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Jefferies Financial Group’s Lithia Motors LAD Stock Holding History

Jefferies Financial Group’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
-2,106
Closed -$700K – 1998
2025
Q4 		$700K Buy
+2,106
New +$669K ﹤0.01% 1235
2025
Q3 		– Sell
-1,653
Closed -$558K – 1573
2025
Q2 		$558K Buy
+1,653
New +$511K ﹤0.01% 876
2024
Q4 		– Sell
-42,198
Closed -$13.4M – 1709
2024
Q3 		$13.4M Buy
+42,198
New +$11.8M 0.1% 131

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 $3.38T AUM 44.17% 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

Jefferies Financial Group's LAD Position: Q1 2026 in Review

Jefferies Financial Group sold out of Lithia Motors (LAD) in Q1 2026, closing a stake of 2,106 shares — an estimated $700K sold.

Jefferies Financial Group first reported a position in LAD in Q3 2024 and held it in 3 quarters. The position peaked at $13.4M in Q3 2024. 436 funds tracked by Wall St. Rank hold LAD as of Q1 2026.

  • Jefferies Financial Group reported no remaining Lithia Motors position as of Q1 2026 after selling out during the quarter.
  • Jefferies Financial Group sold 2,106 Lithia Motors shares in Q1 2026, an estimated $700K.
  • Jefferies Financial Group first reported a position in Lithia Motors in Q3 2024 and held it in 3 quarters.
  • Jefferies Financial Group's Lithia Motors position peaked at $13.4M in Q3 2024.
  • 436 funds tracked by Wall St. Rank held Lithia Motors as of Q1 2026.

Based on Jefferies Financial Group's 13F filing for Q1 2026, filed 8 May 2026.