Inscription Capital’s Lithia Motors LAD Stock Holding History

Inscription 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
2025 Q4	–	Sell	-975	Closed	-$308K	–	713
2025 Q3	$308K	Buy	+975	New	+$315K	0.03%	480

Other funds holding LAD

ACM

Abrams Capital Management Boston, Massachusetts $4.64B AUM 1.52% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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 Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return

LAM

Lyrical Asset Management New York $6.56B AUM 20.06% 1-Year Est. Return

Inscription Capital's LAD Position: Q4 2025 in Review

Inscription Capital sold out of Lithia Motors (LAD) in Q4 2025, closing a stake of 975 shares — an estimated $308K sold.

Inscription Capital first reported a position in LAD in Q3 2025 and held it in 1 quarter. The position peaked at $308K in Q3 2025. 478 funds tracked by Wall St. Rank hold LAD as of Q4 2025.

Inscription Capital reported no remaining Lithia Motors position as of Q4 2025 after selling out during the quarter.
Inscription Capital sold 975 Lithia Motors shares in Q4 2025, an estimated $308K.
Inscription Capital first reported a position in Lithia Motors in Q3 2025 and held it in 1 quarter.
Inscription Capital's Lithia Motors position peaked at $308K in Q3 2025.
478 funds tracked by Wall St. Rank held Lithia Motors as of Q4 2025.

Based on Inscription Capital's 13F filing for Q4 2025, filed 29 Jan 2026.