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PCB Capital’s Lithia Motors LAD Stock Holding History

PCB Capital’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 		$340K Buy
1,169
+55
+5% +$15.6K 0.41% 76
2026
Q1 		$278K Buy
1,114
+21
+2% +$6.24K 0.44% 75
2025
Q4 		$363K Buy
+1,093
New +$347K 0.58% 49

Other funds holding LAD

RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
HAI
Hennessy Advisors Inc Novato, California $3.13B AUM 77.26% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
PFSRSONJ
Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 1-Year Est. Return
AB
Amalgamated Bank New York $14.5B AUM 44.3% 1-Year Est. Return
RSC
Red Spruce Capital Berwyn, Pennsylvania $287M AUM 38.81% 1-Year Est. Return
1WA
180 Wealth Advisors Federal Way, Washington $997M AUM 47.84% 1-Year Est. Return
RWC
Rare Wolf Capital Bellevue, Washington $156M AUM
YCM
Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return
LSERS
Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.74B AUM 53.06% 1-Year Est. Return

PCB Capital's LAD Position: Q2 2026 in Review

PCB Capital increased its Lithia Motors (LAD) stake by 4.9% in Q2 2026, buying an estimated $15.6K and bringing the position to 1,169 shares worth $340K. The position accounts for 0.41% of the portfolio, ranked #76.

PCB Capital first reported a position in LAD in Q4 2025 and has held it in 3 quarters since. The position peaked at $363K in Q4 2025. 83 funds tracked by Wall St. Rank hold LAD as of Q2 2026.

  • PCB Capital held 1,169 shares of Lithia Motors worth $340K as of Q2 2026.
  • PCB Capital bought 55 Lithia Motors shares in Q2 2026, an estimated $15.6K.
  • Lithia Motors made up 0.41% of PCB Capital's portfolio in Q2 2026, its #76 holding.
  • PCB Capital first reported a position in Lithia Motors in Q4 2025 and has held it in 3 quarters since.
  • PCB Capital's Lithia Motors position peaked at $363K in Q4 2025.
  • 83 funds tracked by Wall St. Rank held Lithia Motors as of Q2 2026.

Based on PCB Capital's 13F filing for Q2 2026, filed 20 Jul 2026.