OTL
LAD icon

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
Q2 		– Sell
-5,992
Closed -$1.5M – 562
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

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

Oak Thistle LLC's LAD Position: Q2 2026 in Review

Oak Thistle LLC sold out of Lithia Motors (LAD) in Q2 2026, closing a stake of 5,992 shares — an estimated $1.5M sold.

Oak Thistle LLC first reported a position in LAD in Q1 2022 and held it in 7 quarters. The position peaked at $1.5M in Q1 2026. 445 funds tracked by Wall St. Rank hold LAD as of Q2 2026.

  • Oak Thistle LLC reported no remaining Lithia Motors position as of Q2 2026 after selling out during the quarter.
  • Oak Thistle LLC sold 5,992 Lithia Motors shares in Q2 2026, an estimated $1.5M.
  • Oak Thistle LLC first reported a position in Lithia Motors in Q1 2022 and held it in 7 quarters.
  • Oak Thistle LLC's Lithia Motors position peaked at $1.5M in Q1 2026.
  • 445 funds tracked by Wall St. Rank held Lithia Motors as of Q2 2026.

Based on Oak Thistle LLC's 13F filing for Q2 2026, filed 21 Jul 2026.