LITHIA MOTORS INC (LAD) Institutional Ownership Changes & 13F Activity

LITHIA MOTORS INC (LAD). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings. This page analyzes institutional buying and selling activity, new holdings, and sold-out positions among tracked filers. Notable filers include Conifer Management, First Eagle U.S. Value, Miller Value Partners, Sequoia Fund, and Sequoia Financial Advisors.

Portfolio quarterNameTypeQuantityRemainingReported stock balance
Q1 2026Conifer ManagementSell-188,000212,000$52,940,640
Q1 2026First Eagle U.S. ValueBuy42,05643,700$10,912,764
Q1 2026Miller Value PartnersBuy6542,654$662,757
Q1 2026Sequoia FundSell-612,988$746,163
Q4 2025Sequoia Financial AdvisorsBuy877877$291,454
Q4 2025Sequoia FundBuy3333,049$1,013,274
Q3 2025Conifer ManagementSell-100,000400,000$126,400,000
Q3 2025Abrams Capital ManagementBuy45,8562,490,534$787,008,744
Q3 2025First Eagle U.S. ValueSell-2351,644$519,504
Q2 2025First Eagle U.S. ValueBuy6471,879$634,764
Q1 2025Brave Warrior AdvisorsSell-230,677381,889$112,099,697
Q1 2025Abrams Capital ManagementBuy53,4902,444,678$717,610,780
Q1 2025First Eagle U.S. ValueSell-9,2861,232$361,642
Q4 2024Egerton Capital UKBuy316,845316,845$113,249,908
Q4 2024Brave Warrior AdvisorsSell-241,985612,566$218,949,465
Q4 2024Conifer ManagementSell-200,000500,000$178,715,000
Q4 2024First Eagle U.S. ValueSell-25,70010,518$3,759,448
Q4 2024Sequoia FundSell-122,716$970,780
Q3 2024First Eagle U.S. ValueBuy14,66036,218$11,504,285
Q3 2024Brave Warrior AdvisorsSell-621854,551$271,439,580
Q3 2024Sequoia FundBuy42,728$866,522
Q2 2024Brave Warrior AdvisorsBuy87,671855,172$215,888,171
Q2 2024First Eagle U.S. ValueSell-9,33221,558$5,442,318
Q2 2024Sequoia FundBuy3932,724$687,674
Q1 2024Brave Warrior AdvisorsSell-56,481767,501$230,910,351
Q1 2024First Eagle U.S. ValueBuy10,76030,890$9,293,565
Q1 2024Sequoia FundSell-302,331$701,305
Q4 2023Brave Warrior AdvisorsSell-58,926823,982$271,320,793
Q4 2023First Eagle U.S. ValueBuy7,12020,130$6,628,406
Q4 2023Sequoia FundSell-132,361$777,430

Frequently asked questions about LAD activity

  • Which institutional owners are buying LAD?

    Institutional owners buying LAD include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.

  • What does "buy" mean in LAD activity?

    "Buy" means an investor increased their reported position in LAD compared to the prior reporting period. This reflects growing exposure to LITHIA MOTORS INC (LAD) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).

  • Is institutional interest in LAD increasing?

    Institutional interest in LAD can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.

Related LAD Institutional Insights