John Overdeck’s Lithia Motors LAD Stock Holding History

John Overdeck’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	–	Sell	-1,200	Closed	-$300K	–	5269
2026 Q1	$300K	Buy	+1,200	New	+$356K	﹤0.01%	4077
2022 Q1	–	Sell	-10,400	Closed	-$3.09M	–	3547
2021 Q4	$3.09M	Buy	10,400 +6,400	+160%	+$1.98M	0.01%	1553
2021 Q3	$1.27M	Buy	4,000 +2,000	+100%	+$696K	﹤0.01%	2392
2021 Q2	$687K	Sell	2,000 -3,700	-65%	-$1.34M	﹤0.01%	2821
2021 Q1	$2.22M	Buy	5,700 +4,700	+470%	+$1.69M	0.01%	1617
2020 Q4	$293K	Buy	+1,000	New	+$274K	﹤0.01%	2881

Other funds holding LAD

ACM

Abrams Capital Management Boston, Massachusetts $5.48B AUM 3.63% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

John Overdeck's LAD Position: Q2 2026 in Review

John Overdeck reduced its Lithia Motors (LAD) stake by 21% in Q2 2026, selling an estimated $654K and leaving 8,600 shares worth $2.5M. The position accounts for ﹤0.01% of the portfolio, ranked #2802.

John Overdeck first reported a position in LAD in Q2 2013 and has held it in 17 quarters since. The position peaked at $13.1M in Q4 2025. 440 funds tracked by Wall St. Rank hold LAD as of Q2 2026.

John Overdeck held 8,600 shares of Lithia Motors worth $2.5M as of Q2 2026.
John Overdeck sold 2,300 Lithia Motors shares in Q2 2026, an estimated $654K.
Lithia Motors made up ﹤0.01% of John Overdeck's portfolio in Q2 2026, its #2802 holding.
John Overdeck first reported a position in Lithia Motors in Q2 2013 and has held it in 17 quarters since.
John Overdeck's Lithia Motors position peaked at $13.1M in Q4 2025.
440 funds tracked by Wall St. Rank held Lithia Motors as of Q2 2026.

Based on Two Sigma Investments's 13F filing for Q2 2026, filed 14 Aug 2026.