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PenderFund Capital Management’s Lithia Motors LAD Stock Holding History

PenderFund 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
2026
Q1 		– Sell
-2,400
Closed -$798K – 281
2025
Q4 		$798K Hold
2,400
– – 0.13% 53
2025
Q3 		$758K Hold
2,400
– – 0.13% 53
2025
Q2 		$811K Hold
2,400
– – 0.19% 46
2025
Q1 		$251K Buy
+2,400
New +$817K 0.07% 82

Other funds holding LAD

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
ACM
Abrams Capital Management Boston, Massachusetts $5.48B AUM 3.63% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return

PenderFund Capital Management's LAD Position: Q1 2026 in Review

PenderFund Capital Management sold out of Lithia Motors (LAD) in Q1 2026, closing a stake of 2,400 shares — an estimated $798K sold.

PenderFund Capital Management first reported a position in LAD in Q1 2025 and held it in 4 quarters. The position peaked at $811K in Q2 2025. 436 funds tracked by Wall St. Rank hold LAD as of Q1 2026.

  • PenderFund Capital Management reported no remaining Lithia Motors position as of Q1 2026 after selling out during the quarter.
  • PenderFund Capital Management sold 2,400 Lithia Motors shares in Q1 2026, an estimated $798K.
  • PenderFund Capital Management first reported a position in Lithia Motors in Q1 2025 and held it in 4 quarters.
  • PenderFund Capital Management's Lithia Motors position peaked at $811K in Q2 2025.
  • 436 funds tracked by Wall St. Rank held Lithia Motors as of Q1 2026.

Based on PenderFund Capital Management's 13F filing for Q1 2026, filed 15 May 2026.