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HOTCHKIS & WILEY’s LAD Holdings & Trades

First Buy
Q4 2017
Duration Held
21 Quarters
Largest Add
Q4 2024
+275,650 Shares
Current Position
503,230 Shares
$125.67 M Value

HOTCHKIS & WILEY's LAD Position Overview

HOTCHKIS & WILEY (via Hotchkis & Wiley Capital Management LLC) currently holds 503,230 shares of Lithia Motors, Inc. (LAD) worth $125.67 M, representing 0.39% of the portfolio. First purchased in 2017-Q4, this long-term strategic position has been held for 21 quarters.

Based on 13F filings, HOTCHKIS & WILEY has maintained a strategic position in LAD, demonstrating sustained confidence in this investment. Largest addition occurred in Q4 2024, adding 275,650 shares. Largest reduction occurred in Q1 2026, reducing 42,941 shares.

Analysis based on 13F filings available since 2013 Q2

HOTCHKIS & WILEY's Lithia Motors (LAD) Holding Value Over Time

Track share changes against reported price movement

Quarterly Lithia Motors (LAD) Trades by HOTCHKIS & WILEY

Report Date Bought/Sold (Sh.) % Change Qtr. End Shares Reported Price
Q1 2026 -42,941 Reduce 7.86% 503,230 $249.72
Q4 2025 +120,051 Add 28.17% 546,171 $332.33
Q3 2025 +14,781 Add 3.59% 426,120 $316.00
Q2 2025 +34,872 Add 9.26% 411,339 $337.82
Q1 2025 +30,420 Add 8.79% 376,467 $293.54
Q4 2024 +275,650 Add 391.56% 346,047 $357.43
Q3 2024 -192 Reduce 0.27% 70,397 $317.64
Q2 2024 +70,589 New Buy 70,589 $252.45
Q4 2020 -11,586 Sold Out 0 $0.00
Q3 2020 -19,970 Reduce 63.28% 11,586 $227.95
Q2 2020 -2,950 Reduce 8.55% 31,556 $151.32
Q1 2020 +810 Add 2.40% 34,506 $81.78
Q4 2019 -7,810 Reduce 18.82% 33,696 $146.99
Q3 2019 -4,400 Reduce 9.58% 41,506 $132.39
Q2 2019 -18,070 Reduce 28.24% 45,906 $118.79
Q1 2019 +10,860 Add 20.45% 63,976 $92.75
Q4 2018 -3,566 Reduce 6.29% 53,116 $76.32
Q3 2018 +21,187 Add 59.69% 56,682 $81.67
Q2 2018 +28,474 Add 405.55% 35,495 $94.58
Q1 2018 +84 Add 1.21% 7,021 $100.56
Q4 2017 +6,937 New Buy 6,937 $113.59

HOTCHKIS & WILEY's Lithia Motors Investment FAQs

HOTCHKIS & WILEY first purchased Lithia Motors, Inc. (LAD) in Q4 2017, acquiring 6,937 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.

HOTCHKIS & WILEY has held Lithia Motors, Inc. (LAD) for 21 quarters since Q4 2017.

HOTCHKIS & WILEY's largest addition to Lithia Motors, Inc. (LAD) was in Q4 2024, adding 346,047 shares worth $123.69 M.

According to the latest 13F filing for Q1 2026, HOTCHKIS & WILEY's firm, Hotchkis & Wiley Capital Management LLC, owns 503,230 shares of Lithia Motors, Inc. (LAD), valued at approximately $125.67 M.

As of the Q1 2026 filing, Lithia Motors, Inc. (LAD) represents approximately 0.39% of HOTCHKIS & WILEY's publicly disclosed stock portfolio, making it one of their key holdings.

HOTCHKIS & WILEY's peak holding in Lithia Motors, Inc. (LAD) was 546,171 shares, as reported at the end of Q4 2025.