Susquehanna Fundamental Investments’s Lithia Motors LAD Stock Holding History

Susquehanna Fundamental Investments’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 Q3	–	Sell	-2,533	Closed	-$856K	–	682
2025 Q2	$856K	Sell	2,533 -2,271	-47%	-$702K	0.02%	473
2025 Q1	$1.41M	Sell	4,804 -6,134	-56%	-$2.09M	0.02%	607
2024 Q4	$3.91M	Buy	+10,938	New	+$3.85M	0.06%	380
2022 Q1	$11.8M	Sell	39,392 -30,168	-43%	-$9.42M	0.23%	101
2021 Q4	$20.7M	Sell	69,560 -52,430	-43%	-$16.2M	0.54%	26
2021 Q3	$38.7M	Sell	121,990 -2,400	-2%	-$836K	0.71%	6
2021 Q2	$42.7M	Buy	124,390 +122,389	+6,116%	+$44.3M	0.78%	6
2021 Q1	$781K	Buy	2,001 +811	+68%	+$291K	0.01%	984
2020 Q4	$348K	Buy	+1,190	New	+$326K	0.01%	1219

Other funds holding LAD

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

ACM

Abrams Capital Management Boston, Massachusetts $4.64B AUM 1.52% 1-Year Est. Return

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

LAM

Lyrical Asset Management New York $6.56B AUM 20.06% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Susquehanna Fundamental Investments's LAD Position: Q3 2025 in Review

Susquehanna Fundamental Investments sold out of Lithia Motors (LAD) in Q3 2025, closing a stake of 2,533 shares — an estimated $856K sold.

Susquehanna Fundamental Investments first reported a position in LAD in Q4 2020 and held it in 9 quarters. The position peaked at $42.7M in Q2 2021. 453 funds tracked by Wall St. Rank hold LAD as of Q3 2025.

Susquehanna Fundamental Investments reported no remaining Lithia Motors position as of Q3 2025 after selling out during the quarter.
Susquehanna Fundamental Investments sold 2,533 Lithia Motors shares in Q3 2025, an estimated $856K.
Susquehanna Fundamental Investments first reported a position in Lithia Motors in Q4 2020 and held it in 9 quarters.
Susquehanna Fundamental Investments's Lithia Motors position peaked at $42.7M in Q2 2021.
453 funds tracked by Wall St. Rank held Lithia Motors as of Q3 2025.

Based on Susquehanna Fundamental Investments's 13F filing for Q3 2025, filed 14 Nov 2025.