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MFN Partners’s Lithia Motors LAD Stock Holding History

MFN Partners’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
2024
Q3 		– Sell
-890,000
Closed -$225M – 13
2024
Q2 		$225M Sell
890,000
-661,077
-43% -$173M 7.62% 6
2024
Q1 		$467M Hold
1,551,077
– – 13.24% 2
2023
Q4 		$511M Hold
1,551,077
– – 16.43% 2
2023
Q3 		$458M Hold
1,551,077
– – 15.38% 2
2023
Q2 		$472M Hold
1,551,077
– – 15.32% 2
2023
Q1 		$355M Hold
1,551,077
– – 16.05% 2
2022
Q4 		$318M Buy
1,551,077
+351,163
+29% +$75M 14.01% 2
2022
Q3 		$257M Buy
1,199,914
+348,837
+41% +$91.1M 11.67% 2
2022
Q2 		$234M Buy
851,077
+100,000
+13% +$29.2M 10.58% 3
2022
Q1 		$225M Buy
751,077
+225,806
+43% +$70.5M 7.81% 6
2021
Q4 		$156M Buy
+525,271
New +$162M 6.13% 10

Other funds holding LAD

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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BWA
Brave Warrior Advisors New York $4.04B AUM 1.15% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
CM
Conifer Management New York $524M AUM 14.11% 1-Year Est. Return

MFN Partners's LAD Position: Q3 2024 in Review

MFN Partners sold out of Lithia Motors (LAD) in Q3 2024, closing a stake of 890,000 shares — an estimated $225M sold.

MFN Partners first reported a position in LAD in Q4 2021 and held it in 11 quarters. The position peaked at $511M in Q4 2023. 405 funds tracked by Wall St. Rank hold LAD as of Q3 2024.

  • MFN Partners reported no remaining Lithia Motors position as of Q3 2024 after selling out during the quarter.
  • MFN Partners sold 890,000 Lithia Motors shares in Q3 2024, an estimated $225M.
  • MFN Partners first reported a position in Lithia Motors in Q4 2021 and held it in 11 quarters.
  • MFN Partners's Lithia Motors position peaked at $511M in Q4 2023.
  • 405 funds tracked by Wall St. Rank held Lithia Motors as of Q3 2024.

Based on MFN Partners's 13F filing for Q3 2024, filed 13 Nov 2024.