West Branch Capital’s Lithia Motors LAD Stock Holding History

West Branch 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
2025 Q4	–	Sell	-45	Closed	-$14.2K	–	445
2025 Q3	$14.2K	Hold	45	–	–	﹤0.01%	233
2025 Q2	$15.2K	Hold	45	–	–	﹤0.01%	230
2025 Q1	$13.2K	Hold	45	–	–	﹤0.01%	259
2024 Q4	$16.1K	Hold	45	–	–	0.01%	235
2024 Q3	$14.3K	Hold	45	–	–	﹤0.01%	247
2024 Q2	$11.4K	Hold	45	–	–	﹤0.01%	264
2024 Q1	$13.5K	Hold	45	–	–	0.01%	255
2023 Q4	$14.8K	Hold	45	–	–	0.01%	252
2023 Q3	$13.3K	Hold	45	–	–	0.01%	255
2023 Q2	$13.7K	Hold	45	–	–	0.01%	258
2023 Q1	$10.3K	Hold	45	–	–	0.01%	285
2022 Q4	$9.21K	Hold	45	–	–	0.01%	291
2022 Q3	$10K	Hold	45	–	–	0.01%	287
2022 Q2	$12K	Hold	45	–	–	0.01%	259
2022 Q1	$14K	Hold	45	–	–	0.01%	264
2021 Q4	$13K	Hold	45	–	–	0.01%	301
2021 Q3	$14K	Hold	45	–	–	0.01%	277
2021 Q2	$15K	Buy	+45	New	+$16.3K	0.01%	282

Other funds holding LAD

ACM

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

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

BlackRock New York $5.72T AUM 30.48% 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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

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

LAM

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

West Branch Capital's LAD Position: Q4 2025 in Review

West Branch Capital sold out of Lithia Motors (LAD) in Q4 2025, closing a stake of 45 shares — an estimated $14.2K sold.

West Branch Capital first reported a position in LAD in Q2 2021 and held it in 18 quarters. The position peaked at $16.1K in Q4 2024. 478 funds tracked by Wall St. Rank hold LAD as of Q4 2025.

West Branch Capital reported no remaining Lithia Motors position as of Q4 2025 after selling out during the quarter.
West Branch Capital sold 45 Lithia Motors shares in Q4 2025, an estimated $14.2K.
West Branch Capital first reported a position in Lithia Motors in Q2 2021 and held it in 18 quarters.
West Branch Capital's Lithia Motors position peaked at $16.1K in Q4 2024.
478 funds tracked by Wall St. Rank held Lithia Motors as of Q4 2025.

Based on West Branch Capital's 13F filing for Q4 2025, filed 16 Jan 2026.