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 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

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

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

Harris Associates

Harris Associates Chicago, Illinois $74.9B AUM 11.27% 1-Year Est. Return

Fidelity Investments

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

Dimensional Fund Advisors

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

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

River Road Asset Management Louisville, Kentucky $8.82B AUM 7.52% 1-Year Est. Return

Hotchkis & Wiley Capital Management

Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return