Joel Greenblatt's LAD Position Overview
Joel Greenblatt (via Gotham Asset Management, LLC) currently holds 16,824 shares of Lithia Motors, Inc. (LAD) worth $5.32 M, representing 0.02% of the portfolio. First purchased in 2013-Q2, this long-term strategic position has been held for 38 quarters.
Based on 13F filings, Joel Greenblatt has maintained a strategic position in LAD, demonstrating sustained confidence in this investment. Largest addition occurred in Q3 2014, adding 302,743 shares. Largest reduction occurred in Q4 2014, reducing 302,743 shares.
Analysis based on 13F filings available since 2013 Q2
Joel Greenblatt's Lithia Motors (LAD) Holding Value Over Time
Track share changes against reported price movement
Quarterly Lithia Motors (LAD) Trades by Joel Greenblatt
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q2 2013 | +11,080 | Add 0.00% | 11,079 | $53.34 |
| Q3 2013 | -1,834 | Reduce 16.55% | 9,245 | $73.01 |
| Q4 2013 | +20,516 | Add 221.91% | 29,761 | $69.42 |
| Q1 2014 | -2,070 | Reduce 6.96% | 27,691 | $66.45 |
| Q2 2014 | -27,691 | Sold Out | 0 | $0.00 |
| Q3 2014 | +302,743 | New Buy | 302,743 | $75.69 |
| Q4 2014 | -302,743 | Sold Out | 0 | $0.00 |
| Q3 2015 | +3,601 | New Buy | 3,601 | $108.03 |
| Q4 2015 | +8,827 | Add 245.13% | 12,428 | $106.69 |
| Q1 2016 | +570 | Add 4.59% | 12,998 | $87.32 |
| Q2 2016 | -8,395 | Reduce 64.59% | 4,603 | $71.04 |
| Q3 2016 | +39,751 | Add 863.59% | 44,354 | $95.53 |
| Q4 2016 | -44,354 | Sold Out | 0 | $0.00 |
| Q2 2017 | +51,078 | New Buy | 51,078 | $94.23 |
| Q3 2017 | -51,078 | Sold Out | 0 | $0.00 |
| Q3 2018 | +7,441 | New Buy | 7,441 | $81.71 |
| Q4 2018 | +94,651 | Add 1272.02% | 102,092 | $76.33 |
| Q1 2019 | -87,617 | Reduce 85.82% | 14,475 | $92.78 |
| Q2 2019 | -7,167 | Reduce 49.51% | 7,308 | $118.77 |
| Q3 2019 | +7,630 | Add 104.41% | 14,938 | $132.35 |
| Q4 2019 | -8,751 | Reduce 58.58% | 6,187 | $146.92 |
| Q1 2020 | -3,532 | Reduce 57.09% | 2,655 | $81.73 |
| Q2 2020 | -2,655 | Sold Out | 0 | $0.00 |
| Q3 2020 | +9,649 | New Buy | 9,649 | $227.90 |
| Q4 2020 | -9,649 | Sold Out | 0 | $0.00 |
| Q4 2021 | +1,629 | New Buy | 1,629 | $297.11 |
| Q1 2022 | -1,629 | Sold Out | 0 | $0.00 |
| Q1 2023 | +3,416 | New Buy | 3,416 | $228.93 |
| Q2 2023 | +386 | Add 11.30% | 3,802 | $304.11 |
| Q3 2023 | -110 | Reduce 2.89% | 3,692 | $295.33 |
| Q4 2023 | -258 | Reduce 6.99% | 3,434 | $329.28 |
| Q1 2024 | +948 | Add 27.61% | 4,382 | $300.86 |
| Q2 2024 | -379 | Reduce 8.65% | 4,003 | $252.45 |
| Q3 2024 | +2,493 | Add 62.28% | 6,496 | $317.64 |
| Q4 2024 | -4,227 | Reduce 65.07% | 2,269 | $357.43 |
| Q1 2025 | +4,735 | Add 208.68% | 7,004 | $293.54 |
| Q2 2025 | +23,426 | Add 334.47% | 30,430 | $337.82 |
| Q3 2025 | -13,606 | Reduce 44.71% | 16,824 | $316.00 |
Joel Greenblatt's Lithia Motors Investment FAQs
Joel Greenblatt first purchased Lithia Motors, Inc. (LAD) in Q2 2013, acquiring 11,079 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Joel Greenblatt has held Lithia Motors, Inc. (LAD) for 38 quarters since Q2 2013.
Joel Greenblatt's largest addition to Lithia Motors, Inc. (LAD) was in Q3 2014, adding 302,743 shares worth $22.92 M.
According to the latest 13F filing for Q3 2025, Joel Greenblatt's firm, Gotham Asset Management, LLC, owns 16,824 shares of Lithia Motors, Inc. (LAD), valued at approximately $5.32 M.
As of the Q3 2025 filing, Lithia Motors, Inc. (LAD) represents approximately 0.02% of Joel Greenblatt's publicly disclosed stock portfolio, making it one of their key holdings.
Joel Greenblatt's peak holding in Lithia Motors, Inc. (LAD) was 302,743 shares, as reported at the end of Q3 2014.