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iSAM Funds (UK)’s Lithia Motors LAD Stock Holding History

iSAM Funds (UK)’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
-888
Closed -$295K – 380
2025
Q4 		$295K Buy
+888
New +$282K 0.11% 228
2025
Q3 		– Sell
-2,065
Closed -$698K – 733
2025
Q2 		$698K Buy
+2,065
New +$639K 0.15% 209
2024
Q2 		– Sell
-953
Closed -$287K – 294
2024
Q1 		$287K Buy
+953
New +$282K 0.16% 186

Other funds holding LAD

BlackRock
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
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
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
Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return

iSAM Funds (UK)'s LAD Position: Q1 2026 in Review

iSAM Funds (UK) sold out of Lithia Motors (LAD) in Q1 2026, closing a stake of 888 shares — an estimated $295K sold.

iSAM Funds (UK) first reported a position in LAD in Q1 2024 and held it in 3 quarters. The position peaked at $698K in Q2 2025. 436 funds tracked by Wall St. Rank hold LAD as of Q1 2026.

  • iSAM Funds (UK) reported no remaining Lithia Motors position as of Q1 2026 after selling out during the quarter.
  • iSAM Funds (UK) sold 888 Lithia Motors shares in Q1 2026, an estimated $295K.
  • iSAM Funds (UK) first reported a position in Lithia Motors in Q1 2024 and held it in 3 quarters.
  • iSAM Funds (UK)'s Lithia Motors position peaked at $698K in Q2 2025.
  • 436 funds tracked by Wall St. Rank held Lithia Motors as of Q1 2026.

Based on iSAM Funds (UK)'s 13F filing for Q1 2026, filed 13 May 2026.