Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Lithia Mtrs Inc (LAD)

431 + Investors. Track Smart Money conviction in LAD. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↓ -36
Streak
1Q ▼
Buyers last Q
46%

Smart Money Signals — LAD

Based on 431 hedge funds · latest filing: 2026 Q1 · updated quarterly

📉

Selling streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds reduced or closed their LAD positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.
📊

High ownership — 92% of 3.0Y peak

92% of all-time peak
431 funds currently hold this stock — 92% of the 3.0-year high of 468 funds (reached 2025 Q1). Ownership is elevated but not yet at maximum concentration. Room to grow, but watch if the trend reverses.
📉

Outflows — 8% fewer funds vs a year ago

fund count last 6Q
37 fewer hedge funds hold LAD compared to a year ago (-8% decline). When institutions consistently reduce their exposure, it's worth exploring the underlying fundamental reasons driving them away.
🟠

More sellers than buyers — 46% buying

215 buying253 selling
Last quarter: 253 funds reduced or exited vs 215 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.
⚠️

Fewer new buyers each quarter (-26 vs last Q)

new funds entering per quarter
Funds opening this position for the first time: 52 → 63 → 87 → 61. Each quarter fewer new institutions are entering. This usually means most funds that wanted in are already in — the stock is well-known but the pool of potential new buyers is shrinking.
🔒

63% of holders stayed for 2+ years

■ 63% conviction (2yr+) ■ 19% medium ■ 18% new
272 out of 431 hedge funds have held LAD for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.
💎

Buying through price weakness — shares +2%, value -24%

Value
-24%
Shares
+2%
Last quarter: funds added +2% more shares while total portfolio value only changed -24%. Institutions were buying while the price was falling — a high-conviction accumulation signal. They're deliberately loading up on the dip.
📈

Growing discovery — still being found

95 → 52 → 63 → 87 → 61 new funds/Q
New funds entering each quarter: 52 → 63 → 87 → 61. A growing number of institutions are discovering LAD each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Deep conviction — 68% of holders stayed 2+ years

■ 68% veterans ■ 9% 1-2yr ■ 22% new
Of 449 current holders: 307 (68%) have held for over 2 years without selling. These are not momentum buyers — they have lived through drawdowns and stayed. A large veteran base acts as a stabilizing force during selloffs.
✅

Strong quality — 34% AUM from major funds

34% from top-100 AUM funds
53 of 431 holders rank in the top 100 by AUM, accounting for 34% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
3.2
out of 10
Low Exit Risk
Exit risk score 3.2/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Institutional Sentiment Summary — LAD

In 2026 Q1, 215 hedge funds were net buyers of LAD (61 opened a new position, 154 added to an existing one), while 253 reduced or exited (156 trimmed, 97 sold completely) — a 46% buyer ratio, indicating roughly balanced activity. 34% of total institutional value in LAD is held by top-100 AUM funds, reflecting strong institutional quality. Net fund flow last quarter: -36 funds (more exits than new entries). Total institutional holders: 431.

Hedge Fund Ownership: LAD

How many hedge funds hold LAD — quarterly history vs. share price
Quarterly hedge fund ownership of LAD vs. share price

Market Analysis: LAD

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: LAD

-- --

Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Is It Too Late to Buy Lithia Mtrs Inc (LAD) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much LAD has moved relative to its sector benchmark (XLY) since the 2026 Q1 13F filing. A stock that has barely outrun its sector is still a relatively fresh entry point — the fund's thesis has not yet been priced in by the broader market.

Since Quarter End March 31, 2026 · 74d ago
LAD
+25.5%
XLY
+7.0%

LAD outperformed XLY by +18.5% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 29d ago
LAD
+19.6%
XLY
+0.1%

Since the filing became public, LAD outperformed XLY by +19.5% .

