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Isthmus Partners’s Lithia Motors LAD Stock Holding History

Isthmus 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
2025
Q1 		– Sell
-1,147
Closed -$410K – 223
2024
Q4 		$410K Buy
1,147
+50
+5% +$17.6K 0.05% 155
2024
Q3 		$348K Buy
1,097
+166
+18% +$46.3K 0.04% 163
2024
Q2 		$235K Buy
931
+61
+7% +$16K 0.03% 185
2024
Q1 		$262K Hold
870
– – 0.03% 184
2023
Q4 		$286K Buy
+870
New +$239K 0.04% 165

Other funds holding LAD

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return
LAM
Lyrical Asset Management New York $6.56B AUM 20.06% 1-Year Est. Return
CM
Conifer Management New York $524M AUM 14.11% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Isthmus Partners's LAD Position: Q1 2025 in Review

Isthmus Partners sold out of Lithia Motors (LAD) in Q1 2025, closing a stake of 1,147 shares — an estimated $410K sold.

Isthmus Partners first reported a position in LAD in Q4 2023 and held it in 5 quarters. The position peaked at $410K in Q4 2024. 471 funds tracked by Wall St. Rank hold LAD as of Q1 2025.

  • Isthmus Partners reported no remaining Lithia Motors position as of Q1 2025 after selling out during the quarter.
  • Isthmus Partners sold 1,147 Lithia Motors shares in Q1 2025, an estimated $410K.
  • Isthmus Partners first reported a position in Lithia Motors in Q4 2023 and held it in 5 quarters.
  • Isthmus Partners's Lithia Motors position peaked at $410K in Q4 2024.
  • 471 funds tracked by Wall St. Rank held Lithia Motors as of Q1 2025.

Based on Isthmus Partners's 13F filing for Q1 2025, filed 1 May 2025.