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LAD Lithia Motors Inc.

Consumer Discretionary, filed as LITHIA MTRS INC (COM), Equity As of 2026 Q2 among managers we track Quote on Google Finance, opens in a new tab

Bought by 2 managers in 2026 Q2, sold by 2

  • 7 Owners
  • #185
  • Max 13.2%
  • Master 0.09%
  • $1.5B
  • 2 add 2 exits 3 small

In 2026 Q2 Lyrical Asset Management and First Eagle Investment Management added to Lithia Motors, while Greg Alexander and Glenview Capital Management sold out.

Who owns this now

Largest portfolio weights among holders, up to 13.2% (David Abrams, Abrams Capital Management). Not free-float ownership.

  1. David Abrams 13.2%
  2. Leon Cooperman 2.8%
  3. Lyrical Asset Management Add 1.8%
  4. Bill Nygren / Oakmark Reduce 0.74%
  5. Bill Miller Add 0.19%
  6. First Eagle Investment Manage... Add 0.03%

Who owns LAD

Sorted by value, long equity only, as of 2026 Q2.

History
David Abrams, Abrams Capital Management 13.2% Hold 2,490,534 $723M History
Bill Nygren / Oakmark, Harris Associates L P 0.74% Small trim −2.1% 1,915,329 $556M History
Lyrical Asset Management 1.8%, was 1.8% Add +8.1% 498,050 $145M History
Leon Cooperman, Omega Advisors 2.8% Hold 340,000 $99M History
First Eagle Investment Management 0.03%, was 0.02% Add +51.0% 65,976 $19M History
Ruane, Cunniff & Goldfarb 0.01% Small trim −1.8% 2,933 $852K History
Bill Miller, Miller Value Partners 0.19%, was 0.18% Small add +2.2% 2,712 $788K History
Greg Alexander, Conifer Management exited 2026 Q2 Last 2026 Q1 10.1% Exit −10.11% 212,000 $53M History
Glenview Capital Management exited 2026 Q2 Last 2026 Q1 0.80% Exit −0.80% 127,605 $32M History

7 current, 2 exited last period, options excluded

Weight bar: held both quarters added sold at this quarter’s reported price

Insider trades

Open-market buys and sales by LAD's executives, directors and 10% owners in the last 12 months, from their Form 4s

All LAD insider trades
  • None no insider bought on the open market
  • $325K sold by 3 insiders outside a trading plan
  • $98K sold by 1 insider under 10b5-1 plans
  1. Congdon Stacy Loretz Director
    Planned sale
    $28K 75 shares at $370.73 3.2% of stake
    Traded Sep 11 Filed Sep 14
    ↗
  2. David Stork Chief Administrative Officer
    Sale
    $120K 320 shares at $373.49 5.6% of stake
    Traded Sep 8 Filed Sep 10
    ↗
  3. Congdon Stacy Loretz Director
    Planned sale
    $24K 75 shares at $315.00 3.1% of stake
    Traded Jun 12 Filed Jun 15
    ↗
  4. Shauna McIntyre Director
    Sale
    $50K 165 shares at $305.65 8.9% of stake
    Traded Jun 10 Filed Jun 11
    ↗
  5. Richard J Bailey Jr. Director
    Sale
    $83K 297 shares at $280.58 28% of stake
    Traded May 26 Filed May 27
    ↗
  6. Shauna McIntyre Director
    Sale
    $72K 245 shares at $294.64 12% of stake
    Traded May 11 Filed May 12
    ↗
  7. Congdon Stacy Loretz Director
    Planned sale
    $19K 75 shares at $259.33 4.1% of stake
    Traded Mar 12 Filed Mar 13
    ↗
  8. Congdon Stacy Loretz Director
    Planned sale
    $27K 75 shares at $360.00 4% of stake
    Traded Dec 12, 2025 Filed Dec 15, 2025
    ↗

Also filed in the last 12 months, not counted as buying or selling: 18 stock grants, 8 share withholdings for taxes, and 1 sale back to the company.

Congress

2 members of Congress traded LAD in the last three years: 1 buy and 2 sales.

All Congress trades
  1. Lisa C. McClain R-MI-9Spouse Sell $1K–$15K Aug 4, 2025 filed Sep 12, 2025
  2. Lisa C. McClain R-MI-9Spouse Buy $1K–$15K Jul 22, 2025 filed Aug 13, 2025
  3. Josh Gottheimer D-NJ-5Joint Sell $1K–$15K Jan 24, 2024 filed Feb 15, 2024

SEC filings

Recent issuer filings from EDGAR, 20 shown.

Filed Form Detail Links
10-Q Filing Doc
8-K 2.02,8.01,9.01 Filing Doc
8-K 5.02,9.01 Filing Doc
SCHEDULE 13G/A — Filing Doc
SCHEDULE 13G/A — Filing Doc
8-K 2.02,8.01,9.01 Filing Doc
10-Q Filing Doc
SCHEDULE 13G/A — Filing Doc
SCHEDULE 13G/A — Filing Doc
SCHEDULE 13G — Filing Doc
8-K 5.07,9.01 Filing Doc
SCHEDULE 13G — Filing Doc
SCHEDULE 13G — Filing Doc
8-K 2.02,8.01,9.01 Filing Doc
10-Q Filing Doc
SCHEDULE 13G/A — Filing Doc
DEF 14A Filing Doc
DEFA14A Filing Doc
8-K 1.01,9.01 Filing Doc
10-K Filing Doc

Source: SEC EDGAR submissions, updated 1 day ago. All on EDGAR

Financials

US-GAAP annual figures by fiscal year, as tagged in Form 10-K. Each value links to its SEC filing.

Income statement

Metric FY2023 FY2024 FY2025
Revenue $31.04B $36.19B $37.63B
Gross profit $5.23B $5.56B $5.73B
Gross margin * 16.8% 15.4% 15.2%
Net income $1B $0.802B $0.82B
Net margin * 3.2% 2.2% 2.2%

Balance sheet

Metric FY2023 FY2024 FY2025
Total current assets $6.96B $7.77B $7.86B
Total non-current assets * $12.68B $15.36B $17.25B
Total assets $19.63B $23.13B $25.11B
Total current liabilities $4.93B $6.55B $6.7B
Total non-current liabilities * $8.42B $9.9B $11.78B
Total equity $6.21B $6.66B $6.6B

Cash flow

Metric FY2023 FY2024 FY2025
Cash from operations -$472.4M $425.1M $356.7M
Cash from investing -$1.27B -$1.85B -$1.03B
Cash from financing $2.41B $0.908B $0.612B
Net change in cash $700.5M -$526.2M -$54.5M

Source: SEC companyfacts (US-GAAP 10-K). A * marks a computed figure, not a single XBRL tag. Fiscal years are as the issuer labels them. Follow The Filings does not adjust or audit these figures.

Ownership over time

13Fs that reported it each quarter. Click a bar for that quarter’s holders.