Lyrical Asset Management’s Lithia Motors LAD Stock Holding History

Lyrical Asset 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 Q1	$115M	Sell	460,622 -15,120	-3%	-$4.49M	1.75%	26
2025 Q4	$158M	Sell	475,742 -28,674	-6%	-$9.1M	2.07%	23
2025 Q3	$159M	Buy	504,416 +34,700	+7%	+$11.2M	2.25%	19
2025 Q2	$159M	Sell	469,716 -33,322	-7%	-$10.3M	2.29%	19
2025 Q1	$148M	Sell	503,038 -7,350	-1%	-$2.5M	2.24%	21
2024 Q4	$182M	Buy	510,388 +11,674	+2%	+$4.11M	2.7%	18
2024 Q3	$158M	Sell	498,714 -22,191	-4%	-$6.19M	2.31%	22
2024 Q2	$132M	Sell	520,905 -10,987	-2%	-$2.88M	2.11%	23
2024 Q1	$160M	Buy	531,892 +17,385	+3%	+$5.14M	2.38%	21
2023 Q4	$169M	Sell	514,507 -12,445	-2%	-$3.41M	2.76%	17
2023 Q3	$156M	Buy	526,952 +1,865	+0.4%	+$568K	2.94%	14
2023 Q2	$160M	Sell	525,087 -29,345	-5%	-$7.03M	2.99%	13
2023 Q1	$127M	Sell	554,432 -11,789	-2%	-$2.87M	2.47%	20
2022 Q4	$121M	Sell	566,221 -34,396	-6%	-$7.35M	2.57%	19
2022 Q3	$129M	Sell	600,617 -85,082	-12%	-$22.2M	2.67%	19
2022 Q2	$188M	Sell	685,699 -41,477	-6%	-$12.1M	3.28%	13
2022 Q1	$218M	Buy	727,176 +19,211	+3%	+$6M	3.02%	16
2021 Q4	$210M	Sell	707,965 -54,726	-7%	-$16.9M	2.82%	18
2021 Q3	$242M	Buy	762,691 +264,771	+53%	+$92.2M	3.1%	15
2021 Q2	$171M	Sell	497,920 -39,218	-7%	-$14.2M	2.07%	25
2021 Q1	$210M	Buy	+537,138	New	+$193M	2.46%	19

Other funds holding LAD

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Abrams Capital Management Boston, Massachusetts $4.64B AUM 1.52% 1-Year Est. Return

Harris Associates

Harris Associates Chicago, Illinois $74.9B AUM 11.27% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

River Road Asset Management Louisville, Kentucky $8.82B AUM 7.52% 1-Year Est. Return

Hotchkis & Wiley Capital Management

Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return