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Westwood Holdings Group’s Lithia Motors LAD Stock Holding History

Westwood Holdings Group’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 		$22.6M Buy
90,517
+5,171
+6% +$1.54M 0.16% 190
2025
Q4 		$28.4M Sell
85,346
-4,733
-5% -$1.5M 0.23% 155
2025
Q3 		$28.5M Buy
90,079
+5,492
+6% +$1.77M 0.2% 157
2025
Q2 		$28.6M Buy
84,587
+7,204
+9% +$2.23M 0.21% 152
2025
Q1 		$22.7M Buy
77,383
+7,186
+10% +$2.45M 0.17% 154
2024
Q4 		$25.1M Sell
70,197
-20,878
-23% -$7.35M 0.19% 152
2024
Q3 		$28.9M Buy
91,075
+20,670
+29% +$5.76M 0.12% 182
2024
Q2 		$17.8M Buy
70,405
+13,126
+23% +$3.44M 0.08% 209
2024
Q1 		$17.2M Buy
57,279
+12,035
+27% +$3.56M 0.14% 185
2023
Q4 		$14.9M Buy
45,244
+1,331
+3% +$365K 0.13% 176
2023
Q3 		$13M Buy
43,913
+5,139
+13% +$1.57M 0.12% 169
2023
Q2 		$11.8M Sell
38,774
-3,125
-7% -$748K 0.11% 187
2023
Q1 		$9.59M Buy
41,899
+40,825
+3,801% +$9.93M 0.09% 204
2022
Q4 		$220K Buy
+1,074
New +$230K ﹤0.01% 485
2018
Q4 		– Sell
-489,229
Closed -$40M – 410
2018
Q3 		$40M Buy
489,229
+8,222
+2% +$725K 0.35% 87
2018
Q2 		$45.5M Buy
481,007
+200,922
+72% +$19.9M 0.38% 86
2018
Q1 		$28.2M Buy
280,085
+54,230
+24% +$6.14M 0.23% 135
2017
Q4 		$25.7M Buy
225,855
+17,425
+8% +$2.03M 0.19% 142
2017
Q3 		$25.1M Buy
208,430
+2,606
+1% +$273K 0.2% 138
2017
Q2 		$19.4M Buy
205,824
+52,598
+34% +$4.75M 0.16% 148
2017
Q1 		$13.1M Buy
153,226
+11,180
+8% +$1.08M 0.11% 168
2016
Q4 		$13.8M Buy
142,046
+8,345
+6% +$765K 0.11% 157
2016
Q3 		$12.8M Sell
133,701
-24,050
-15% -$2.02M 0.11% 148
2016
Q2 		$11.2M Buy
157,751
+34,940
+28% +$2.8M 0.1% 170
2016
Q1 		$10.7M Buy
122,811
+42,775
+53% +$3.68M 0.09% 170
2015
Q4 		$8.54M Buy
80,036
+5,525
+7% +$635K 0.07% 194
2015
Q3 		$8.05M Sell
74,511
-4,560
-6% -$512K 0.07% 181
2015
Q2 		$8.95M Sell
79,071
-13,000
-14% -$1.38M 0.07% 178
2015
Q1 		$9.15M Sell
92,071
-460,871
-83% -$41.4M 0.07% 176
2014
Q4 		$47.9M Sell
552,942
-6,555
-1% -$508K 0.37% 103
2014
Q3 		$42.3M Sell
559,497
-114,539
-17% -$10.1M 0.33% 109
2014
Q2 		$63.4M Sell
674,036
-60,918
-8% -$4.66M 0.47% 86
2014
Q1 		$48.8M Buy
734,954
+636,433
+646% +$39.7M 0.38% 94
2013
Q4 		$6.84M Buy
98,521
+53,800
+120% +$3.61M 0.05% 182
2013
Q3 		$3.26M Sell
44,721
-3,500
-7% -$229K 0.03% 240
2013
Q2 		$2.57M Buy
+48,221
New +$2.42M 0.02% 260

Other funds holding LAD

BlackRock
BlackRock New York $6.73T AUM 46.02% 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
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
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T 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
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return

Westwood Holdings Group's LAD Position: Q1 2026 in Review

Westwood Holdings Group increased its Lithia Motors (LAD) stake by 6.1% in Q1 2026, buying an estimated $1.54M and bringing the position to 90,517 shares worth $22.6M. The position accounts for 0.16% of the portfolio, ranked #190.

Westwood Holdings Group first reported a position in LAD in Q2 2013 and has held it in 36 quarters since. The position peaked at $63.4M in Q2 2014. 434 funds tracked by Wall St. Rank hold LAD as of Q1 2026.

  • Westwood Holdings Group held 90,517 shares of Lithia Motors worth $22.6M as of Q1 2026.
  • Westwood Holdings Group bought 5,171 Lithia Motors shares in Q1 2026, an estimated $1.54M.
  • Lithia Motors made up 0.16% of Westwood Holdings Group's portfolio in Q1 2026, its #190 holding.
  • Westwood Holdings Group first reported a position in Lithia Motors in Q2 2013 and has held it in 36 quarters since.
  • Westwood Holdings Group's Lithia Motors position peaked at $63.4M in Q2 2014.
  • 434 funds tracked by Wall St. Rank held Lithia Motors as of Q1 2026.

Based on Westwood Holdings Group's 13F filing for Q1 2026, filed 15 May 2026.