Interpretation: The stock has meaningfully outrun its sector. The trade has partially played out; entry is at a premium to the fund's implied reference. Learn more →

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

34 top-rated funds 2 high-conviction
Consensus
6.7
/ 10
breadth
×
Elite
2.6
/ 10
conviction
Hedge Fund Positioning: LAD
431 + Investors

Track Smart Money conviction in LAD. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 431 467 -7.71%
13F Shares 25M 25M 2.48%
Total Value $6.15B $8.11B -24.13%
New Positions 61 87 -26
Increased Positions 153 133 +20
Closed Positions 97 60 +37
Reduced Positions 152 181 -29
Total Calls 9 7 28.57%
Total Puts 12 7 71.43%
PUT/CALL Ratio 1.33 1.0 Bearish

Statistics: LAD

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Valuation Measures Data as of: --

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PEG Ratio (5yr expected) --
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Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

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Institutional Holders (2026 Q1)

431 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in LAD. Verified SEC 13F-HR filings.

QUARTER:
Top 25 LAD holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Abrams Capital Management, L.P. 13.41% 2,490,534 $621.9M
2 Conifer Management, L.L.C. 10.11% 212,000 $52.9M
3 Tensile Capital Management LP 7.97% 222,963 $55.7M
4 Iridian Asset Management LLC/Ct 6.64% 65,587 $16.4M
5 Nokomis Capital, L.L.C. 5.39% 75,241 $18.8M
6 Cooperman Leon G 2.79% 340,000 $84.9M
7 Cobalt Capital Management, INC. 2.00% 14,332 $3.6M
8 River Road Asset Management, LLC 1.85% 652,815 $163.0M
9 Agp Franklin, LLC 1.82% 14,597 $3.6M
10 Lyrical Asset Management LP 1.75% 460,622 $115.0M
11 EVR Research LP 1.50% 15,000 $3.7M
12 Bridge City Capital, LLC 1.40% 20,169 $5.0M
13 Chicago Capital, LLC 1.39% 205,825 $51.4M
14 LRT Capital Management, LLC 1.28% 5,481 $1.4M
15 Covalis Capital LLP 1.23% 79,868 $19.9M
16 Harfst & Associates, Inc. 1.10% 24,574 $6.1M
17 Range Rock Capital, LLC 1.08% 2,019 $504K
18 Rare Wolf Capital LLC 1.03% 6,367 $1.6M
19 Cooke & Bieler LP 0.98% 346,436 $86.5M
20 Bridges Investment Management Inc 0.96% 285,062 $71.2M
21 Hennessy Advisors Inc 0.96% 106,800 $26.7M
22 Red Spruce Capital, LLC 0.93% 9,060 $2.3M
23 California First Leasing Corp 0.86% 10,759 $2.7M
24 Glenview Capital Management, LLC 0.80% 127,605 $31.9M
25 Moon Capital Management LP 0.75% 4,954 $1.2M
Investor Ownership
History 		% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — Lithia Mtrs Inc (LAD)

What does the Smart Money Trend signal show for LAD?

Selling streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds reduced or closed their LAD positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.

What is the institutional breadth score for LAD?

More sellers than buyers — 46% buying: Last quarter: 253 funds reduced or exited vs 215 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.

What is the fund quality score for LAD holders?

Strong quality — 34% AUM from major funds: 53 of 431 holders rank in the top 100 by AUM, accounting for 34% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.

How long have hedge funds held LAD?

63% of holders stayed for 2+ years: 272 out of 431 hedge funds have held LAD for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Is it too late to buy Lithia Mtrs Inc (LAD) following the 2026 Q1 hedge fund 13F filings?

As of today, LAD has moved +19.6% since the 2026 Q1 13F filing date (May 15, 2026), compared to +0.1% for the XLY sector ETF — an outperformance of +19.5%. Since the quarter end (March 31, 2026), LAD has gained +25.5% vs +7.0% for XLY. The stock has meaningfully outrun its sector. The trade has partially played out; entry is at a premium to the fund's implied reference.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.

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