LAD — LITHIA MTRS INC

Ownership history in MATHER GROUP, LLC.  ·  6 quarters on record

This page tracks every 13F SEC filing in which MATHER GROUP, LLC. reported a position in LITHIA MTRS INC (LAD). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 REDUCED 256 -32 -11.1% 0.00% $81K $314.75
2025 Q1 UNCHANGED 288 — 0% 0.00% $85K $291.30
2024 Q4 UNCHANGED 288 — 0% 0.00% $103K $354.10
2024 Q3 REDUCED 288 -54 -15.8% 0.00% $91K $314.23
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% of Fund (quarterly)    LAD price (monthly, adj. close)

Other funds also holding LAD

As of 2025 Q4 — sorted by position size

Conifer Management, L.L.C. 3Y 22.02% ABRAMS CAPITAL MANAGEMENT, L.P. 3Y 7Y 14.59% Tensile Capital Management LP 3Y 7Y 9.68% IRIDIAN ASSET MANAGEMENT LLC/CT 3Y 7Y 5.77% Range Rock Capital, LLC 3.9% COOPERMAN LEON G 3Y 7Y 3.5% Hook Mill Capital Partners, LP 3Y 3.49% Park West Asset Management LLC 3Y 7Y 2.76% River Road Asset Management, LLC 3Y 7Y 2.71% Tabor Asset Management, LP 3Y 2.6%
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