Kensico Capital Management’s Lithia Motors LAD Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-113,000	Closed	-$33.4M	–	27
2023 Q3	$33.4M	Buy	113,000 +33,000	+41%	+$9.75M	1.41%	20
2023 Q2	$24.3M	Buy	+80,000	New	+$24.3M	0.98%	23