LAD
Lithia Motors, Inc.Marquee-fund ownership over time
This quarter's activity
New positions opened
None.
Positions exited
Current holders
Sorted by tenure (longest first)| Fund | First disclosed | Held | Entry price | Latest close | Return on entry |
|---|---|---|---|---|---|
| Glenview Capital re-entered | Q3 2014 | 48Q | $85 | $293 | +246% |
| Citadel Advisors | Q3 2024(8Q snapshot) | 7Q | $277 | $293 | +6% |
| Two Sigma Investments | Q3 2024(8Q snapshot) | 7Q | $277 | $293 | +6% |
| D.E. Shaw re-entered | Q3 2024(8Q snapshot) | 7Q | $277 | $293 | +6% |
| AQR Capital Management | Q3 2024(8Q snapshot) | 7Q | $277 | $293 | +6% |
| Millennium Management | Q3 2024(8Q snapshot) | 7Q | $277 | $293 | +6% |
“Return on entry” is the price-only move from the fund's first disclosure to today — it ignores any adds, trims, or dividends. A fund that built its position over multiple quarters has a true cost basis somewhere between entry price and latest close; this figure is the upper bound.
Past holders
Funds that exited at some point| Fund | Last entry | Exited | Entry → Exit | Return |
|---|---|---|---|---|
| Point72 Asset Management 2× in & out | Q1 2026 | Q2 2026 | → $262 | -13% |
| Bridgewater Associates | Q4 2021 | Q4 2022 | → $225 | -28% |
| Viking Global Investors | Q2 2021 | Q3 2022 | → $257 | -27% |
| Duquesne Family Office | Q4 2021 | Q2 2022 | → $289 | -8% |
| Maverick Capital | Q2 2020 | Q1 2021 | → $360 | +260% |
Insider activity
Form 4 — officers, directors, 10%+ ownersFiled within two business days of each transaction by anyone with material insider status at LITHIA MOTORS INC. Pair with the holders table above as a sanity check: heavy insider buying alongside marquee-fund accumulation is the strongest accumulation signal; heavy insider selling alongside fund exits is the strongest distribution signal.
30d / 90d windows measured from May 27, 2026 — the most recent Form 4 on file — not from today.
- Form 40002090742-26-000004May 27, 2026
- Form 40001774997-26-000004May 12, 2026
- Form 40001739286-26-000002May 1, 2026
- Form 40001808458-26-000002May 1, 2026
- Form 40001774997-26-000002May 1, 2026
- Form 40001382319-26-000004May 1, 2026
- Form 40001948935-26-000002May 1, 2026
- Form 40002090742-26-000002May 1, 2026
- Form 40001419882-26-000004May 1, 2026
- Form 40001585322-26-000003May 1, 2026
- Form 40001170769-26-000004May 1, 2026
- Form 40001382319-26-000002Mar 13, 2026
- Form 40001170769-26-000002Mar 4, 2026
- Form 40001848389-26-000002Jan 12, 2026
- Form 40001347896-26-000002Jan 12, 2026
Fundamentals
XBRL · Lithia Motors, Inc.Annual figures sourced directly from Lithia Motors, Inc.'s 10-K / 10-Q filings via SEC EDGAR XBRL. Latest fiscal year and the year-over-year change, with up to ten years of history.
Recent SEC filings
10-K · 10-Q · 8-K · 13D/G · proxyThe most recent material filings for LITHIA MOTORS INC — earnings, material events, ownership disclosures, proxy statements. Form 4 insider activity is shown in the panel above.
- 8-KMaterial eventMay 1, 2026
- 10-QQuarterly reportApr 29, 2026
- 8-KMaterial eventApr 29, 2026
- DEF 14AProxy statementMar 11, 2026
- 8-KMaterial eventMar 4, 2026
- 10-KAnnual reportFeb 25, 2026
- 8-KMaterial eventFeb 20, 2026
- 8-KMaterial eventFeb 13, 2026
- 8-KMaterial eventFeb 11, 2026
- 10-QQuarterly reportOct 24, 2025
- 8-KMaterial eventOct 22, 2025
- 8-KMaterial eventOct 2, 2025
- 8-KMaterial eventSep 10, 2025
- 8-KMaterial eventSep 3, 2025
- 8-KMaterial eventSep 3, 2025
Trade history
Every open→close lifecycle across tracked funds| Fund | Open date | Close date | Open price | Close price / current | Return |
|---|---|---|---|---|---|
| Point72 Asset Management | Q1 2026 | Q2 2026 | $300 | $262 | -13% |
| Glenview Capital | Q4 2025 | open | $293 | $265 | -10% |
| D.E. Shaw | Q1 2025 | open | $375 | $265 | -29% |
| Citadel Advisors | Q3 2024 | open | $277 | $265 | -4% |
| Two Sigma Investments | Q3 2024 | open | $277 | $265 | -4% |
| D.E. Shaw | Q3 2024 | Q4 2024 | $277 | $368 | +33% |
| AQR Capital Management | Q3 2024 | open | $277 | $265 | -4% |
| Millennium Management | Q3 2024 | open | $277 | $265 | -4% |
| Point72 Asset Management | Q3 2024 | Q4 2025 | $277 | $293 | +6% |
| Duquesne Family Office | Q4 2021 | Q2 2022 | $315 | $289 | -8% |
| Bridgewater Associates | Q4 2021 | Q4 2022 | $313 | $225 | -28% |
| Viking Global Investors | Q2 2021 | Q3 2022 | $354 | $257 | -27% |
| Maverick Capital | Q2 2020 | Q1 2021 | $100 | $360 | +260% |
| Glenview Capital | Q3 2014 | Q2 2016 | $85 | $72 | -15% |
- Covers only the 27 marquee funds tracked here, not the full institutional universe. A “0 holders” reading does not mean unowned.
- Heavy funds (Renaissance Technologies, Citadel Advisors, Soros Fund Management, Two Sigma Investments, D.E. Shaw, AQR Capital Management, Millennium Management, Point72 Asset Management) use 8-quarter snapshots, so their pre-2024 history is missing.
- “Current” reflects each fund's most recent 13F — filings lag the actual trade by up to 45 days; positions shown may have changed since.
- Cost = price at the entry filing date. Re-entered positions show the most recent open lot.
- Options, ADRs, and unmapped CUSIPs are excluded from the follower-backtest pipeline that produces these snapshots, so certain holding types won't appear here.