MCM
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Moon Capital Management’s Lithia Motors LAD Stock Holding History

Moon Capital 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 		$1.36M Sell
4,694
-260
-5% -$73.9K 0.92% 12
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 0.72% 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 1.3% 11
2022
Q3 		$2.18M Buy
+10,173
New +$2.66M 2.79% 6
2021
Q4 		– Sell
-9,588
Closed -$3.04M – 26
2021
Q3 		$3.04M Buy
9,588
+400
+4% +$139K 0.94% 5
2021
Q2 		$3.16M Buy
9,188
+3,161
+52% +$1.14M 1.14% 7
2021
Q1 		$2.35M Buy
+6,027
New +$2.17M 0.79% 11
2020
Q4 		– Sell
-3,100
Closed -$707K – 29
2020
Q3 		$707K Sell
3,100
-300
-9% -$67.5K 0.24% 18
2020
Q2 		$515K Sell
3,400
-15,529
-82% -$1.78M 0.36% 19
2020
Q1 		$1.55M Buy
+18,929
New +$2.28M 1.45% 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 – 32
2016
Q4 		$8.02M Buy
+82,770
New +$7.59M 2.65% 11

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
LAM
Lyrical Asset Management New York $7.88B AUM 36.5% 1-Year Est. Return

Moon Capital Management's LAD Position: Q2 2026 in Review

Moon Capital Management reduced its Lithia Motors (LAD) stake by 5.2% in Q2 2026, selling an estimated $73.9K and leaving 4,694 shares worth $1.36M. The position accounts for 0.92% of the portfolio, ranked #12.

Moon Capital Management first reported a position in LAD in Q4 2016 and has held it in 18 quarters since. The position peaked at $8.02M in Q4 2016. 443 funds tracked by Wall St. Rank hold LAD as of Q2 2026.

  • Moon Capital Management held 4,694 shares of Lithia Motors worth $1.36M as of Q2 2026.
  • Moon Capital Management sold 260 Lithia Motors shares in Q2 2026, an estimated $73.9K.
  • Lithia Motors made up 0.92% of Moon Capital Management's portfolio in Q2 2026, its #12 holding.
  • Moon Capital Management first reported a position in Lithia Motors in Q4 2016 and has held it in 18 quarters since.
  • Moon Capital Management's Lithia Motors position peaked at $8.02M in Q4 2016.
  • 443 funds tracked by Wall St. Rank held Lithia Motors as of Q2 2026.

Based on Moon Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.