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Malaga Cove Capital’s Lithia Motors LAD Stock Holding History

Malaga Cove Capital’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
2025
Q2 		– Sell
-947
Closed -$278K – 182
2025
Q1 		$278K Sell
947
-54
-5% -$18.4K 0.12% 158
2024
Q4 		$358K Hold
1,001
– – 0.14% 149
2024
Q3 		$318K Sell
1,001
-42
-4% -$11.7K 0.13% 152
2024
Q2 		$263K Buy
+1,043
New +$273K 0.11% 159
2023
Q2 		– Sell
-2,524
Closed -$578K – 158
2023
Q1 		$578K Hold
2,524
– – 0.29% 99
2022
Q4 		$517K Buy
2,524
+1,090
+76% +$233K 0.28% 101
2022
Q3 		$308K Buy
1,434
+599
+72% +$157K 0.18% 126
2022
Q2 		$230K Buy
+835
New +$243K 0.13% 144

Other funds holding LAD

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
ACM
Abrams Capital Management Boston, Massachusetts $4.64B AUM 1.52% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return
CM
Conifer Management New York $524M AUM 14.11% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Malaga Cove Capital's LAD Position: Q2 2025 in Review

Malaga Cove Capital sold out of Lithia Motors (LAD) in Q2 2025, closing a stake of 947 shares — an estimated $278K sold.

Malaga Cove Capital first reported a position in LAD in Q2 2022 and held it in 8 quarters. The position peaked at $578K in Q1 2023. 453 funds tracked by Wall St. Rank hold LAD as of Q2 2025.

  • Malaga Cove Capital reported no remaining Lithia Motors position as of Q2 2025 after selling out during the quarter.
  • Malaga Cove Capital sold 947 Lithia Motors shares in Q2 2025, an estimated $278K.
  • Malaga Cove Capital first reported a position in Lithia Motors in Q2 2022 and held it in 8 quarters.
  • Malaga Cove Capital's Lithia Motors position peaked at $578K in Q1 2023.
  • 453 funds tracked by Wall St. Rank held Lithia Motors as of Q2 2025.

Based on Malaga Cove Capital's 13F filing for Q2 2025, filed 6 Aug 2025.