LAD β€” LITHIA MTRS INC

Ownership history in Conifer Management, L.L.C.  Β·  13 quarters on record

AI Ownership Summary

Conifer Management, L.L.C. reported LITHIA MTRS INC (LAD) in 13 quarterly 13F filings from 2023 Q3 through 2025 Q4. Peak portfolio weight reached 25.45% in 2024 Q3. The latest visible filing shows LAD at 22.02% 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 Conifer Management, L.L.C.'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 22.02% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
25.45% in 2024 Q3

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

Time in book
Holding Window
2023 Q3 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 Conifer Management, L.L.C. held LAD β€” position size vs. price
% of Fund (quarterly)    LAD price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 10 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 UNCHANGED 400,000 β€” 0% 22.02% $132.9M 2026-02-14 (Est.) $300.70
2025 Q3 REDUCED 400,000 -100,000 -20.0% 20.03% $126.4M 2025-11-14 $293.37
2025 Q2 UNCHANGED 500,000 β€” 0% 21.98% $168.9M 2025-08-14 $306.88
2025 Q1 UNCHANGED 500,000 β€” 0% 22.25% $146.8M 2025-05-15 $318.56
2024 Q4 REDUCED 500,000 -200,000 -28.6% 23.04% $178.7M 2025-02-14 $376.09
2024 Q3 UNCHANGED 700,000 β€” 0% 25.45% $222.3M 2024-11-14 $369.14
2024 Q2 UNCHANGED 700,000 β€” 0% 21.67% $176.7M 2024-08-14 $277.57
2024 Q1 UNCHANGED 700,000 β€” 0% 23.24% $210.6M 2024-05-15 $267.08
2023 Q4 UNCHANGED 700,000 β€” 0% 22.38% $230.5M 2024-02-14 $298.60
2023 Q3 UNCHANGED 700,000 β€” 0% 23.30% $206.7M 2023-11-14 $270.65
3 older quarters hidden  β€”  Sign in free or upgrade to Premium to see full history

FAQ About Conifer Management, L.L.C. and LAD

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

How long has Conifer Management, L.L.C. reported owning LAD?

Conifer Management, L.L.C. reported LAD across 10 quarterly 13F filings, from 2023 Q3 through 2025 Q4.

What was the largest reported LAD position in Conifer Management, L.L.C.'s portfolio?

The largest reported portfolio weight for LAD was 25.45% in 2024 Q3.

What is the latest reported LAD position on this page?

The most recent filing on this page is 2025 Q4, when Conifer Management, L.L.C. reported 400,000 shares, equal to 22.02% of portfolio, with an estimated market value of $132.9M.

What does the chart on this LAD ownership page compare?

The chart compares Conifer Management, L.L.C.'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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