Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

LITHIA MTRS INC (LAD)

456 + 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
↑ +26
Streak
1Q ▲
Buyers last Q
48%

Smart Money Signals — LAD

Based on 443 hedge funds · latest filing: 2025 Q4 · 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 (100% of max)

100% of all-time peak
443 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.
📶

Steady growth — +7% more funds vs a year ago

fund count last 6Q
+28 new funds entered over the past year (+7% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟠

More sellers than buyers — 48% buying

214 buying235 selling
Last quarter: 235 funds reduced or exited vs 214 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.
📈

More new buyers each quarter (+24 vs last Q)

new funds entering per quarter
Funds opening a new LAD position: 89 → 49 → 61 → 85. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

62% of holders stayed for 2+ years

■ 62% conviction (2yr+) ■ 21% medium ■ 17% new
276 out of 443 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 — ~85 new funds/quarter

83 → 89 → 49 → 61 → 85 new funds/Q
New funds entering each quarter: 89 → 49 → 61 → 85. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Deep conviction — 69% of holders stayed 2+ years

■ 69% veterans ■ 10% 1-2yr ■ 21% new
Of 456 current holders: 315 (69%) 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 — 36% AUM from major funds

36% from top-100 AUM funds
41 of 443 holders rank in the top 100 by AUM, accounting for 36% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
3.5
out of 10
Low Exit Risk
Exit risk score 3.5/10 — 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.

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

-- --
Smart Money Signal ?
Broad Consensus, Selective Conviction

Many quality funds hold this stock, but top-tier positions remain relatively small.

65 top-rated funds 1 high-conviction
Consensus
7.9
/ 10
breadth
×
Elite
2.1
/ 10
conviction
Hedge Fund Positioning: LAD
2026 Q1 Stats Unlock in 21 days 456 + Investors

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

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 456 427 6.79%
13F Shares 24M 24M 0.59%
Total Value $8.07B $7.66B 5.32%
New Positions 88 61 +27
Increased Positions 150 151 -1
Closed Positions 61 63 -2
Reduced Positions 183 179 +4
Total Calls 7 5 40.0%
Total Puts 7 5 40.0%
PUT/CALL Ratio 1.0 1.0 Neutral

Statistics: LAD

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Valuation Measures Data as of: --

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

Financial Highlights

Profitability
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Institutional Holders (2026 Q1)

456 + investors

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

Top 25 institutional holders of LAD — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 IRIDIAN ASSET MANAGEMENT LLC/CT 6.64% 65,587 $16.4M
2 AGP FRANKLIN, LLC 1.82% 14,597 $3.6M
3 Chicago Capital, LLC 1.39% 205,825 $51.4M
4 HENNESSY ADVISORS INC 0.96% 106,800 $26.7M
5 Red Spruce Capital, LLC 0.93% 9,060 $2.3M
6 CALIFORNIA FIRST LEASING CORP 0.86% 10,759 $2.7M
7 PCB Capital LLC 0.58% 1,093 $363K
8 Timber Creek Capital Management LLC 0.55% 9,097 $2.3M
9 Yorktown Management & Research Co Inc 0.44% 2,100 $524K
10 CPC Advisors, LLC 0.41% 10,147 $2.5M
11 Sendero Wealth Management, LLC 0.39% 14,221 $3.6M
12 VISIONARY HORIZONS, LLC 0.39% 3,176 $793K
13 Whalen Wealth Management Inc. 0.18% 1,366 $341K
14 HARBOR CAPITAL ADVISORS, INC. 0.17% 8,314 $2K
15 SeaCrest Wealth Management, LLC 0.17% 6,273 $1.6M
16 Values First Advisors, Inc. 0.16% 1,201 $300K
17 Oak Thistle LLC 0.15% 5,992 $1.5M
18 ARWA LLC 0.13% 958 $255K
19 CAMPBELL NEWMAN ASSET MANAGEMENT INC 0.12% 5,728 $1.4M
20 MAYPORT, LLC 0.11% 2,377 $594K
21 Leonteq Securities AG 0.07% 7,386 $1.8M
22 Crumly & Associates Inc. 0.06% 1,203 $300K
23 JB Capital LLC 0.06% 5,773 $1.4M
24 Retirement Systems of Alabama 0.05% 64,747 $16.2M
25 Janney Montgomery Scott LLC 0.05% 80,894 $20K
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?

More sellers than buyers — 48% buying: Last quarter: 235 funds reduced or exited vs 214 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 — 36% AUM from major funds: 41 of 443 holders rank in the top 100 by AUM, accounting for 36% 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?

62% of holders stayed for 2+ years: 276 out of 443 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.