Novem Group
LAD icon

Novem Group’s Lithia Motors LAD Stock Holding History

Novem Group’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
Q3 		$278K Sell
953
-71
-7% -$24.7K 0.03% 370
2026
Q2 		$297K Sell
1,024
-79
-7% -$22.5K 0.03% 359
2026
Q1 		$275K Sell
1,103
-289
-21% -$85.8K 0.03% 366
2025
Q4 		$463K Buy
1,392
+645
+86% +$205K 0.05% 279
2025
Q3 		$236K Buy
747
+104
+16% +$33.5K 0.03% 370
2025
Q2 		$217K Buy
+643
New +$199K 0.03% 372

Other funds holding LAD

Chicago Capital
Chicago Capital Chicago, Illinois $4.32B AUM 31.14% 1-Year Est. Return
Cooke & Bieler
Cooke & Bieler Philadelphia, Pennsylvania $6.36B AUM 0.55% 1-Year Est. Return
Iridian Asset Management
Iridian Asset Management Westport, Connecticut $275M AUM 37.66% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Harfst & Associates
Harfst & Associates Sheridan, Wyoming $667M AUM 13.29% 1-Year Est. Return
Sendero Wealth Management
Sendero Wealth Management San Antonio, Texas $1B AUM 21.35% 1-Year Est. Return
Amalgamated Bank
Amalgamated Bank New York $14.3B AUM 35.81% 1-Year Est. Return
Red Spruce Capital
Red Spruce Capital Berwyn, Pennsylvania $283M AUM 29.49% 1-Year Est. Return
Campbell Newman Asset Management
Campbell Newman Asset Management Milwaukee, Wisconsin $1.33B AUM 26.63% 1-Year Est. Return
Mutual of America Capital Management
Mutual of America Capital Management New York $10.1B AUM 33.74% 1-Year Est. Return

Novem Group's LAD Position: Q3 2026 in Review

Novem Group reduced its Lithia Motors (LAD) stake by 6.9% in Q3 2026, selling an estimated $24.7K and leaving 953 shares worth $278K. The position accounts for 0.03% of the portfolio, ranked #370.

Novem Group first reported a position in LAD in Q2 2025 and has held it in 6 quarters since. The position peaked at $463K in Q4 2025. 77 funds tracked by Wall St. Rank hold LAD as of Q3 2026.

  • Novem Group held 953 shares of Lithia Motors worth $278K as of Q3 2026.
  • Novem Group sold 71 Lithia Motors shares in Q3 2026, an estimated $24.7K.
  • Lithia Motors made up 0.03% of Novem Group's portfolio in Q3 2026, its #370 holding.
  • Novem Group first reported a position in Lithia Motors in Q2 2025 and has held it in 6 quarters since.
  • Novem Group's Lithia Motors position peaked at $463K in Q4 2025.
  • 77 funds tracked by Wall St. Rank held Lithia Motors as of Q3 2026.

Based on Novem Group's 13F filing for Q3 2026, filed 19 Oct 2026.