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LAD icon

&Partners’s Lithia Motors LAD Stock Holding History

&Partners’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 		$1.91M Buy
7,631
+287
+4% +$85.3K 0.01% 928
2025
Q4 		$2.44M Buy
7,344
+821
+13% +$261K 0.01% 776
2025
Q3 		$2.05M Buy
6,523
+564
+9% +$182K 0.01% 743
2025
Q2 		$2.01M Buy
5,959
+312
+6% +$96.5K 0.02% 668
2025
Q1 		$1.63M Buy
5,647
+4,003
+243% +$1.36M 0.02% 623
2024
Q4 		$572K Buy
1,644
+595
+57% +$210K 0.01% 1024
2024
Q3 		$300K Buy
+1,049
New +$292K 0.01% 1098

Other funds holding LAD

BlackRock
BlackRock New York $5.72T 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 $75B 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 $8.99B 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

&Partners's LAD Position: Q1 2026 in Review

&Partners increased its Lithia Motors (LAD) stake by 3.9% in Q1 2026, buying an estimated $85.3K and bringing the position to 7,631 shares worth $1.91M. The position accounts for 0.01% of the portfolio, ranked #928.

&Partners first reported a position in LAD in Q3 2024 and has held it in 7 quarters since. The position peaked at $2.44M in Q4 2025. 432 funds tracked by Wall St. Rank hold LAD as of Q1 2026.

  • &Partners held 7,631 shares of Lithia Motors worth $1.91M as of Q1 2026.
  • &Partners bought 287 Lithia Motors shares in Q1 2026, an estimated $85.3K.
  • Lithia Motors made up 0.01% of &Partners's portfolio in Q1 2026, its #928 holding.
  • &Partners first reported a position in Lithia Motors in Q3 2024 and has held it in 7 quarters since.
  • &Partners's Lithia Motors position peaked at $2.44M in Q4 2025.
  • 432 funds tracked by Wall St. Rank held Lithia Motors as of Q1 2026.

Based on &Partners's 13F filing for Q1 2026, filed 15 May 2026.