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Wedge Capital Management’s Lithia Motors LAD Stock Holding History

Wedge Capital 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
Q2 		– Sell
-126,377
Closed -$37.1M – 527
2025
Q1 		$37.1M Sell
126,377
-3,732
-3% -$1.27M 0.72% 44
2024
Q4 		$46.5M Buy
+130,109
New +$45.8M 0.84% 34
2022
Q4 		– Sell
-160,744
Closed -$34.5M – 430
2022
Q3 		$34.5M Buy
160,744
+48,237
+43% +$12.6M 0.58% 61
2022
Q2 		$30.9M Buy
112,507
+3,650
+3% +$1.06M 0.49% 82
2022
Q1 		$32.7M Sell
108,857
-21,895
-17% -$6.83M 0.44% 101
2021
Q4 		$38.8M Buy
130,752
+46,994
+56% +$14.5M 0.48% 64
2021
Q3 		$26.6M Buy
83,758
+768
+0.9% +$267K 0.34% 129
2021
Q2 		$28.5M Sell
82,990
-2,293
-3% -$829K 0.35% 129
2021
Q1 		$33.3M Sell
85,283
-25,260
-23% -$9.08M 0.4% 90
2020
Q4 		$32.4M Buy
110,543
+955
+0.9% +$261K 0.37% 73
2020
Q3 		$25M Buy
+109,588
New +$24.6M 0.33% 118

Other funds holding LAD

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
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
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return
CM
Conifer Management New York $524M AUM 14.11% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wedge Capital Management's LAD Position: Q2 2025 in Review

Wedge Capital Management sold out of Lithia Motors (LAD) in Q2 2025, closing a stake of 126,377 shares — an estimated $37.1M sold.

Wedge Capital Management first reported a position in LAD in Q3 2020 and held it in 11 quarters. The position peaked at $46.5M in Q4 2024. 453 funds tracked by Wall St. Rank hold LAD as of Q2 2025.

  • Wedge Capital Management reported no remaining Lithia Motors position as of Q2 2025 after selling out during the quarter.
  • Wedge Capital Management sold 126,377 Lithia Motors shares in Q2 2025, an estimated $37.1M.
  • Wedge Capital Management first reported a position in Lithia Motors in Q3 2020 and held it in 11 quarters.
  • Wedge Capital Management's Lithia Motors position peaked at $46.5M in Q4 2024.
  • 453 funds tracked by Wall St. Rank held Lithia Motors as of Q2 2025.

Based on Wedge Capital Management's 13F filing for Q2 2025, filed 11 Jul 2025.