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Lithia Motors, Inc.

LAD Consumer Discretionary
$358.02 $-8.13 (-2.22%)
Market Cap: $7.87 B
Gurus Holding
10
Popularity Rank
#425
% of Shares Held
16.43%
Net Activity (Q2 2026)
+$17.04 M

Guru Ownership Trend

Guru Analysis for Lithia Motors, Inc. (LAD)

Lithia Motors, Inc. (LAD), a key player in the Consumer Discretionary sector, continues to attract institutional attention.

As of Q2 2026, a total of 10 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $1.29 B.

Top institutional holders include David Abrams and HOTCHKIS & WILEY.

Notably, David Abrams has expressed high conviction in this stock, allocating 13.20% of their equity portfolio to it.

Institutional sentiment is currently Bullish. This is evidenced by a $17.04 M net inflow during the quarter.

Recent activity highlights Joel Greenblatt who dramatically increased their stake. Conversely, HOTCHKIS & WILEY reduced exposure by 2.6%.

Key Holders

Top 5 by Value

$723.48 M
$142.34 M
$98.77 M
$33.65 M
$29.64 M

Top 5 by Conviction

Recent Activity Breakdown (Q2 2026)

+$56.94 M
Total Buy Value
New Buys 2
Additions 4
-$39.9 M
Total Sell Value
Reductions 2
Sold Out 2

Guru Consensus (Q2 2026)

Based on recent activity
Net Sellers
4
Net Buyers
6

FAQs for Lithia Motors, Inc. (LAD)

Major holders include David Abrams ($723.48 M), HOTCHKIS & WILEY ($142.34 M), Leon Cooperman ($98.77 M). According to the latest reported data, 10 tracked investment managers collectively hold approximately 3.61 M shares.

According to the latest 13F reporting period, sentiment appears Bullish (Net Buying). There was a net inflow of $17.04 M, with 6 managers increasing positions and 4 managers reducing holdings.

During the most recent reporting period, 2 managers trimmed their positions, while 2 fully exited LAD. The total reported sell value was $39.9 M.

Yes, 2 managers opened new positions in LAD, and 4 increased their existing holdings. The total reported buy value was $56.94 M.

Portfolio Manager % Portfolio Activity Shares Value Report Date
13.20% 2,490,534 $723.48 M Q2 2026
0.41% Reduce -2.6% 489,990 $142.34 M Q2 2026
2.78% 340,000 $98.77 M Q2 2026
0.08% Add 1470.3% 115,828 $33.65 M Q2 2026
0.01% Add 166.1% 102,541 $29.64 M Q2 2026
0.03% Add 51.0% 65,976 $19.17 M Q2 2026
0.01% Reduce -1.8% 2,933 $852,007 Q2 2026
0.19% Add 2.2% 2,712 $787,809 Q2 2026
0.00% New Buy 1,513 $439,511 Q2 2026
0.00% New Buy 10 $2,914 Q2 2026
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SEC Form