Kennedy Capital Management’s Lithia Motors LAD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $4.85M | Sell |
19,425
-438
| -2% | -$130K | 0.1% | 302 |
|
|
2025
Q4 | $6.6M | Sell |
19,863
-587
| -3% | -$186K | 0.14% | 237 |
|
|
2025
Q3 | $6.46M | Sell |
20,450
-3,449
| -14% | -$1.11M | 0.14% | 248 |
|
|
2025
Q2 | $8.07M | Sell |
23,899
-4,096
| -15% | -$1.27M | 0.19% | 191 |
|
|
2025
Q1 | $8.22M | Sell |
27,995
-29,986
| -52% | -$10.2M | 0.2% | 177 |
|
|
2024
Q4 | $20.7M | Sell |
57,981
-8,806
| -13% | -$3.1M | 0.46% | 33 |
|
|
2024
Q3 | $21.2M | Sell |
66,787
-12,909
| -16% | -$3.6M | 0.47% | 27 |
|
|
2024
Q2 | $20.1M | Sell |
79,696
-23,949
| -23% | -$6.27M | 0.43% | 40 |
|
|
2024
Q1 | $31.2M | Sell |
103,645
-23,220
| -18% | -$6.86M | 0.64% | 7 |
|
|
2023
Q4 | $41.8M | Buy |
126,865
+802
| +0.6% | +$220K | 0.91% | 2 |
|
|
2023
Q3 | $37.2M | Buy |
126,063
+455
| +0.4% | +$139K | 0.91% | 2 |
|
|
2023
Q2 | $38.2M | Buy |
125,608
+27,342
| +28% | +$6.55M | 0.89% | 4 |
|
|
2023
Q1 | $22.5M | Buy |
98,266
+1,526
| +2% | +$371K | 0.66% | 15 |
|
|
2022
Q4 | $19.8M | Buy |
96,740
+26,272
| +37% | +$5.61M | 0.56% | 24 |
|
|
2022
Q3 | $15.1M | Buy |
70,468
+1,126
| +2% | +$294K | 0.45% | 44 |
|
|
2022
Q2 | $19.1M | Buy |
69,342
+448
| +0.7% | +$131K | 0.53% | 31 |
|
|
2022
Q1 | $20.7M | Buy |
68,894
+1,400
| +2% | +$437K | 0.49% | 39 |
|
|
2021
Q4 | $20M | Sell |
67,494
-1,957
| -3% | -$605K | 0.42% | 51 |
|
|
2021
Q3 | $22M | Sell |
69,451
-1,043
| -1% | -$363K | 0.49% | 26 |
|
|
2021
Q2 | $24.2M | Buy |
70,494
+17,543
| +33% | +$6.34M | 0.52% | 19 |
|
|
2021
Q1 | $20.7M | Sell |
52,951
-1,698
| -3% | -$610K | 0.42% | 41 |
|
|
2020
Q4 | $16M | Buy |
54,649
+1,497
| +3% | +$409K | 0.36% | 60 |
|
|
2020
Q3 | $12.1M | Sell |
53,152
-53,366
| -50% | -$12M | 0.35% | 62 |
|
|
2020
Q2 | $16.1M | Buy |
+106,518
| New | +$12.2M | 0.47% | 23 |
|
|
2019
Q4 | – | Sell |
-22,807
| Closed | -$3.02M | – | 708 |
|
|
2019
Q3 | $3.02M | Sell |
22,807
-22,803
| -50% | -$2.91M | 0.07% | 457 |
|
|
2019
Q2 | $5.42M | Sell |
45,610
-1,831
| -4% | -$203K | 0.13% | 296 |
|
|
2019
Q1 | $4.4M | Sell |
47,441
-2,197
| -4% | -$191K | 0.1% | 372 |
|
|
2018
Q4 | $3.79M | Sell |
49,638
-68,127
| -58% | -$5.39M | 0.09% | 394 |
|
|
2018
Q3 | $9.62M | Sell |
117,765
-22,152
| -16% | -$1.95M | 0.18% | 190 |
|
|
2018
Q2 | $13.2M | Buy |
139,917
+1,944
| +1% | +$193K | 0.25% | 102 |
|
|
2018
Q1 | $13.9M | Sell |
137,973
-17,279
| -11% | -$1.95M | 0.27% | 86 |
|
|
2017
Q4 | $17.6M | Sell |
155,252
-42,081
| -21% | -$4.89M | 0.32% | 63 |
