Yousif Capital Management’s Lithia Motors LAD Stock Holding History

Yousif Capital Management’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	$2.04M	Sell	7,038 -812	-10%	-$231K	0.02%	673
2026 Q1	$1.96M	Sell	7,850 -360	-4%	-$107K	0.02%	680
2025 Q4	$2.68M	Sell	8,210 -638	-7%	-$203K	0.03%	576
2025 Q3	$2.8M	Sell	8,848 -814	-8%	-$263K	0.03%	552
2025 Q2	$3.26M	Sell	9,662 -381	-4%	-$118K	0.04%	475
2025 Q1	$2.95M	Sell	10,043 -193	-2%	-$65.7K	0.03%	515
2024 Q4	$3.66M	Sell	10,236 -313	-3%	-$110K	0.04%	419
2024 Q3	$3.35M	Sell	10,549 -1,595	-13%	-$445K	0.04%	486
2024 Q2	$3.07M	Sell	12,144 -1,108	-8%	-$290K	0.03%	530
2024 Q1	$3.99M	Sell	13,252 -220	-2%	-$65K	0.04%	436
2023 Q4	$4.44M	Sell	13,472 -7	-0.1%	-$1.92K	0.05%	371
2023 Q3	$3.98M	Sell	13,479 -635	-4%	-$194K	0.05%	375
2023 Q2	$4.29M	Sell	14,114 -325	-2%	-$77.8K	0.05%	368
2023 Q1	$3.31M	Sell	14,439 -170	-1%	-$41.3K	0.04%	481
2022 Q4	$2.99M	Buy	14,609 +42	+0.3%	+$8.97K	0.04%	525
2022 Q3	$3.13M	Sell	14,567 -2,134	-13%	-$558K	0.04%	455
2022 Q2	$4.59M	Sell	16,701 -10	-0.1%	-$2.92K	0.06%	316
2022 Q1	$5.01M	Buy	16,711 +401	+2%	+$125K	0.05%	350
2021 Q4	$4.84M	Buy	+16,310	New	+$5.04M	0.05%	406

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

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

CPC

Consolidated Planning Corp Atlanta, Georgia $742M AUM 25.54% 1-Year Est. Return

PFSRSONJ

Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 1-Year Est. Return

Amalgamated Bank New York $14.5B AUM 44.3% 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

RWC

Rare Wolf Capital Bellevue, Washington $156M AUM

LSERS

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

Yousif Capital Management's LAD Position: Q2 2026 in Review

Yousif Capital Management reduced its Lithia Motors (LAD) stake by 10% in Q2 2026, selling an estimated $231K and leaving 7,038 shares worth $2.04M. The position accounts for 0.02% of the portfolio, ranked #673.

Yousif Capital Management first reported a position in LAD in Q4 2021 and has held it in 19 quarters since. The position peaked at $5.01M in Q1 2022. 86 funds tracked by Wall St. Rank hold LAD as of Q2 2026.

Yousif Capital Management held 7,038 shares of Lithia Motors worth $2.04M as of Q2 2026.
Yousif Capital Management sold 812 Lithia Motors shares in Q2 2026, an estimated $231K.
Lithia Motors made up 0.02% of Yousif Capital Management's portfolio in Q2 2026, its #673 holding.
Yousif Capital Management first reported a position in Lithia Motors in Q4 2021 and has held it in 19 quarters since.
Yousif Capital Management's Lithia Motors position peaked at $5.01M in Q1 2022.
86 funds tracked by Wall St. Rank held Lithia Motors as of Q2 2026.

Based on Yousif Capital Management's 13F filing for Q2 2026, filed 16 Jul 2026.