Holocene Advisors
LAD icon

Holocene Advisors’s Lithia Motors LAD Stock Holding History

Holocene 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
Q1 		$3.75M Buy
+15,025
New +$4.46M 0.01% 453
2025
Q4 		– Sell
-49,576
Closed -$15.7M – 823
2025
Q3 		$15.7M Buy
49,576
+10,906
+28% +$3.52M 0.04% 278
2025
Q2 		$13.1M Buy
38,670
+10,492
+37% +$3.25M 0.03% 262
2025
Q1 		$8.27M Sell
28,178
-175,838
-86% -$59.9M 0.02% 300
2024
Q4 		$72.9M Buy
204,016
+181,867
+821% +$64.1M 0.23% 126
2024
Q3 		$7.04M Buy
22,149
+9,265
+72% +$2.58M 0.03% 295
2024
Q2 		$3.25M Buy
12,884
+2,382
+23% +$624K 0.01% 410
2024
Q1 		$3.16M Buy
+10,502
New +$3.1M 0.01% 498
2023
Q4 		– Sell
-11,613
Closed -$3.43M – 770
2023
Q3 		$3.43M Buy
+11,613
New +$3.54M 0.02% 447
2023
Q2 		– Sell
-5,209
Closed -$1.19M – 790
2023
Q1 		$1.19M Buy
+5,209
New +$1.27M 0.01% 564
2022
Q3 		– Sell
-9,615
Closed -$2.64M – 887
2022
Q2 		$2.64M Buy
9,615
+3,707
+63% +$1.08M 0.02% 474
2022
Q1 		$1.77M Sell
5,908
-3,452
-37% -$1.08M 0.01% 559
2021
Q4 		$2.78M Buy
+9,360
New +$2.89M 0.01% 448
2020
Q1 		– Sell
-14,548
Closed -$2.14M – 755
2019
Q4 		$2.14M Buy
+14,548
New +$2.19M 0.02% 375
2019
Q3 		– Sell
-4,148
Closed -$493K – 788
2019
Q2 		$493K Sell
4,148
-4,636
-53% -$513K 0.01% 463
2019
Q1 		$815K Sell
8,784
-222
-2% -$19.3K 0.01% 298
2018
Q4 		$687K Sell
9,006
-5,958
-40% -$471K 0.01% 346
2018
Q3 		$1.22M Buy
14,964
+9,856
+193% +$869K 0.02% 195
2018
Q2 		$483K Buy
+5,108
New +$506K 0.01% 304

Other funds holding LAD

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
ACM
Abrams Capital Management Boston, Massachusetts $4.64B AUM 1.52% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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 $32.4B AUM 17.21% 1-Year Est. Return

Holocene Advisors's LAD Position: Q1 2026 in Review

Holocene Advisors opened a new position in Lithia Motors (LAD) in Q1 2026: 15,025 shares worth $3.75M. The stake represents 0.01% of the portfolio and ranks #453 among its holdings. This is a return to the name: Holocene Advisors previously reported a position in LAD as recently as Q3 2025.

Holocene Advisors first reported a position in LAD in Q2 2018 and has held it in 19 quarters since. The position peaked at $72.9M in Q4 2024. 432 funds tracked by Wall St. Rank hold LAD as of Q1 2026.

  • Holocene Advisors held 15,025 shares of Lithia Motors worth $3.75M as of Q1 2026.
  • Lithia Motors was a new Holocene Advisors position in Q1 2026.
  • Lithia Motors made up 0.01% of Holocene Advisors's portfolio in Q1 2026, its #453 holding.
  • Holocene Advisors first reported a position in Lithia Motors in Q2 2018 and has held it in 19 quarters since.
  • Holocene Advisors's Lithia Motors position peaked at $72.9M in Q4 2024.
  • 432 funds tracked by Wall St. Rank held Lithia Motors as of Q1 2026.

Based on Holocene Advisors's 13F filing for Q1 2026, filed 15 May 2026.