Hook Mill Capital Partners’s Lithia Motors LAD Stock Holding History

Hook Mill Capital Partners’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	-111,458	Closed	-$37M	–	42
2025 Q4	$37M	Buy	111,458 +19,276	+21%	+$6.12M	3.49%	11
2025 Q3	$29.1M	Buy	+92,182	New	+$29.7M	2.66%	15
2025 Q1	–	Sell	-49,358	Closed	-$17.6M	–	45
2024 Q4	$17.6M	Buy	+49,358	New	+$17.4M	1.8%	25
2023 Q4	–	Sell	-11,027	Closed	-$3.26M	–	39
2023 Q3	$3.26M	Sell	11,027 -4,019	-27%	-$1.22M	1.27%	29
2023 Q2	$4.58M	Buy	+15,046	New	+$3.6M	2.73%	18

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 $3.37T 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 Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return

Hook Mill Capital Partners's LAD Position: Q1 2026 in Review

Hook Mill Capital Partners sold out of Lithia Motors (LAD) in Q1 2026, closing a stake of 111,458 shares — an estimated $37M sold.

Hook Mill Capital Partners first reported a position in LAD in Q2 2023 and held it in 5 quarters. The position peaked at $37M in Q4 2025. 436 funds tracked by Wall St. Rank hold LAD as of Q1 2026.

Hook Mill Capital Partners reported no remaining Lithia Motors position as of Q1 2026 after selling out during the quarter.
Hook Mill Capital Partners sold 111,458 Lithia Motors shares in Q1 2026, an estimated $37M.
Hook Mill Capital Partners first reported a position in Lithia Motors in Q2 2023 and held it in 5 quarters.
Hook Mill Capital Partners's Lithia Motors position peaked at $37M in Q4 2025.
436 funds tracked by Wall St. Rank held Lithia Motors as of Q1 2026.

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