Y-Intercept (HK)’s Lithia Motors LAD Stock Holding History

Y-Intercept (HK)’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	–	Sell	-1,130	Closed	-$282K	–	1963
2026 Q1	$282K	Buy	+1,130	New	+$336K	0.01%	1387
2025 Q3	–	Sell	-8,057	Closed	-$2.72M	–	1814
2025 Q2	$2.72M	Buy	+8,057	New	+$2.49M	0.07%	467
2024 Q2	–	Sell	-2,706	Closed	-$814K	–	1664
2024 Q1	$814K	Buy	+2,706	New	+$800K	0.06%	472
2022 Q1	–	Sell	-1,980	Closed	-$588K	–	840
2021 Q4	$588K	Buy	+1,980	New	+$612K	0.14%	212
2021 Q3	–	Sell	-2,104	Closed	-$723K	–	791
2021 Q2	$723K	Buy	+2,104	New	+$761K	0.18%	172

Other funds holding LAD

RRAM

River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return

HAI

Hennessy Advisors Inc Novato, California $3.13B AUM 77.26% 1-Year Est. Return

RSC

Red Spruce Capital Berwyn, Pennsylvania $287M AUM 38.81% 1-Year Est. Return

1WA

180 Wealth Advisors Federal Way, Washington $997M AUM 47.84% 1-Year Est. Return

YCM

Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return

LSERS

Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.74B AUM 53.06% 1-Year Est. Return

SWM

SeaCrest Wealth Management Purchase, New York $903M AUM 47.26% 1-Year Est. Return

CNAM

Campbell Newman Asset Management Milwaukee, Wisconsin $1.35B AUM 38.87% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

PFS

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

Y-Intercept (HK)'s LAD Position: Q2 2026 in Review

Y-Intercept (HK) sold out of Lithia Motors (LAD) in Q2 2026, closing a stake of 1,130 shares — an estimated $282K sold.

Y-Intercept (HK) first reported a position in LAD in Q2 2021 and held it in 5 quarters. The position peaked at $2.72M in Q2 2025. 63 funds tracked by Wall St. Rank hold LAD as of Q2 2026.

Y-Intercept (HK) reported no remaining Lithia Motors position as of Q2 2026 after selling out during the quarter.
Y-Intercept (HK) sold 1,130 Lithia Motors shares in Q2 2026, an estimated $282K.
Y-Intercept (HK) first reported a position in Lithia Motors in Q2 2021 and held it in 5 quarters.
Y-Intercept (HK)'s Lithia Motors position peaked at $2.72M in Q2 2025.
63 funds tracked by Wall St. Rank held Lithia Motors as of Q2 2026.

Based on Y-Intercept (HK)'s 13F filing for Q2 2026, filed 14 Jul 2026.