YMRC
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Yorktown Management & Research Company’s Lithia Motors LAD Stock Holding History

Yorktown Management & Research Company’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 		$610K Hold
2,100
– – 0.37% 95
2026
Q1 		$524K Hold
2,100
– – 0.44% 76
2025
Q4 		$698K Hold
2,100
– – 0.56% 50
2025
Q3 		$664K Hold
2,100
– – 0.53% 51
2025
Q2 		$709K Hold
2,100
– – 0.68% 29
2025
Q1 		$616K Hold
2,100
– – 0.67% 40
2024
Q4 		$751K Hold
2,100
– – 0.72% 28
2024
Q3 		$667K Hold
2,100
– – 0.68% 38
2024
Q2 		$530K Hold
2,100
– – 0.57% 53
2024
Q1 		$632K Hold
2,100
– – 0.6% 44
2023
Q4 		$691K Hold
2,100
– – 0.72% 32
2023
Q3 		$620K Hold
2,100
– – 0.7% 30
2023
Q2 		$639K Hold
2,100
– – 0.69% 34
2023
Q1 		$481K Hold
2,100
– – 0.52% 74
2022
Q4 		$430K Sell
2,100
-2,350
-53% -$502K 0.53% 69
2022
Q3 		$955K Hold
4,450
– – 1.24% 8
2022
Q2 		$1.22M Sell
4,450
-1,300
-23% -$379K 1.58% 4
2022
Q1 		$1.73M Sell
5,750
-1,000
-15% -$312K 1.46% 8
2021
Q4 		$2M Buy
6,750
+1,000
+17% +$309K 1.35% 9
2021
Q3 		$1.82M Hold
5,750
– – 1.37% 7
2021
Q2 		$1.98M Buy
5,750
+400
+7% +$145K 1.55% 6
2021
Q1 		$2.09M Buy
5,350
+300
+6% +$108K 1.73% 3
2020
Q4 		$1.48M Sell
5,050
-600
-11% -$164K 1.33% 7
2020
Q3 		$1.29M Buy
5,650
+650
+13% +$146K 1.2% 6
2020
Q2 		$757K Hold
5,000
– – 0.68% 13
2020
Q1 		$409K Sell
5,000
-1,600
-24% -$193K 0.41% 87
2019
Q4 		$970K Hold
6,600
– – 0.52% 65
2019
Q3 		$874K Buy
+6,600
New +$843K 0.47% 68

Other funds holding LAD

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
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
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.65B AUM 9.66% 1-Year Est. Return
BIM
Bridges Investment Management Omaha, Nebraska $8.22B AUM 21.38% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
CC
Chicago Capital Chicago, Illinois $4.15B AUM 31.09% 1-Year Est. Return
HAI
Hennessy Advisors Inc Novato, California $3.13B AUM 77.26% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59.9B AUM 27.01% 1-Year Est. Return
IAM
Iridian Asset Management Westport, Connecticut $291M AUM 49.45% 1-Year Est. Return

Yorktown Management & Research Company's LAD Position: Q2 2026 in Review

Yorktown Management & Research Company held its Lithia Motors (LAD) position steady in Q2 2026 at 2,100 shares worth $610K. The position accounts for 0.37% of the portfolio, ranked #95.

Yorktown Management & Research Company first reported a position in LAD in Q3 2019 and has held it in 28 quarters since. The position peaked at $2.09M in Q1 2021. 200 funds tracked by Wall St. Rank hold LAD as of Q2 2026.

  • Yorktown Management & Research Company held 2,100 shares of Lithia Motors worth $610K as of Q2 2026.
  • Yorktown Management & Research Company left its Lithia Motors share count unchanged in Q2 2026.
  • Lithia Motors made up 0.37% of Yorktown Management & Research Company's portfolio in Q2 2026, its #95 holding.
  • Yorktown Management & Research Company first reported a position in Lithia Motors in Q3 2019 and has held it in 28 quarters since.
  • Yorktown Management & Research Company's Lithia Motors position peaked at $2.09M in Q1 2021.
  • 200 funds tracked by Wall St. Rank held Lithia Motors as of Q2 2026.

Based on Yorktown Management & Research Company's 13F filing for Q2 2026, filed 23 Jul 2026.