LAD β€” LITHIA MTRS INC

Ownership history in ADVENT INTERNATIONAL, L.P.  Β·  7 quarters on record

AI Ownership Summary

ADVENT INTERNATIONAL, L.P. reported LITHIA MTRS INC (LAD) in 7 quarterly 13F filings from 2024 Q2 through 2025 Q4. Peak portfolio weight reached 2.66% in 2025 Q1. The latest visible filing shows LAD at 1.04% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this LAD ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was ADVENT INTERNATIONAL, L.P.'s position in LITHIA MTRS INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

LAD was reported at 1.04% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
2.66% in 2025 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q2 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How ADVENT INTERNATIONAL, L.P. held LAD β€” position size vs. price
% of Fund (quarterly)    LAD price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 7 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED 151,671 +1,490 +1.0% 1.04% $50.4M 2026-02-14 (Est.) $300.70
2025 Q3 ADDED 150,181 +780 +0.5% 0.96% $47.5M 2025-11-14 $293.37
2025 Q2 REDUCED 149,401 -137,385 -47.9% 1.64% $50.5M 2025-08-14 $306.88
2025 Q1 ADDED 286,786 +69,635 +32.1% 2.66% $84.2M 2025-05-15 $318.56
2024 Q4 ADDED 217,151 +75,151 +52.9% 1.81% $77.6M 2025-02-14 $376.09
2024 Q3 UNCHANGED 142,000 β€” 0% 0.95% $45.1M 2024-11-14 $369.14
2024 Q2 INITIATED 142,000 β€” β€” 0.86% $35.8M 2024-08-14 $277.57

FAQ About ADVENT INTERNATIONAL, L.P. and LAD

These are the practical questions this page is built to answer before you even open the full history table.

How long has ADVENT INTERNATIONAL, L.P. reported owning LAD?

ADVENT INTERNATIONAL, L.P. reported LAD across 7 quarterly 13F filings, from 2024 Q2 through 2025 Q4.

What was the largest reported LAD position in ADVENT INTERNATIONAL, L.P.'s portfolio?

The largest reported portfolio weight for LAD was 2.66% in 2025 Q1.

What is the latest reported LAD position on this page?

The most recent filing on this page is 2025 Q4, when ADVENT INTERNATIONAL, L.P. reported 151,671 shares, equal to 1.04% of portfolio, with an estimated market value of $50.4M.

What does the chart on this LAD ownership page compare?

The chart compares ADVENT INTERNATIONAL, L.P.'s quarterly LAD portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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