River Road Asset Management
LAD icon

River Road Asset Management’s Lithia Motors LAD Stock Holding History

River Road Asset 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
Q3 		$132M Sell
451,840
-230,849
-34% -$80.4M 1.57% 13
2026
Q2 		$198M Buy
682,689
+29,874
+5% +$8.49M 2.21% 6
2026
Q1 		$163M Sell
652,815
-89,862
-12% -$26.7M 1.85% 9
2025
Q4 		$247M Buy
742,677
+186,628
+34% +$59.3M 2.71% 3
2025
Q3 		$176M Buy
556,049
+143,533
+35% +$46.3M 1.97% 9
2025
Q2 		$119M Buy
412,516
+86,121
+26% +$26.6M 1.51% 17
2025
Q1 		$95.8M Sell
326,395
-211
-0.1% -$71.9K 1.3% 16
2024
Q4 		$117M Sell
326,606
-38,578
-11% -$13.6M 1.55% 13
2024
Q3 		$116M Buy
365,184
+78,784
+28% +$22M 1.52% 16
2024
Q2 		$72.3M Buy
286,400
+208,120
+266% +$54.5M 1.04% 30
2024
Q1 		$23.6M Sell
78,280
-4,380
-5% -$1.29M 0.32% 93
2023
Q4 		$27.2M Sell
82,660
-1,484
-2% -$407K 0.38% 81
2023
Q3 		$24.9M Sell
84,144
-149,750
-64% -$45.6M 0.35% 88
2023
Q2 		$71.1M Sell
233,894
-48,062
-17% -$11.5M 0.98% 37
2023
Q1 		$64.5M Buy
281,956
+241,910
+604% +$58.8M 0.88% 43
2022
Q4 		$8.2M Buy
40,046
+13,152
+49% +$2.81M 0.11% 134
2022
Q3 		$5.77M Sell
26,894
-915
-3% -$239K 0.09% 144
2022
Q2 		$7.64M Buy
+27,809
New +$8.11M 0.11% 135

Other funds holding LAD

Abrams Capital Management
Abrams Capital Management Boston, Massachusetts $4.81B AUM 10.43% 1-Year Est. Return
BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $229B AUM 33.35% 1-Year Est. Return
Lyrical Asset Management
Lyrical Asset Management New York $7.44B AUM 34.05% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

River Road Asset Management's LAD Position: Q3 2026 in Review

River Road Asset Management reduced its Lithia Motors (LAD) stake by 34% in Q3 2026, selling an estimated $80.4M and leaving 451,840 shares worth $132M. The position accounts for 1.57% of the portfolio, ranked #13.

River Road Asset Management first reported a position in LAD in Q2 2022 and has held it in 18 quarters since. The position peaked at $247M in Q4 2025. 373 funds tracked by Wall St. Rank hold LAD as of Q3 2026.

  • River Road Asset Management held 451,840 shares of Lithia Motors worth $132M as of Q3 2026.
  • River Road Asset Management sold 230,849 Lithia Motors shares in Q3 2026, an estimated $80.4M.
  • Lithia Motors made up 1.57% of River Road Asset Management's portfolio in Q3 2026, its #13 holding.
  • River Road Asset Management first reported a position in Lithia Motors in Q2 2022 and has held it in 18 quarters since.
  • River Road Asset Management's Lithia Motors position peaked at $247M in Q4 2025.
  • 373 funds tracked by Wall St. Rank held Lithia Motors as of Q3 2026.

Based on River Road Asset Management's 13F filing for Q3 2026, filed 10 Nov 2026.