LITHIA MTRS INC

$LAD
13F holders
438
Net 13F flow · Q
Insider buys · 90d
0
Insider net · 90d
Congress · 90d
0
Convergence

Institutional holders

Top 10 of 438 · Source: 13F-HR
01
Legacy Private Trust Co.
02
Abrams Capital Management, L.p.
03
Harris Associates L P
04
First Financial Corp.
05
Bahl & Gaynor Inc.
06
Axa S.a.
07
State Street
08
Westend Capital Management, LLC
09
Atlantic Edge Private Wealth Management, LLC
10
Greenwood Capital Associates LLC

Each fund name links to that filer's expert page. Share counts and per-fund weights are pending the 13F ingest fix (portfolios_expertholding.units is currently mis-populated — see the same caveat on the fund detail page's holdings table). Quarter-over-quarter delta ships with the metrics pipeline.

See all 438 13F holders · Pro →

Smart Money · top-200 alpha cohort

9 holders · Q1 2026

$LAD is held by 9 managers from the Top-Performer cohort as of Q1 2026. Position weights range from 0.00% to 1.85%, with an average of 0.23% of portfolio. Largest holder: River Road Asset Management, LLC at 1.85%. A weekly Smart-Money commentary for this ticker has not been generated yet this batch — the table below shows the full cohort positioning.

Smart Money shows holdings from our Top-Performer cohort — the 200 highest-alpha manager_13f funds in our universe. Position weight (current quarter) and QoQ delta versus prior quarter. α is the manager's annual alpha vs benchmark.

Insider activity · last 90 days

10 transactions · 7 filers
12 Dec 2025
Loretz Congdon Stacy
▼ SOLD
75
$360.00
S
22 Aug 2025
Miramontes Louis
▼ SOLD
250
$324.06
S
31 Jul 2025
McIntyre Shauna
▼ SOLD
256
$293.05
S
23 Aug 2024
Deboer Sidney B
▼ SOLD
5,000
$285.00
S
01 May 2025
McIntyre Shauna
▼ SOLD
337
$295.94
S
14 Mar 2025
McIntyre Shauna
▼ SOLD
248
$290.84
S
12 Mar 2025
Loretz Congdon Stacy
▼ SOLD
270
$298.80
S
13 Feb 2025
Glandon Gary M
▼ SOLD
325
$387.86
S
14 Feb 2025
Chamberlain Adam
▼ SOLD
403
$384.28
S
11 Nov 2024
Deboer Bryan B
▼ SOLD
2,022
$383.15
S

Transaction codes: P open-market purchase · S sale · M option exercise · A grant · F tax-withhold sale. Insider names link to each individual's expert page.

Congress trades · last 90 days

1 disclosures · STOCK Act
House · Michigan · Traded Jul 22
BOUGHT
$1K–$15K
Aug 13STOCK

Convergence · Pattern Engine ships in v1.1

30-day window
In development

Convergence detection for $LAD lands with the Pattern Engine.

Once the Pattern Engine ships, this section will surface every active convergence event involving $LAD — the institutional managers and Congress members on the same name, the 30-day window, and the combined position size.

Source data: SEC EDGAR · 13F-HR · Form 4 · CapitolTrades · Last refreshed 11:03 UTC.