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SRS Investment Management’s Lithia Motors LAD Stock Holding History

SRS 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
2025
Q4 		– Sell
-8,705
Closed -$2.75M – 34
2025
Q3 		$2.75M Hold
8,705
– – 0.03% 27
2025
Q2 		$2.94M Buy
+8,705
New +$2.69M 0.03% 25
2024
Q2 		– Sell
-142,831
Closed -$43M – 25
2024
Q1 		$43M Sell
142,831
-219,536
-61% -$64.9M 0.59% 15
2023
Q4 		$119M Hold
362,367
– – 1.44% 11
2023
Q3 		$107M Hold
362,367
– – 1.54% 11
2023
Q2 		$110M Buy
362,367
+86,894
+32% +$20.8M 1.27% 13
2023
Q1 		$63.1M Buy
275,473
+152,635
+124% +$37.1M 0.9% 12
2022
Q4 		$25.1M Buy
+122,838
New +$26.2M 0.45% 11

Other funds holding LAD

ACM
Abrams Capital Management Boston, Massachusetts $4.64B AUM 1.52% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
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
LAM
Lyrical Asset Management New York $6.56B AUM 20.06% 1-Year Est. Return

SRS Investment Management's LAD Position: Q4 2025 in Review

SRS Investment Management sold out of Lithia Motors (LAD) in Q4 2025, closing a stake of 8,705 shares — an estimated $2.75M sold.

SRS Investment Management first reported a position in LAD in Q4 2022 and held it in 8 quarters. The position peaked at $119M in Q4 2023. 479 funds tracked by Wall St. Rank hold LAD as of Q4 2025.

  • SRS Investment Management reported no remaining Lithia Motors position as of Q4 2025 after selling out during the quarter.
  • SRS Investment Management sold 8,705 Lithia Motors shares in Q4 2025, an estimated $2.75M.
  • SRS Investment Management first reported a position in Lithia Motors in Q4 2022 and held it in 8 quarters.
  • SRS Investment Management's Lithia Motors position peaked at $119M in Q4 2023.
  • 479 funds tracked by Wall St. Rank held Lithia Motors as of Q4 2025.

Based on SRS Investment Management's 13F filing for Q4 2025, filed 17 Feb 2026.