Legato Capital Management’s Lithia Motors LAD Stock Holding History

Legato Capital Management’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	$748K	Buy	2,576 +459	+22%	+$130K	0.06%	441
2026 Q1	$529K	Hold	2,117	–	–	0.05%	526
2025 Q4	$704K	Sell	2,117 -1,961	-48%	-$623K	0.06%	455
2025 Q3	$1.29M	Hold	4,078	–	–	0.14%	231
2025 Q2	$1.38M	Hold	4,078	–	–	0.16%	194
2025 Q1	$1.2M	Sell	4,078 -51	-1%	-$17.4K	0.16%	203
2024 Q4	$1.48M	Hold	4,129	–	–	0.19%	181
2024 Q3	$1.31M	Hold	4,129	–	–	0.16%	223
2024 Q2	$1.04M	Hold	4,129	–	–	0.14%	242
2024 Q1	$1.24M	Hold	4,129	–	–	0.15%	226
2023 Q4	$1.36M	Buy	4,129 +575	+16%	+$158K	0.18%	182
2023 Q3	$1.05M	Sell	3,554 -793	-18%	-$242K	0.15%	232
2023 Q2	$1.32M	Hold	4,347	–	–	0.18%	188
2023 Q1	$995K	Hold	4,347	–	–	0.18%	194
2022 Q4	$890K	Buy	+4,347	New	+$929K	0.17%	199
2018 Q1	–	Sell	-10,079	Closed	-$1.15M	–	170
2017 Q4	$1.15M	Hold	10,079	–	–	0.16%	141
2017 Q3	$1.21M	Hold	10,079	–	–	0.18%	135
2017 Q2	$950K	Buy	10,079 +9,061	+890%	+$819K	0.41%	67
2017 Q1	$87K	Hold	1,018	–	–	0.1%	32
2016 Q4	$98.6K	Buy	+1,018	New	+$93.3K	1.78%	10

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

Legato Capital Management's LAD Position: Q2 2026 in Review

Legato Capital Management increased its Lithia Motors (LAD) stake by 22% in Q2 2026, buying an estimated $130K and bringing the position to 2,576 shares worth $748K. The position accounts for 0.06% of the portfolio, ranked #441.

Legato Capital Management first reported a position in LAD in Q4 2016 and has held it in 20 quarters since. The position peaked at $1.48M in Q4 2024. 444 funds tracked by Wall St. Rank hold LAD as of Q2 2026.

Legato Capital Management held 2,576 shares of Lithia Motors worth $748K as of Q2 2026.
Legato Capital Management bought 459 Lithia Motors shares in Q2 2026, an estimated $130K.
Lithia Motors made up 0.06% of Legato Capital Management's portfolio in Q2 2026, its #441 holding.
Legato Capital Management first reported a position in Lithia Motors in Q4 2016 and has held it in 20 quarters since.
Legato Capital Management's Lithia Motors position peaked at $1.48M in Q4 2024.
444 funds tracked by Wall St. Rank held Lithia Motors as of Q2 2026.

Based on Legato Capital Management's 13F filing for Q2 2026, filed 6 Aug 2026.