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JB Capital’s Lithia Motors LAD Stock Holding History

JB 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
2026
Q2 		$679K Sell
2,338
-3,435
-60% -$976K 0.02% 167
2026
Q1 		$1.44M Sell
5,773
-2,612
-31% -$776K 0.06% 122
2025
Q4 		$2.79M Sell
8,385
-1,082
-11% -$344K 0.11% 98
2025
Q3 		$2.99M Sell
9,467
-284
-3% -$91.6K 0.13% 88
2025
Q2 		$3.29M Sell
9,751
-67
-0.7% -$20.7K 0.16% 74
2025
Q1 		$2.88M Buy
+9,818
New +$3.34M 0.16% 80

Other funds holding LAD

ACM
Abrams Capital Management Boston, Massachusetts $5.48B AUM 3.63% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 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
LAM
Lyrical Asset Management New York $7.88B AUM 36.5% 1-Year Est. Return

JB Capital's LAD Position: Q2 2026 in Review

JB Capital reduced its Lithia Motors (LAD) stake by 60% in Q2 2026, selling an estimated $976K and leaving 2,338 shares worth $679K. The position accounts for 0.02% of the portfolio, ranked #167.

JB Capital first reported a position in LAD in Q1 2025 and has held it in 6 quarters since. The position peaked at $3.29M in Q2 2025. 443 funds tracked by Wall St. Rank hold LAD as of Q2 2026.

  • JB Capital held 2,338 shares of Lithia Motors worth $679K as of Q2 2026.
  • JB Capital sold 3,435 Lithia Motors shares in Q2 2026, an estimated $976K.
  • Lithia Motors made up 0.02% of JB Capital's portfolio in Q2 2026, its #167 holding.
  • JB Capital first reported a position in Lithia Motors in Q1 2025 and has held it in 6 quarters since.
  • JB Capital's Lithia Motors position peaked at $3.29M in Q2 2025.
  • 443 funds tracked by Wall St. Rank held Lithia Motors as of Q2 2026.

Based on JB Capital's 13F filing for Q2 2026, filed 29 Jul 2026.