James T. Borello
LAD icon

James T. Borello’s Lithia Motors LAD Stock Holding History

James T. Borello’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
Q3 		$2.04K Hold
7
– – ﹤0.01% 919
2026
Q2 		$2.03K Buy
+7
New +$1.99K ﹤0.01% 943
2026
Q1 		– Sell
-3
Closed -$997 – 1226
2025
Q4 		$997 Buy
+3
New +$953 ﹤0.01% 876

Other funds holding LAD

Chicago Capital
Chicago Capital Chicago, Illinois $4.32B AUM 31.14% 1-Year Est. Return
Cooke & Bieler
Cooke & Bieler Philadelphia, Pennsylvania $6.36B AUM 0.55% 1-Year Est. Return
Hennessy Advisors Inc
Hennessy Advisors Inc Novato, California $2.66B AUM 26.6% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return
Iridian Asset Management
Iridian Asset Management Westport, Connecticut $275M AUM 37.66% 1-Year Est. Return
Bridge City Capital
Bridge City Capital Lake Oswego, Oregon $480M AUM 47.16% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Harfst & Associates
Harfst & Associates Sheridan, Wyoming $667M AUM 13.29% 1-Year Est. Return
Sendero Wealth Management
Sendero Wealth Management San Antonio, Texas $1B AUM 21.35% 1-Year Est. Return
Amalgamated Bank
Amalgamated Bank New York $14.3B AUM 35.81% 1-Year Est. Return

James T. Borello's LAD Position: Q3 2026 in Review

James T. Borello held its Lithia Motors (LAD) position steady in Q3 2026 at 7 shares worth $2.04K. The position accounts for ﹤0.01% of the portfolio, ranked #919.

James T. Borello first reported a position in LAD in Q4 2025 and has held it in 3 quarters since. 124 funds tracked by Wall St. Rank hold LAD as of Q3 2026.

  • James T. Borello held 7 shares of Lithia Motors worth $2.04K as of Q3 2026.
  • James T. Borello left its Lithia Motors share count unchanged in Q3 2026.
  • Lithia Motors made up ﹤0.01% of James T. Borello's portfolio in Q3 2026, its #919 holding.
  • James T. Borello first reported a position in Lithia Motors in Q4 2025 and has held it in 3 quarters since.
  • 124 funds tracked by Wall St. Rank held Lithia Motors as of Q3 2026.

Based on James T. Borello's 13F filing for Q3 2026, filed 16 Oct 2026.