LI
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LRI Investments’s Lithia Motors LAD Stock Holding History

LRI Investments’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 		$7.55K Buy
26
+2
+8% +$568 ﹤0.01% 1039
2026
Q1 		$5.99K Buy
+24
New +$7.13K ﹤0.01% 1036

Other funds holding LAD

RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.65B AUM 9.66% 1-Year Est. Return
CC
Chicago Capital Chicago, Illinois $4.15B AUM 31.09% 1-Year Est. Return
HAI
Hennessy Advisors Inc Novato, California $3.13B AUM 77.26% 1-Year Est. Return
IAM
Iridian Asset Management Westport, Connecticut $291M AUM 49.45% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return
CCM
Channing Capital Management Chicago, Illinois $4.34B AUM 37.08% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
HA
Harfst & Associates Sheridan, Wyoming $643M AUM 24.12% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

LRI Investments's LAD Position: Q2 2026 in Review

LRI Investments increased its Lithia Motors (LAD) stake by 8.3% in Q2 2026, buying an estimated $568 and bringing the position to 26 shares worth $7.55K. The position accounts for ﹤0.01% of the portfolio, ranked #1039.

LRI Investments first reported a position in LAD in Q1 2026 and has held it in 2 quarters since. 136 funds tracked by Wall St. Rank hold LAD as of Q2 2026.

  • LRI Investments held 26 shares of Lithia Motors worth $7.55K as of Q2 2026.
  • LRI Investments bought 2 Lithia Motors shares in Q2 2026, an estimated $568.
  • Lithia Motors made up ﹤0.01% of LRI Investments's portfolio in Q2 2026, its #1039 holding.
  • LRI Investments first reported a position in Lithia Motors in Q1 2026 and has held it in 2 quarters since.
  • 136 funds tracked by Wall St. Rank held Lithia Motors as of Q2 2026.

Based on LRI Investments's 13F filing for Q2 2026, filed 14 Jul 2026.