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
Q3 2023Brave Warrior AdvisorsSell-264,351882,908$260,749,220
Q3 2023Abrams Capital ManagementBuy40,1202,391,188$706,189,552
Q3 2023First Eagle U.S. ValueSell-21,65913,010$3,842,243
Q2 2023Conifer ManagementBuy200,000700,000$212,877,000
Q2 2023Brave Warrior AdvisorsBuy77,4371,147,259$348,892,934
Q2 2023First Eagle U.S. ValueSell-4,66434,669$10,543,190
Q2 2023Miller Value PartnersBuy1,0002,000$608,220
Q2 2023Sequoia FundBuy2162,374$721,957
Q1 2023Baupost GroupSell-184,95765,043$14,890
Q1 2023Brave Warrior AdvisorsSell-14,6391,069,822$244,914,350
Q1 2023First Eagle U.S. ValueBuy11,79139,333$9,004,504
Q1 2023Sequoia FundBuy972,158$494,031
Q4 2022Conifer ManagementBuy500,000500,000$102,370,000
Q4 2022Brave Warrior AdvisorsSell-51,7471,084,461$222,032,545
Q4 2022First Eagle U.S. ValueBuy9,53727,542$5,638,949
Q4 2022Sequoia FundBuy2,0612,061$421,969
Q4 2022Miller Value PartnersBuy1,0001,000$204,740
Q3 2022Baupost GroupBuy250,000250,000$53,638
Q3 2022Brave Warrior AdvisorsBuy144,9071,136,208$243,773
Q3 2022First Eagle U.S. ValueBuy8,68018,005$3,863
Q2 2022Brave Warrior AdvisorsBuy106,194991,301$272,419
Q2 2022First Eagle U.S. ValueBuy7,8449,325$2,563
Q1 2022Brave Warrior AdvisorsBuy885,107885,107$265,638
Q1 2022Viking Global InvestorsSell-474,180316,904$95,109
Q1 2022First Eagle U.S. ValueSell-1,6191,481$444
Q4 2021Renaissance Technologies LLCSell-38,60022,600$6,711
Q4 2021Viking Global InvestorsSell-12,388791,084$234,912
Q4 2021First Eagle U.S. ValueBuy3,1003,100$921
Q3 2021Renaissance Technologies LLCBuy27,40061,200$19,403
Q3 2021Viking Global InvestorsSell-4,021803,472$254,733

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.

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