LAD β€” LITHIA MOTORS INC

Ownership history in IRIDIAN ASSET MANAGEMENT LLC/CT  Β·  21 quarters on record

AI Ownership Summary

IRIDIAN ASSET MANAGEMENT LLC/CT reported LITHIA MOTORS INC (LAD) in 21 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 6.24% in 2025 Q2. The latest visible filing shows LAD at 5.77% 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 IRIDIAN ASSET MANAGEMENT LLC/CT's position in LITHIA MOTORS 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 5.77% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
6.24% in 2025 Q2

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 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 IRIDIAN ASSET MANAGEMENT LLC/CT held LAD β€” position size vs. price
% of Fund (quarterly)    LAD price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 9 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED 47,182 -116 -0.2% 5.77% $15.7M 2026-02-14 (Est.) $300.70
2025 Q3 REDUCED 47,298 -6,073 -11.4% 5.88% $14.9M 2025-10-24 $330.29
2025 Q2 REDUCED 53,371 -8,053 -13.1% 6.24% $18.0M 2025-08-14 $306.88
2025 Q1 ADDED 61,424 +7,575 +14.1% 5.65% $18.0M 2025-04-30 $290.53
2024 Q4 REDUCED 53,849 -11,792 -18.0% 5.12% $19.2M 2025-01-28 $364.46
2024 Q3 REDUCED 65,641 -7,399 -10.1% 4.46% $20.9M 2024-10-25 $329.53
2024 Q2 ADDED 73,040 +4,203 +6.1% 4.16% $18.4M 2024-07-26 $257.70
2024 Q1 ADDED 68,837 +6,171 +9.8% 4.06% $20.7M 2024-05-01 $250.45
2023 Q4 REDUCED 62,666 -7,875 -11.2% 3.74% $20.6M 2024-01-26 $293.59
12 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

Crumly & Associates Inc. 3Y 0.06%

FAQ About IRIDIAN ASSET 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 IRIDIAN ASSET MANAGEMENT LLC/CT reported owning LAD?

IRIDIAN ASSET MANAGEMENT LLC/CT reported LAD across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

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

The largest reported portfolio weight for LAD was 6.24% in 2025 Q2.

What is the latest reported LAD position on this page?

The most recent filing on this page is 2025 Q4, when IRIDIAN ASSET MANAGEMENT LLC/CT reported 47,182 shares, equal to 5.77% of portfolio, with an estimated market value of $15.7M.

What does the chart on this LAD ownership page compare?

The chart compares IRIDIAN ASSET 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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