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Steamboat Capital Partners’s Lithia Motors LAD Stock Holding History

Steamboat Capital Partners’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 		– Sell
-8,867
Closed -$2.95M – 63
2025
Q4 		$2.95M Buy
8,867
+114
+1% +$36.2K 0.81% 41
2025
Q3 		$2.77M Sell
8,753
-535
-6% -$173K 0.72% 45
2025
Q2 		$3.14M Sell
9,288
-164
-2% -$50.7K 0.89% 44
2025
Q1 		$2.77M Sell
9,452
-180
-2% -$61.3K 0.84% 37
2024
Q4 		$3.44M Sell
9,632
-186
-2% -$65.5K 1.06% 27
2024
Q3 		$3.12M Sell
9,818
-10,205
-51% -$2.84M 0.98% 28
2024
Q2 		$5.05M Sell
20,023
-10,540
-34% -$2.76M 1.86% 23
2024
Q1 		$9.2M Buy
30,563
+509
+2% +$150K 3.17% 13
2023
Q4 		$9.9M Sell
30,054
-4,946
-14% -$1.36M 3.72% 9
2023
Q3 		$10.3M Buy
35,000
+5,000
+17% +$1.52M 3.83% 11
2023
Q2 		$9.12M Sell
30,000
-10,000
-25% -$2.39M 3.14% 15
2023
Q1 		$9.16M Buy
+40,000
New +$9.73M 3.04% 14
2022
Q4 		– Sell
-40,000
Closed -$8.58M – 33
2022
Q3 		$8.58M Sell
40,000
-9,937
-20% -$2.6M 4.26% 8
2022
Q2 		$14.3M Buy
49,937
+15,700
+46% +$4.58M 4.93% 6
2022
Q1 		$10.3M Buy
34,237
+14,913
+77% +$4.66M 3.04% 15
2021
Q4 		$5.74M Sell
19,324
-14,334
-43% -$4.43M 1.76% 26
2021
Q3 		$10.7M Buy
33,658
+14,803
+79% +$5.15M 2.48% 17
2021
Q2 		$6.48M Sell
18,855
-249
-1% -$90K 1.67% 22
2021
Q1 		$7.45M Buy
19,104
+79
+0.4% +$28.4K 2.2% 18
2020
Q4 		$5.57M Sell
19,025
-51,878
-73% -$14.2M 1.59% 23
2020
Q3 		$16.2M Buy
+70,903
New +$15.9M 2.63% 13

Other funds holding LAD

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
ACM
Abrams Capital Management Boston, Massachusetts $5.48B AUM 3.63% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return

Steamboat Capital Partners's LAD Position: Q1 2026 in Review

Steamboat Capital Partners sold out of Lithia Motors (LAD) in Q1 2026, closing a stake of 8,867 shares — an estimated $2.95M sold.

Steamboat Capital Partners first reported a position in LAD in Q3 2020 and held it in 21 quarters. The position peaked at $16.2M in Q3 2020. 436 funds tracked by Wall St. Rank hold LAD as of Q1 2026.

  • Steamboat Capital Partners reported no remaining Lithia Motors position as of Q1 2026 after selling out during the quarter.
  • Steamboat Capital Partners sold 8,867 Lithia Motors shares in Q1 2026, an estimated $2.95M.
  • Steamboat Capital Partners first reported a position in Lithia Motors in Q3 2020 and held it in 21 quarters.
  • Steamboat Capital Partners's Lithia Motors position peaked at $16.2M in Q3 2020.
  • 436 funds tracked by Wall St. Rank held Lithia Motors as of Q1 2026.

Based on Steamboat Capital Partners's 13F filing for Q1 2026, filed 15 May 2026.