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Osterweis Capital Management’s Lithia Motors LAD Stock Holding History

Osterweis 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
2025
Q4 		– Sell
-10,914
Closed -$3.45M – 306
2025
Q3 		$3.45M Sell
10,914
-17,675
-62% -$5.7M 0.16% 87
2025
Q2 		$9.66M Sell
28,589
-14,535
-34% -$4.5M 0.46% 59
2025
Q1 		$12.7M Buy
+43,124
New +$14.7M 0.62% 52

Other funds holding LAD

ACM
Abrams Capital Management Boston, Massachusetts $4.64B AUM 1.52% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
LAM
Lyrical Asset Management New York $6.56B AUM 20.06% 1-Year Est. Return

Osterweis Capital Management's LAD Position: Q4 2025 in Review

Osterweis Capital Management sold out of Lithia Motors (LAD) in Q4 2025, closing a stake of 10,914 shares — an estimated $3.45M sold.

Osterweis Capital Management first reported a position in LAD in Q1 2025 and held it in 3 quarters. The position peaked at $12.7M in Q1 2025. 478 funds tracked by Wall St. Rank hold LAD as of Q4 2025.

  • Osterweis Capital Management reported no remaining Lithia Motors position as of Q4 2025 after selling out during the quarter.
  • Osterweis Capital Management sold 10,914 Lithia Motors shares in Q4 2025, an estimated $3.45M.
  • Osterweis Capital Management first reported a position in Lithia Motors in Q1 2025 and held it in 3 quarters.
  • Osterweis Capital Management's Lithia Motors position peaked at $12.7M in Q1 2025.
  • 478 funds tracked by Wall St. Rank held Lithia Motors as of Q4 2025.

Based on Osterweis Capital Management's 13F filing for Q4 2025, filed 17 Feb 2026.