1.01M – 571
2022
Q1 		$1.01M Buy
+3,157
New +$986K 0.18% 157
2021
Q2 		– Sell
-756
Closed -$295K – 1025
2021
Q1 		$295K Buy
+756
New +$272K 0.1% 233
2020
Q4 		– Sell
-1,834
Closed -$418K – 1032
2020
Q3 		$418K Buy
+1,834
New +$412K 0.27% 79
2020
Q2 		– Sell
-5,990
Closed -$490K – 1125
2020
Q1 		$490K Buy
+5,990
New +$723K 0.11% 245

Other funds holding LAD

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
ACM
Abrams Capital Management Boston, Massachusetts $5.48B AUM 3.63% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return

FORA Capital's LAD Position: Q1 2026 in Review

FORA Capital sold out of Lithia Motors (LAD) in Q1 2026, closing a stake of 2,554 shares — an estimated $849K sold.

FORA Capital first reported a position in LAD in Q1 2020 and held it in 12 quarters. The position peaked at $1.7M in Q4 2023. 436 funds tracked by Wall St. Rank hold LAD as of Q1 2026.

  • FORA Capital reported no remaining Lithia Motors position as of Q1 2026 after selling out during the quarter.
  • FORA Capital sold 2,554 Lithia Motors shares in Q1 2026, an estimated $849K.
  • FORA Capital first reported a position in Lithia Motors in Q1 2020 and held it in 12 quarters.
  • FORA Capital's Lithia Motors position peaked at $1.7M in Q4 2023.
  • 436 funds tracked by Wall St. Rank held Lithia Motors as of Q1 2026.

Based on FORA Capital's 13F filing for Q1 2026, filed 15 May 2026.