LAD — LITHIA MTRS INC CL A

Ownership history in STEPHENS INC /AR/  ·  24 quarters on record

This page tracks every 13F SEC filing in which STEPHENS INC /AR/ reported a position in LITHIA MTRS INC CL A (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.

Peak position
0.19% (2014 Q2)
Avg. % of fund
0.04%
First filed
2009 Q4
Last filed
2025 Q3
Quarters held
24
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 ADDED 1,077 +27 +2.6% 0.00% $340K $314.75
2025 Q2 REDUCED 1,050 -517 -33.0% 0.00% $355K $335.85
2025 Q1 ADDED 1,567 +878 +127.4% 0.01% $460K $291.30
2024 Q4 REDUCED 689 -7 -1.0% 0.00% $246K $354.10
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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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