Moon Capital Management’s Lithia Motors LAD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $1.24M | Buy |
4,954
+2,869
| +138% | +$852K | 0.75% | 10 |
|
|
2025
Q4 | $693K | Sell |
2,085
-5,530
| -73% | -$1.76M | 0.43% | 10 |
|
|
2025
Q3 | $2.41M | Sell |
7,615
-3,183
| -29% | -$1.03M | 1.77% | 6 |
|
|
2025
Q2 | $3.65M | Buy |
+10,798
| New | +$3.34M | 2.77% | 3 |
|
|
2024
Q4 | – | Sell |
-3,158
| Closed | -$1M | – | 22 |
|
|
2024
Q3 | $1M | Buy |
+3,158
| New | +$880K | 0.73% | 17 |
|
|
2023
Q4 | – | Sell |
-2,556
| Closed | -$755K | – | 14 |
|
|
2023
Q3 | $755K | Buy |
+2,556
| New | +$779K | 0.91% | 12 |
|
|
2023
Q2 | – | Sell |
-4,792
| Closed | -$1.1M | – | 15 |
|
|
2023
Q1 | $1.1M | Sell |
4,792
-4,481
| -48% | -$1.09M | 1.1% | 15 |
|
|
2022
Q4 | $1.9M | Sell |
9,273
-900
| -9% | -$192K | 2.13% | 11 |
|
|
2022
Q3 | $2.18M | Buy |
+10,173
| New | +$2.66M | 2.79% | 6 |
|
|
2021
Q4 | – | Sell |
-9,588
| Closed | -$3.04M | – | 27 |
|
|
2021
Q3 | $3.04M | Buy |
9,588
+400
| +4% | +$139K | 3.92% | 5 |
|
|
2021
Q2 | $3.16M | Buy |
9,188
+3,161
| +52% | +$1.14M | 3.15% | 7 |
|
|
2021
Q1 | $2.35M | Buy |
+6,027
| New | +$2.17M | 2.19% | 11 |
|
|
2020
Q4 | – | Sell |
-3,100
| Closed | -$707K | – | 32 |
|
|
2020
Q3 | $707K | Sell |
3,100
-300
| -9% | -$67.5K | 0.62% | 18 |
|
|
2020
Q2 | $515K | Sell |
3,400
-15,529
| -82% | -$1.78M | 0.44% | 19 |
|
|
2020
Q1 | $1.55M | Buy |
+18,929
| New | +$2.28M | 1.69% | 14 |
|
|
2018
Q2 | – | Sell |
-22,898
| Closed | -$2.3M | – | 29 |
|
|
2018
Q1 | $2.3M | Buy |
+22,898
| New | +$2.59M | 1.11% | 16 |
|
|
2017
Q1 | – | Sell |
-82,770
| Closed | -$8.02M | – | 33 |
|
|
2016
Q4 | $8.02M | Buy |
+82,770
| New | +$7.59M | 2.73% | 11 |
|
Other funds holding LAD
ACM
VPM
VCM
RRAM
