Simplex Trading
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Simplex Trading’s Lithia Motors LAD Stock Holding History

Simplex Trading’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 		$4.39M Buy
15,100
+2,800
+23% +$796K ﹤0.01% 1294
2026
Q1 		$3.07M Buy
12,300
+12,200
+12,200% +$3.62M ﹤0.01% 1482
2025
Q4 		$33.2K Sell
100
-1,600
-94% -$508K ﹤0.01% 6026
2025
Q3 		$537K Sell
1,700
-6,300
-79% -$2.03M ﹤0.01% 3732
2025
Q2 		$2.7M Sell
8,000
-20,800
-72% -$6.43M ﹤0.01% 1849
2025
Q1 		$8.45M Buy
28,800
+27,300
+1,820% +$9.3M 0.01% 977
2024
Q4 		$536K Sell
1,500
-9,500
-86% -$3.35M ﹤0.01% 3462
2024
Q3 		$3.49M Buy
11,000
+900
+9% +$251K ﹤0.01% 1794
2024
Q2 		$2.55M Sell
10,100
-30,200
-75% -$7.91M ﹤0.01% 1986
2024
Q1 		$12.1M Sell
40,300
-9,700
-19% -$2.87M 0.01% 1006
2023
Q4 		$16.5M Buy
50,000
+37,800
+310% +$10.4M 0.01% 804
2023
Q3 		$3.6M Sell
12,200
-400
-3% -$122K ﹤0.01% 1575
2023
Q2 		$3.83M Sell
12,600
-34,400
-73% -$8.24M ﹤0.01% 1490
2023
Q1 		$10.8M Sell
47,000
-27,500
-37% -$6.69M 0.01% 857
2022
Q4 		$15.3M Buy
74,500
+61,700
+482% +$13.2M 0.02% 663
2022
Q3 		$2.75M Buy
12,800
+5,300
+71% +$1.38M ﹤0.01% 1696
2022
Q2 		$2.06M Sell
7,500
-10,000
-57% -$2.92M ﹤0.01% 1833
2022
Q1 		$5.25M Sell
17,500
-7,400
-30% -$2.31M ﹤0.01% 1209
2021
Q4 		$7.39M Buy
24,900
+200
+0.8% +$61.8K 0.01% 960
2021
Q3 		$8.72M Buy
24,700
+3,400
+16% +$1.18M 0.01% 804
2021
Q2 		$7.32M Buy
21,300
+21,112
+11,230% +$7.63M 0.01% 895
2021
Q1 		$7.33M Sell
188
-98
-34% -$35.2K 0.01% 585
2020
Q4 		$8.37M Buy
+286
New +$78.2K 0.01% 665
2020
Q2 		– Sell
-12
Closed -$98K – 7986
2020
Q1 		$98K Sell
12
-118
-91% -$14.2K ﹤0.01% 4392
2019
Q4 		$1.91M Buy
130
+59
+83% +$8.87K ﹤0.01% 1515
2019
Q3 		$939K Buy
71
+52
+274% +$6.64K ﹤0.01% 1986
2019
Q2 		$225K Sell
19
-76
-80% -$8.4K ﹤0.01% 3345
2019
Q1 		$881K Buy
95
+66
+228% +$5.74K ﹤0.01% 2103
2018
Q4 		$221K Buy
29
+15
+107% +$1.19K ﹤0.01% 3061
2018
Q3 		$114K Sell
14
-31
-69% -$2.73K ﹤0.01% 4304
2018
Q2 		$425K Buy
45
+9
+25% +$891 ﹤0.01% 2622
2018
Q1 		$16K Buy
36
+28
+350% +$3.17K ﹤0.01% 3567
2017
Q4 		$5K Buy
+8
New +$930 ﹤0.01% 4511
2017
Q1 		– Sell
-38
Closed -$7K – 6467
2016
Q4 		$7K Buy
38
+7
+23% +$642 ﹤0.01% 4054
2016
Q3 		$2K Sell
31
-18
-37% -$1.51K ﹤0.01% 4967
2016
Q2 		$36K Buy
49
+20
+69% +$1.6K ﹤0.01% 2369
2016
Q1 		$1K Buy
+29
New +$2.49K ﹤0.01% 5141
2015
Q2 		– Sell
-122
Closed -$2K – 5524
2015
Q1 		$2K Buy
122
+112
+1,120% +$10.1K ﹤0.01% 4132
2014
Q4 		$1K Buy
+10
New +$775 ﹤0.01% 4161

Other funds holding LAD

ACM
Abrams Capital Management Boston, Massachusetts $5.48B AUM 3.63% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 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
LAM
Lyrical Asset Management New York $7.88B AUM 36.5% 1-Year Est. Return

Simplex Trading's LAD Position: Q2 2026 in Review

Simplex Trading reduced its Lithia Motors (LAD) stake by 28% in Q2 2026, selling an estimated $556K and leaving 5,014 shares worth $1.46M. The position accounts for ﹤0.01% of the portfolio, ranked #2355.

Simplex Trading first reported a position in LAD in Q3 2015 and has held it in 25 quarters since. The position peaked at $1.75M in Q3 2021. 445 funds tracked by Wall St. Rank hold LAD as of Q2 2026.

  • Simplex Trading held 5,014 shares of Lithia Motors worth $1.46M as of Q2 2026.
  • Simplex Trading sold 1,956 Lithia Motors shares in Q2 2026, an estimated $556K.
  • Lithia Motors made up ﹤0.01% of Simplex Trading's portfolio in Q2 2026, its #2355 holding.
  • Simplex Trading first reported a position in Lithia Motors in Q3 2015 and has held it in 25 quarters since.
  • Simplex Trading's Lithia Motors position peaked at $1.75M in Q3 2021.
  • 445 funds tracked by Wall St. Rank held Lithia Motors as of Q2 2026.

Based on Simplex Trading's 13F filing for Q2 2026, filed 12 Aug 2026.