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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
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

River Road Asset Management's LAD Position: Q2 2026 in Review

River Road Asset Management increased its Lithia Motors (LAD) stake by 4.6% in Q2 2026, buying an estimated $8.49M and bringing the position to 682,689 shares worth $198M. The position accounts for 2.21% of the portfolio, ranked #6.

River Road Asset Management first reported a position in LAD in Q2 2022 and has held it in 17 quarters since. The position peaked at $247M in Q4 2025. 123 funds tracked by Wall St. Rank hold LAD as of Q2 2026.

  • River Road Asset Management held 682,689 shares of Lithia Motors worth $198M as of Q2 2026.
  • River Road Asset Management bought 29,874 Lithia Motors shares in Q2 2026, an estimated $8.49M.
  • Lithia Motors made up 2.21% of River Road Asset Management's portfolio in Q2 2026, its #6 holding.
  • River Road Asset Management first reported a position in Lithia Motors in Q2 2022 and has held it in 17 quarters since.
  • River Road Asset Management's Lithia Motors position peaked at $247M in Q4 2025.
  • 123 funds tracked by Wall St. Rank held Lithia Motors as of Q2 2026.

Based on River Road Asset Management's 13F filing for Q2 2026, filed 17 Jul 2026.