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Mount Lucas Management’s Lithia Motors LAD Stock Holding History

Mount Lucas 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 		– Sell
-1,636
Closed -$409K – 178
2026
Q1 		$409K Buy
1,636
+77
+5% +$22.9K 0.15% 144
2025
Q4 		$518K Sell
1,559
-30
-2% -$9.53K 0.21% 146
2025
Q3 		$502K Sell
1,589
-123
-7% -$39.7K 0.21% 141
2025
Q2 		$578K Buy
+1,712
New +$530K 0.25% 130

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

Mount Lucas Management's LAD Position: Q2 2026 in Review

Mount Lucas Management sold out of Lithia Motors (LAD) in Q2 2026, closing a stake of 1,636 shares — an estimated $409K sold.

Mount Lucas Management first reported a position in LAD in Q2 2025 and held it in 4 quarters. The position peaked at $578K in Q2 2025. 443 funds tracked by Wall St. Rank hold LAD as of Q2 2026.

  • Mount Lucas Management reported no remaining Lithia Motors position as of Q2 2026 after selling out during the quarter.
  • Mount Lucas Management sold 1,636 Lithia Motors shares in Q2 2026, an estimated $409K.
  • Mount Lucas Management first reported a position in Lithia Motors in Q2 2025 and held it in 4 quarters.
  • Mount Lucas Management's Lithia Motors position peaked at $578K in Q2 2025.
  • 443 funds tracked by Wall St. Rank held Lithia Motors as of Q2 2026.

Based on Mount Lucas Management's 13F filing for Q2 2026, filed 10 Aug 2026.