Chicago Capital, LLC LAD — LITHIA MTRS INC

Ownership history in Chicago Capital, LLC  ·  22 quarters on record

AI Ownership Summary

Chicago Capital, LLC reported LITHIA MTRS INC (LAD) in 22 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 2.39% in 2023 Q4. The latest visible filing shows LAD at 1.39% 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 Chicago Capital, LLC'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
2026 Q1

LAD was reported at 1.39% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
2.39% 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 2026 Q1

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 Chicago Capital, LLC fund profile Chicago Capital, LLC full holdings
How Chicago Capital, LLC held LAD — position size vs. price
% of Fund (quarterly)    LAD price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 10 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED — — — 205,825 +7,433 +3.7% 1.39% $51.4M 2026-04-24 $274.38
2025 Q4 ADDED — — — 198,392 +11,384 +6.1% 1.63% $65.9M 2026-01-26 $321.31
2025 Q3 REDUCED 5.4% +7.4% ❌ 187,008 -10,714 -5.4% 1.45% $59.1M 2025-10-22 $306.53
2025 Q2 REDUCED 8.0% -4.7% ✅ 197,722 -17,148 -8.0% 1.65% $66.8M 2025-07-17 $305.27
2025 Q1 ADDED — — — 214,870 +1,172 +0.5% 1.78% $63.1M 2025-04-17 $285.79
2024 Q4 REDUCED — — — 213,698 -3,404 -1.6% 2.03% $76.4M 2025-01-24 $341.80
2024 Q3 ADDED — — — 217,102 +2,666 +1.2% 1.92% $69.0M 2024-10-18 $309.90
2024 Q2 ADDED — — — 214,436 +705 +0.3% 1.61% $54.1M 2024-08-06 $275.93
2024 Q1 ADDED — — — 213,731 +11,808 +5.8% 1.96% $64.3M 2024-04-15 $253.77
2023 Q4 REDUCED — — — 201,923 -7,599 -3.6% 2.39% $66.5M 2024-01-22 $298.00
12 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding LAD

As of 2026 Q1 — sorted by position size

IRIDIAN ASSET MANAGEMENT LLC/CT 3Y 7Y 6.64% River Road Asset Management, LLC 3Y 7Y 1.85% AGP FRANKLIN, LLC 1.82% LYRICAL ASSET MANAGEMENT LP 3Y 7Y 1.75% COOKE & BIELER LP 3Y 7Y 0.98% BRIDGES INVESTMENT MANAGEMENT INC 3Y 7Y 0.96% HENNESSY ADVISORS INC 3Y 7Y 0.96% Red Spruce Capital, LLC 3Y 0.93% CALIFORNIA FIRST LEASING CORP 3Y 0.86% THOMPSON SIEGEL & WALMSLEY LLC 3Y 7Y 0.79%

FAQ About Chicago Capital, LLC and LAD

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

How long has Chicago Capital, LLC reported owning LAD?

Chicago Capital, LLC reported LAD across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported LAD position in Chicago Capital, LLC's portfolio?

The largest reported portfolio weight for LAD was 2.39% in 2023 Q4.

What is the latest reported LAD position on this page?

The most recent filing on this page is 2026 Q1, when Chicago Capital, LLC reported 205,825 shares, equal to 1.39% of portfolio, with an estimated market value of $51.4M.

What does the chart on this LAD ownership page compare?

The chart compares Chicago Capital, LLC'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.

How well did Chicago Capital, LLC time their LAD position?

Based on 13F filing dates vs. subsequent LAD price moves, Chicago Capital, LLC correctly timed 12 out of 21 reported position changes (57%). The annualised alpha on LAD relative to SPY over the holding period was -15.2%.

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