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Wexford Capital’s Lithia Motors LAD Stock Holding History

Wexford 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
Q3 		– Sell
-1,197
Closed -$404K – 434
2025
Q2 		$404K Buy
+1,197
New +$370K 0.11% 122
2025
Q1 		– Sell
-1,407
Closed -$503K – 266
2024
Q4 		$503K Sell
1,407
-190
-12% -$66.9K 0.08% 102
2024
Q3 		$507K Buy
+1,597
New +$445K 0.12% 95
2022
Q1 		– Sell
-4,000
Closed -$1.19K – 190
2021
Q4 		$1.19K Buy
+4,000
New +$1.24M 0.05% 97
2020
Q3 		– Sell
-31,542
Closed -$4.77M – 233
2020
Q2 		$4.77M Buy
+31,542
New +$3.61M 1.2% 28
2019
Q4 		– Sell
-9,950
Closed -$1.32M – 141
2019
Q3 		$1.32M Buy
+9,950
New +$1.27M 0.18% 69
2017
Q2 		– Sell
-33,269
Closed -$2.85M – 186
2017
Q1 		$2.85M Buy
33,269
+8,748
+36% +$848K 0.23% 51
2016
Q4 		$2.37M Buy
+24,521
New +$2.25M 0.24% 56

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
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
LAM
Lyrical Asset Management New York $6.56B AUM 20.06% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Wexford Capital's LAD Position: Q3 2025 in Review

Wexford Capital sold out of Lithia Motors (LAD) in Q3 2025, closing a stake of 1,197 shares — an estimated $404K sold.

Wexford Capital first reported a position in LAD in Q4 2016 and held it in 8 quarters. The position peaked at $4.77M in Q2 2020. 452 funds tracked by Wall St. Rank hold LAD as of Q3 2025.

  • Wexford Capital reported no remaining Lithia Motors position as of Q3 2025 after selling out during the quarter.
  • Wexford Capital sold 1,197 Lithia Motors shares in Q3 2025, an estimated $404K.
  • Wexford Capital first reported a position in Lithia Motors in Q4 2016 and held it in 8 quarters.
  • Wexford Capital's Lithia Motors position peaked at $4.77M in Q2 2020.
  • 452 funds tracked by Wall St. Rank held Lithia Motors as of Q3 2025.

Based on Wexford Capital's 13F filing for Q3 2025, filed 14 Nov 2025.