LAM
LAD icon

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
Q2 		$145M Buy
498,050
+37,428
+8% +$10.6M 1.84% 24
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

ACM
Abrams Capital Management Boston, Massachusetts $5.48B AUM 3.63% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
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
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return

Lyrical Asset Management's LAD Position: Q2 2026 in Review

Lyrical Asset Management increased its Lithia Motors (LAD) stake by 8.1% in Q2 2026, buying an estimated $10.6M and bringing the position to 498,050 shares worth $145M. The position accounts for 1.84% of the portfolio, ranked #24.

Lyrical Asset Management first reported a position in LAD in Q1 2021 and has held it in 22 quarters since. The position peaked at $242M in Q3 2021. 443 funds tracked by Wall St. Rank hold LAD as of Q2 2026.

  • Lyrical Asset Management held 498,050 shares of Lithia Motors worth $145M as of Q2 2026.
  • Lyrical Asset Management bought 37,428 Lithia Motors shares in Q2 2026, an estimated $10.6M.
  • Lithia Motors made up 1.84% of Lyrical Asset Management's portfolio in Q2 2026, its #24 holding.
  • Lyrical Asset Management first reported a position in Lithia Motors in Q1 2021 and has held it in 22 quarters since.
  • Lyrical Asset Management's Lithia Motors position peaked at $242M in Q3 2021.
  • 443 funds tracked by Wall St. Rank held Lithia Motors as of Q2 2026.

Based on Lyrical Asset Management's 13F filing for Q2 2026, filed 12 Aug 2026.