Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Lithia Mtrs Inc (LAD)

436 + 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
↑ +11
Streak
1Q ▲
Buyers last Q
50%

Smart Money Signals — LAD

Based on 445 hedge funds · latest filing: 2026 Q2 · updated quarterly

📈

Buying streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds added LAD than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.
🏔️

At the ownership peak (95% of max)

95% of all-time peak
445 hedge funds hold LAD right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.
〰️

Stable — ownership unchanged year-over-year

fund count last 6Q
The number of hedge funds holding LAD is almost the same as a year ago (+0 funds, +0% change). No significant rush to buy or sell — institutional backing is holding steady.
🟡

Slight buying edge — 50% buying

229 buying232 selling
Last quarter: 229 funds bought or added vs 232 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.
📈

More new buyers each quarter (+18 vs last Q)

new funds entering per quarter
Funds opening a new LAD position: 63 → 87 → 62 → 80. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

63% of holders stayed for 2+ years

■ 63% conviction (2yr+) ■ 18% medium ■ 19% new
281 out of 445 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.
➡️

Steady discovery — ~80 new funds/quarter

54 → 63 → 87 → 62 → 80 new funds/Q
New funds entering each quarter: 63 → 87 → 62 → 80. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Veteran-anchored — 69% veterans vs 19% newcomers

■ 69% veterans ■ 13% 1-2yr ■ 19% new
Entry-cohort mix of 462 holders: 317 (69%) are 2+ year veterans, 58 entered 1–2 years ago, and 87 (19%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
🏆

Elite ownership — 47% AUM from top-100 funds

47% from top-100 AUM funds
57 of 441 holders are among the 100 largest funds by AUM, controlling 47% of total institutional value in LAD. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
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 Q2, 229 hedge funds were net buyers of LAD (80 opened a new position, 149 added to an existing one), while 232 reduced or exited (163 trimmed, 69 sold completely) — a 50% buyer ratio, indicating a slight buying edge. 47% of total institutional value in LAD is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +11 funds (more new holders than closures). Total institutional holders: 445.

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

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

Loading signal freshness…
Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

17 top-rated funds 1 high-conviction
Consensus
5.5
/ 10
breadth
×
Elite
2.3
/ 10
conviction
Hedge Fund Positioning: LAD
436 + Investors

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

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 436 434 0.46%
13F Shares 26M 26M -0.25%
Total Value $7.25B $6.28B 15.42%
New Positions 78 62 +16
Increased Positions 146 154 -8
Closed Positions 72 96 -24
Reduced Positions 155 153 +2
Total Calls 10 9 11.11%
Total Puts 10 12 -16.67%
PUT/CALL Ratio 1.0 1.33 Neutral

Statistics: LAD

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Institutional Holders (2026 Q2)

436 + 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 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Abrams Capital Management, L.P. 13.20% 2,490,534 $723.5M
2 Tensile Capital Management LP 8.94% 222,963 $64.8M
3 Iridian Asset Management LLC/Ct 6.37% 63,863 $18.6M
4 Nokomis Capital, L.L.C. 6.13% 62,888 $18.3M
5 Cooperman Leon G 2.78% 340,000 $98.8M
6 River Road Asset Management, LLC 2.21% 682,689 $198.3M
7 Lyrical Asset Management LP 1.84% 498,050 $144.7M
8 Bridge City Capital, LLC 1.50% 22,656 $6.6M
9 Chicago Capital, LLC 1.37% 195,227 $56.7M
10 Rare Wolf Capital LLC 1.34% 7,204 $2.1M
11 Harfst & Associates, Inc. 1.06% 23,525 $6.8M
12 Cooke & Bieler LP 1.03% 306,231 $89.0M
13 Hennessy Advisors Inc 0.99% 106,800 $31.0M
14 Bridges Investment Management Inc 0.98% 278,265 $80.8M
15 Red Spruce Capital, LLC 0.95% 9,348 $2.7M
16 Moon Capital Management LP 0.92% 4,694 $1.4M
17 Covalis Capital LLP 0.81% 49,710 $14.4M
18 Madison Asset Management, LLC 0.80% 230,604 $67.0M
19 Harris Associates L P 0.74% 1,915,329 $556.4M
20 California First Leasing Corp 0.66% 10,759 $3.1M
21 Logan Capital Management Inc 0.56% 52,183 $15.2M
22 Timber Creek Capital Management LLC 0.54% 9,160 $2.7M
23 Long Focus Capital Management, LLC 0.53% 71,000 $20.6M
24 Camelot Portfolios, LLC 0.49% 2,418 $702K
25 LRT Capital Management, LLC 0.42% 2,202 $640K
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?

Buying streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds added LAD than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for LAD?

Slight buying edge — 50% buying: Last quarter: 229 funds bought or added vs 232 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

What is the fund quality score for LAD holders?

Elite ownership — 47% AUM from top-100 funds: 57 of 441 holders are among the 100 largest funds by AUM, controlling 47% of total institutional value in LAD. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

How long have hedge funds held LAD?

63% of holders stayed for 2+ years: 281 out of 445 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.

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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