|
|
2017
Q3 | $23.7M | Sell |
197,333
-39,743
| -17% | -$4.16M | 0.43% | 30 |
|
|
2017
Q2 | $22.3M | Sell |
237,076
-88,725
| -27% | -$8.02M | 0.43% | 31 |
|
|
2017
Q1 | $27.9M | Sell |
325,801
-5,521
| -2% | -$535K | 0.49% | 20 |
|
|
2016
Q4 | $32.1M | Sell |
331,322
-10,472
| -3% | -$960K | 0.56% | 9 |
|
|
2016
Q3 | $32.6M | Sell |
341,794
-4,005
| -1% | -$337K | 0.63% | 3 |
|
|
2016
Q2 | $24.6M | Buy |
345,799
+58,255
| +20% | +$4.67M | 0.5% | 19 |
|
|
2016
Q1 | $25.1M | Buy |
287,544
+138,084
| +92% | +$11.9M | 0.51% | 20 |
|
|
2015
Q4 | $15.9M | Sell |
149,460
-81,915
| -35% | -$9.41M | 0.32% | 68 |
|
|
2015
Q3 | $25M | Sell |
231,375
-46,356
| -17% | -$5.2M | 0.51% | 22 |
|
|
2015
Q2 | $31.4M | Sell |
277,731
-51,277
| -16% | -$5.46M | 0.56% | 12 |
|
|
2015
Q1 | $32.7M | Sell |
329,008
-8,765
| -3% | -$788K | 0.57% | 11 |
|
|
2014
Q4 | $29.3M | Buy |
337,773
+21,587
| +7% | +$1.67M | 0.54% | 11 |
|
|
2014
Q3 | $23.9M | Buy |
316,186
+81,943
| +35% | +$7.25M | 0.47% | 22 |
|
|
2014
Q2 | $22M | Sell |
234,243
-27,744
| -11% | -$2.12M | 0.41% | 30 |
|
|
2014
Q1 | $17.4M | Buy |
261,987
+81,514
| +45% | +$5.09M | 0.33% | 72 |
|
|
2013
Q4 | $12.5M | Buy |
180,473
+89,321
| +98% | +$6M | 0.23% | 135 |
|
|
2013
Q3 | $6.65M | Buy |
91,152
+1,418
| +2% | +$92.7K | 0.13% | 293 |
|
|
2013
Q2 | $4.78M | Buy |
+89,734
| New | +$4.51M | 0.1% | 363 |
|
Other funds holding LAD
ACM
VPM
VCM
RRAM
Kennedy Capital Management's LAD Position: Q1 2026 in Review
Kennedy Capital Management reduced its Lithia Motors (LAD) stake by 2.2% in Q1 2026, selling an estimated $130K and leaving 19,425 shares worth $4.85M. The position accounts for 0.1% of the portfolio, ranked #302.
Kennedy Capital Management first reported a position in LAD in Q2 2013 and has held it in 50 quarters since. The position peaked at $41.8M in Q4 2023. 432 funds tracked by Wall St. Rank hold LAD as of Q1 2026.
- Kennedy Capital Management held 19,425 shares of Lithia Motors worth $4.85M as of Q1 2026.
- Kennedy Capital Management sold 438 Lithia Motors shares in Q1 2026, an estimated $130K.
- Lithia Motors made up 0.1% of Kennedy Capital Management's portfolio in Q1 2026, its #302 holding.
- Kennedy Capital Management first reported a position in Lithia Motors in Q2 2013 and has held it in 50 quarters since.
- Kennedy Capital Management's Lithia Motors position peaked at $41.8M in Q4 2023.
- 432 funds tracked by Wall St. Rank held Lithia Motors as of Q1 2026.
Based on Kennedy Capital Management's 13F filing for Q1 2026, filed 13 May 2026.