Havemeyer Place’s Lithia Motors LAD Stock Holding History

Havemeyer Place’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	-649	Closed	-$216K	–	616
2025 Q4	$216K	Buy	+649	New	+$206K	0.04%	419

Other funds holding LAD

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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 $3.38T AUM 44.17% 1-Year Est. Return

RRAM

River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return

Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return

Havemeyer Place's LAD Position: Q1 2026 in Review

Havemeyer Place sold out of Lithia Motors (LAD) in Q1 2026, closing a stake of 649 shares — an estimated $216K sold.

Havemeyer Place first reported a position in LAD in Q4 2025 and held it in 1 quarter. The position peaked at $216K in Q4 2025. 436 funds tracked by Wall St. Rank hold LAD as of Q1 2026.

Havemeyer Place reported no remaining Lithia Motors position as of Q1 2026 after selling out during the quarter.
Havemeyer Place sold 649 Lithia Motors shares in Q1 2026, an estimated $216K.
Havemeyer Place first reported a position in Lithia Motors in Q4 2025 and held it in 1 quarter.
Havemeyer Place's Lithia Motors position peaked at $216K in Q4 2025.
436 funds tracked by Wall St. Rank held Lithia Motors as of Q1 2026.

Based on Havemeyer Place's 13F filing for Q1 2026, filed 13 May 2026.