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Oak Thistle LLC’s Lithia Motors LAD Stock Holding History

Oak Thistle LLC’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
Q1 		$1.5M Buy
5,992
+3,739
+166% +$1.11M 0.15% 269
2025
Q4 		$749K Buy
2,253
+1,396
+163% +$443K 0.1% 375
2025
Q3 		$271K Buy
+857
New +$276K 0.04% 429
2025
Q2 		– Sell
-3,131
Closed -$919K – 535
2025
Q1 		$919K Buy
+3,131
New +$1.07M 0.19% 206
2023
Q4 		– Sell
-1,102
Closed -$325K – 552
2023
Q3 		$325K Buy
+1,102
New +$336K 0.1% 372
2023
Q2 		– Sell
-1,800
Closed -$412K – 455
2023
Q1 		$412K Buy
+1,800
New +$438K 0.24% 189
2022
Q2 		– Sell
-753
Closed -$226K – 299
2022
Q1 		$226K Buy
+753
New +$235K 0.12% 328

Other funds holding LAD

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
ACM
Abrams Capital Management Boston, Massachusetts $4.64B AUM 1.52% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $74.9B AUM 11.27% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.82B AUM 7.52% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return