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TwinBeech Capital’s Lithia Motors LAD Stock Holding History

TwinBeech Capital’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 		– Sell
-2,400
Closed -$599K – 541
2026
Q1 		$599K Buy
+2,400
New +$713K 0.06% 329
2025
Q4 		– Sell
-29,878
Closed -$9.44M – 741
2025
Q3 		$9.44M Buy
+29,878
New +$9.64M 0.37% 81
2025
Q2 		– Sell
-35,626
Closed -$10.5M – 839
2025
Q1 		$10.5M Buy
+35,626
New +$12.1M 0.19% 144
2024
Q2 		– Sell
-3,758
Closed -$1.13M – 685
2024
Q1 		$1.13M Buy
+3,758
New +$1.11M 0.02% 405
2023
Q2 		– Sell
-56,172
Closed -$12.9M – 748
2023
Q1 		$12.9M Buy
56,172
+10,305
+22% +$2.51M 0.26% 124
2022
Q4 		$9.39M Buy
45,867
+10,870
+31% +$2.32M 0.18% 160
2022
Q3 		$7.51M Buy
+34,997
New +$9.14M 0.2% 134
2021
Q4 		– Sell
-9,559
Closed -$3.03M – 696
2021
Q3 		$3.03M Buy
9,559
+7,715
+418% +$2.69M 0.21% 149
2021
Q2 		$634K Buy
+1,844
New +$667K 0.08% 275
2020
Q4 		– Sell
-1,225
Closed -$279K – 530
2020
Q3 		$279K Buy
+1,225
New +$275K 0.06% 353
2020
Q1 		– Sell
-3,078
Closed -$452K – 391
2019
Q4 		$452K Buy
+3,078
New +$463K 0.13% 232

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

TwinBeech Capital's LAD Position: Q2 2026 in Review

TwinBeech Capital sold out of Lithia Motors (LAD) in Q2 2026, closing a stake of 2,400 shares — an estimated $599K sold.

TwinBeech Capital first reported a position in LAD in Q4 2019 and held it in 11 quarters. The position peaked at $12.9M in Q1 2023. 443 funds tracked by Wall St. Rank hold LAD as of Q2 2026.

  • TwinBeech Capital reported no remaining Lithia Motors position as of Q2 2026 after selling out during the quarter.
  • TwinBeech Capital sold 2,400 Lithia Motors shares in Q2 2026, an estimated $599K.
  • TwinBeech Capital first reported a position in Lithia Motors in Q4 2019 and held it in 11 quarters.
  • TwinBeech Capital's Lithia Motors position peaked at $12.9M in Q1 2023.
  • 443 funds tracked by Wall St. Rank held Lithia Motors as of Q2 2026.

Based on TwinBeech Capital's 13F filing for Q2 2026, filed 14 Aug 2026.