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Winton Group’s Lithia Motors LAD Stock Holding History

Winton 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
Q2 		$4.81M Buy
+16,562
New +$4.71M 0.16% 169
2026
Q1 		– Sell
-1,510
Closed -$502K – 1268
2025
Q4 		$502K Sell
1,510
-16,480
-92% -$5.23M 0.02% 640
2025
Q3 		$5.68M Buy
17,990
+16,063
+834% +$5.18M 0.21% 148
2025
Q2 		$651K Buy
+1,927
New +$596K 0.03% 534
2023
Q4 		– Sell
-1,245
Closed -$368K – 805
2023
Q3 		$368K Buy
1,245
+504
+68% +$154K 0.03% 463
2023
Q2 		$225K Sell
741
-2,113
-74% -$506K 0.02% 627
2023
Q1 		$653K Sell
2,854
-913
-24% -$222K 0.04% 593
2022
Q4 		$771K Sell
3,767
-4,006
-52% -$856K 0.05% 495
2022
Q3 		$1.67M Sell
7,773
-8,396
-52% -$2.19M 0.11% 254
2022
Q2 		$4.44M Buy
16,169
+5,297
+49% +$1.54M 0.24% 82
2022
Q1 		$3.26M Buy
10,872
+3,179
+41% +$992K 0.17% 119
2021
Q4 		$2.28M Buy
7,693
+5,486
+249% +$1.69M 0.14% 184
2021
Q3 		$700K Buy
+2,207
New +$768K 0.04% 690
2020
Q4 		– Sell
-5,202
Closed -$1.19M – 1423
2020
Q3 		$1.19M Sell
5,202
-3,444
-40% -$775K 0.04% 745
2020
Q2 		$1.31M Buy
8,646
+425
+5% +$48.6K 0.03% 847
2020
Q1 		$672K Sell
8,221
-53,623
-87% -$6.47M 0.02% 948
2019
Q4 		$9.09M Buy
61,844
+11,842
+24% +$1.78M 0.13% 267
2019
Q3 		$6.62M Buy
50,002
+45,954
+1,135% +$5.87M 0.08% 292
2019
Q2 		$481K Buy
+4,048
New +$448K 0.01% 693
2018
Q3 		– Sell
-2,425
Closed -$229K – 1077
2018
Q2 		$229K Sell
2,425
-2,910
-55% -$288K 0.01% 929
2018
Q1 		$536K Buy
+5,335
New +$604K 0.02% 745

Other funds holding LAD

ACM
Abrams Capital Management Boston, Massachusetts $5.48B AUM 3.63% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T 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
LAM
Lyrical Asset Management New York $7.88B AUM 36.5% 1-Year Est. Return

Winton Group's LAD Position: Q2 2026 in Review

Winton Group opened a new position in Lithia Motors (LAD) in Q2 2026: 16,562 shares worth $4.81M. The stake represents 0.16% of the portfolio and ranks #169 among its holdings. This is a return to the name: Winton Group previously reported a position in LAD as recently as Q4 2025.

Winton Group first reported a position in LAD in Q1 2018 and has held it in 21 quarters since. The position peaked at $9.09M in Q4 2019. 441 funds tracked by Wall St. Rank hold LAD as of Q2 2026.

  • Winton Group held 16,562 shares of Lithia Motors worth $4.81M as of Q2 2026.
  • Lithia Motors was a new Winton Group position in Q2 2026.
  • Lithia Motors made up 0.16% of Winton Group's portfolio in Q2 2026, its #169 holding.
  • Winton Group first reported a position in Lithia Motors in Q1 2018 and has held it in 21 quarters since.
  • Winton Group's Lithia Motors position peaked at $9.09M in Q4 2019.
  • 441 funds tracked by Wall St. Rank held Lithia Motors as of Q2 2026.

Based on Winton Group's 13F filing for Q2 2026, filed 7 Aug 2026.