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Tortoise Investment Management’s Lithia Motors LAD Stock Holding History

Tortoise 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
-6
Closed -$1.9K – 878
2025
Q3 		$1.9K Hold
6
– – ﹤0.01% 890
2025
Q2 		$2.03K Buy
+6
New +$1.86K ﹤0.01% 797

Other funds holding LAD

ACM
Abrams Capital Management Boston, Massachusetts $5.48B AUM 3.63% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
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
LAM
Lyrical Asset Management New York $7.88B AUM 36.5% 1-Year Est. Return

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

Tortoise Investment Management sold out of Lithia Motors (LAD) in Q4 2025, closing a stake of 6 shares — an estimated $1.9K sold.

Tortoise Investment Management first reported a position in LAD in Q2 2025 and held it in 2 quarters. The position peaked at $2.03K in Q2 2025. 481 funds tracked by Wall St. Rank hold LAD as of Q4 2025.

  • Tortoise Investment Management reported no remaining Lithia Motors position as of Q4 2025 after selling out during the quarter.
  • Tortoise Investment Management sold 6 Lithia Motors shares in Q4 2025, an estimated $1.9K.
  • Tortoise Investment Management first reported a position in Lithia Motors in Q2 2025 and held it in 2 quarters.
  • Tortoise Investment Management's Lithia Motors position peaked at $2.03K in Q2 2025.
  • 481 funds tracked by Wall St. Rank held Lithia Motors as of Q4 2025.

Based on Tortoise Investment Management's 13F filing for Q4 2025, filed 6 Feb 2026.