IAM
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Iridian Asset Management’s Lithia Motors LAD Stock Holding History

Iridian Asset Management’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 		$16.4M Buy
65,587
+18,405
+39% +$5.47M 6.64% 5
2025
Q4 		$15.7M Sell
47,182
-116
-0.2% -$36.8K 5.77% 5
2025
Q3 		$14.9M Sell
47,298
-6,073
-11% -$1.96M 5.88% 6
2025
Q2 		$18M Sell
53,371
-8,053
-13% -$2.49M 6.24% 6
2025
Q1 		$18M Buy
61,424
+7,575
+14% +$2.58M 5.65% 7
2024
Q4 		$19.2M Sell
53,849
-11,792
-18% -$4.15M 5.12% 6
2024
Q3 		$20.9M Sell
65,641
-7,399
-10% -$2.06M 4.46% 5
2024
Q2 		$18.4M Buy
73,040
+4,203
+6% +$1.1M 4.16% 8
2024
Q1 		$20.7M Buy
68,837
+6,171
+10% +$1.82M 4.06% 7
2023
Q4 		$20.6M Sell
62,666
-7,875
-11% -$2.16M 3.74% 9
2023
Q3 		$20.8M Sell
70,541
-47,310
-40% -$14.4M 4.22% 8
2023
Q2 		$35.8M Sell
117,851
-31,887
-21% -$7.64M 3.34% 11
2023
Q1 		$34.3M Sell
149,738
-30,089
-17% -$7.32M 2.81% 12
2022
Q4 		$36.8M Buy
179,827
+35,545
+25% +$7.6M 3.55% 10
2022
Q3 		$31M Sell
144,282
-14,550
-9% -$3.8M 3.07% 12
2022
Q2 		$43.6M Buy
158,832
+208
+0.1% +$60.6K 3.57% 11
2022
Q1 		$47.6M Sell
158,624
-5,920
-4% -$1.85M 3.31% 9
2021
Q4 		$48.9M Sell
164,544
-91,418
-36% -$28.2M 2.99% 13
2021
Q3 		$81.2M Buy
255,962
+10,250
+4% +$3.57M 2.48% 17
2021
Q2 		$84.4M Buy
245,712
+69,390
+39% +$25.1M 1.48% 34
2021
Q1 		$68.8M Sell
176,322
-41,010
-19% -$14.7M 1.17% 40
2020
Q4 		$63.6M Buy
+217,332
New +$59.5M 1.16% 36

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

Iridian Asset Management's LAD Position: Q1 2026 in Review

Iridian Asset Management increased its Lithia Motors (LAD) stake by 39% in Q1 2026, buying an estimated $5.47M and bringing the position to 65,587 shares worth $16.4M. The position accounts for 6.64% of the portfolio, ranked #5.

Iridian Asset Management first reported a position in LAD in Q4 2020 and has held it in 22 quarters since. The position peaked at $84.4M in Q2 2021. 433 funds tracked by Wall St. Rank hold LAD as of Q1 2026.

  • Iridian Asset Management held 65,587 shares of Lithia Motors worth $16.4M as of Q1 2026.
  • Iridian Asset Management bought 18,405 Lithia Motors shares in Q1 2026, an estimated $5.47M.
  • Lithia Motors made up 6.64% of Iridian Asset Management's portfolio in Q1 2026, its #5 holding.
  • Iridian Asset Management first reported a position in Lithia Motors in Q4 2020 and has held it in 22 quarters since.
  • Iridian Asset Management's Lithia Motors position peaked at $84.4M in Q2 2021.
  • 433 funds tracked by Wall St. Rank held Lithia Motors as of Q1 2026.

Based on Iridian Asset Management's 13F filing for Q1 2026, filed 24 Apr 2026.