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Redwood Investment Management’s Lithia Motors LAD Stock Holding History

Redwood Investment 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 		$1.04M Buy
4,164
+860
+26% +$255K 0.13% 147
2025
Q4 		$1.1M Sell
3,304
-462
-12% -$147K 0.12% 131
2025
Q3 		$1.19M Sell
3,766
-301
-7% -$97.1K 0.13% 199
2025
Q2 		$1.37M Buy
+4,067
New +$1.26M 0.15% 163
2025
Q1 		– Sell
-4,005
Closed -$1.43M – 330
2024
Q4 		$1.43M Buy
+4,005
New +$1.41M 0.14% 175
2022
Q2 		– Sell
-4,476
Closed -$1.34M – 267
2022
Q1 		$1.34M Buy
+4,476
New +$1.4M 0.2% 150

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

Redwood Investment Management's LAD Position: Q1 2026 in Review

Redwood Investment Management increased its Lithia Motors (LAD) stake by 26% in Q1 2026, buying an estimated $255K and bringing the position to 4,164 shares worth $1.04M. The position accounts for 0.13% of the portfolio, ranked #147.

Redwood Investment Management first reported a position in LAD in Q1 2022 and has held it in 6 quarters since. The position peaked at $1.43M in Q4 2024. 432 funds tracked by Wall St. Rank hold LAD as of Q1 2026.

  • Redwood Investment Management held 4,164 shares of Lithia Motors worth $1.04M as of Q1 2026.
  • Redwood Investment Management bought 860 Lithia Motors shares in Q1 2026, an estimated $255K.
  • Lithia Motors made up 0.13% of Redwood Investment Management's portfolio in Q1 2026, its #147 holding.
  • Redwood Investment Management first reported a position in Lithia Motors in Q1 2022 and has held it in 6 quarters since.
  • Redwood Investment Management's Lithia Motors position peaked at $1.43M in Q4 2024.
  • 432 funds tracked by Wall St. Rank held Lithia Motors as of Q1 2026.

Based on Redwood Investment Management's 13F filing for Q1 2026, filed 14 May 2026.