LAD β€” LITHIA MTRS INC

Ownership history in Mariner, LLC  Β·  14 quarters on record

AI Ownership Summary

Mariner, LLC reported LITHIA MTRS INC (LAD) in 14 quarterly 13F filings from 2023 Q3 through 2025 Q3. The latest visible filing shows LAD at 0.00% 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 Mariner, 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
2025 Q3

LAD was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.0% in 2023 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 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.

How Mariner, LLC 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 Q3 REDUCED 2,134 -826 -27.9% 0.00% $674K 2025-11-14 $293.37
2025 Q2 ADDED 2,960 +866 +41.4% 0.00% $1000K 2025-08-14 $306.88
2025 Q1 ADDED 2,094 +619 +42.0% 0.00% $615K 2025-05-15 $318.56
2024 Q4 ADDED 1,475 +42 +2.9% 0.00% $527K 2025-02-13 $381.11
2024 Q3 REDUCED 1,433 -941 -39.6% 0.00% $456K 2024-11-13 $372.61
2024 Q2 REDUCED 2,374 -1,188 -33.4% 0.00% $599K 2024-08-13 $281.44
2024 Q1 REDUCED 3,562 -741 -17.2% 0.00% $1.1M 2024-05-15 $267.08
2023 Q4 REDUCED 4,303 -98 -2.2% 0.00% $1.4M 2024-02-14 $298.60
2023 Q3 ADDED 4,401 +174 +4.1% 0.00% $1.3M 2023-11-13 $254.40
5 older quarters hidden  β€”  Sign in free or upgrade to Premium to see full history

FAQ About Mariner, 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 Mariner, LLC reported owning LAD?

Mariner, LLC reported LAD across 9 quarterly 13F filings, from 2023 Q3 through 2025 Q3.

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

The largest reported portfolio weight for LAD was 0.00% in 2023 Q3.

What is the latest reported LAD position on this page?

The most recent filing on this page is 2025 Q3, when Mariner, LLC reported 2,134 shares, equal to 0.00% of portfolio, with an estimated market value of $674K.

What does the chart on this LAD ownership page compare?

The chart compares Mariner, 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.

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