LAD β€” LITHIA MTRS INC

Ownership history in CARDINAL CAPITAL MANAGEMENT LLC /CT  Β·  40 quarters on record

AI Ownership Summary

CARDINAL CAPITAL MANAGEMENT LLC /CT reported LITHIA MTRS INC (LAD) in 40 quarterly 13F filings from 2023 Q4 through 2024 Q3. Peak portfolio weight reached 3.96% in 2023 Q4. The latest visible filing shows LAD at 3.03% 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. Older history is available after unlock; the visible window still shows the most recent pattern.

What this LAD ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was CARDINAL CAPITAL MANAGEMENT LLC /CT'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
2024 Q3

LAD was reported at 3.03% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
3.96% in 2023 Q4

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

Time in book
Holding Window
2023 Q4 to 2024 Q3

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.

LAD stock page CARDINAL CAPITAL MANAGEMENT LLC /CT fund profile CARDINAL CAPITAL MANAGEMENT LLC /CT full holdings
How CARDINAL CAPITAL MANAGEMENT LLC /CT held LAD β€” position size vs. price
% of Fund (quarterly)    LAD price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 4 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2024 Q3 UNCHANGED 43,823 β€” 0% 3.03% $11.1M 2024-11-14 (Est.) $369.14
2024 Q2 REDUCED 43,823 -182,487 -80.6% 3.03% $11.1M 2024-08-14 $277.57
2024 Q1 REDUCED 226,310 -35,572 -13.6% 3.42% $68.1M 2024-05-14 $271.49
2023 Q4 REDUCED 261,882 -44,182 -14.4% 3.96% $86.2M 2024-02-13 $293.48
36 older quarters hidden  β€”  Sign in free or upgrade to Premium to see full history

🏒 Other funds also holding LAD

As of 2026 Q1 β€” sorted by position size

AGP FRANKLIN, LLC 1.82% HENNESSY ADVISORS INC 3Y 7Y 0.96% Red Spruce Capital, LLC 3Y 0.93% PCB Capital LLC 0.58% Yorktown Management & Research Co Inc 3Y 7Y 0.44% CPC Advisors, LLC 3Y 0.41% Sendero Wealth Management, LLC 3Y 0.39% VISIONARY HORIZONS, LLC 0.39% Whalen Wealth Management Inc. 0.18% SeaCrest Wealth Management, LLC 3Y 7Y 0.17%

FAQ About CARDINAL CAPITAL MANAGEMENT LLC /CT and LAD

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

How long has CARDINAL CAPITAL MANAGEMENT LLC /CT reported owning LAD?

CARDINAL CAPITAL MANAGEMENT LLC /CT reported LAD across 4 quarterly 13F filings, from 2023 Q4 through 2024 Q3.

What was the largest reported LAD position in CARDINAL CAPITAL MANAGEMENT LLC /CT's portfolio?

The largest reported portfolio weight for LAD was 3.96% in 2023 Q4.

What is the latest reported LAD position on this page?

The most recent filing on this page is 2024 Q3, when CARDINAL CAPITAL MANAGEMENT LLC /CT reported 43,823 shares, equal to 3.03% of portfolio, with an estimated market value of $11.1M.

What does the chart on this LAD ownership page compare?

The chart compares CARDINAL CAPITAL MANAGEMENT LLC /CT'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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