LAD
Lithia Motors Inc
6 super-investors hold LAD worth a combined $1.18B. The largest position: David Abrams at 13.4% of their portfolio. This quarter the cohort logged 1 buy and 1 sell on the name. Cohort Conviction Score: 41 — ranked #114 of 724 scored stocks. Conviction rising: 1 more super-investor hold it than in 2025Q4.
Why super-investors own LAD
David Abrams dominates the super-investor story in LAD, holding 13.4% of his portfolio — $622M — making it easily his highest-conviction bet among the cohort's six owners. Combined cohort exposure is $1.2B, though that figure is heavily Abrams-weighted; Bill Nygren's $489M stake represents only 0.7% of his much larger book. Activity in 2026Q1 was mixed: Bill Miller initiated a small position while Greg Alexander trimmed his 10.1% holding. Owner count has been volatile over the past eight quarters, ranging between two and four, and sits at three on the longer-term trend — suggesting interest is neither building meaningfully nor collapsing, with conviction concentrated in a small number of hands rather than broadening across the cohort.
AI-synthesized from 13F filings. Not investment advice.
In the news
all news →- Barclays Has Lowered Expectations for Lithia Motors (NYSE:LAD) Stock PriceMarketBeat ·
- Dimensional Fund Advisors (LAD) reports 1.41M Lithia Motors shares under managementStock Titan ·
- Lithia & Driveway Announces Date for Second Quarter 2026 Earnings Release and Conference CallQuiver Quantitative ·
- Lithia & Driveway to Discuss Q2 Results at 10 a.m. July 29Stock Titan ·
- Lithia Motors (NYSE:LAD) Raised to Hold at Wall Street ZenMarketBeat ·
- Is It Too Late To Consider Buying Lithia Motors, Inc. (NYSE:LAD)?Moomoo ·
Headlines via Google News. Links open in a new tab.
Cohort owners over time
2018Q2 → 2026Q1How many of the cohort members held this stock each quarter.
Owners (6) · click any column to sort
| #↑ | Manager | % Port. | History | Value | Shares |
|---|---|---|---|---|---|
| 1 | David Abrams | 13.4% | 32q | $622M | 2,490,534 |
| 2 | Bill Nygren | 0.7% | 17q | $489M | 1,956,637 |
| 3 | Greg Alexander | 10.1% | 14q | $53M | 212,000 |
| 4 | First Eagle Investment Management | <0.1% | 17q | $11M | 43,700 |
| 5 | Joel Greenblatt | <0.1% | 39q | $8M | 31,849 |
| 6 | Bill Miller | 0.2% | 6q | $663K | 2,654 |
- 1David Abramsport13.4%val$622M2,490,534 sh·32q held
- 2Bill Nygrenport0.7%val$489M1,956,637 sh·17q held
- 3Greg Alexanderport10.1%val$53M212,000 sh·14q held
- 4First Eagle Investment Managementport<0.1%val$11M43,700 sh·17q held
- 5Joel Greenblattport<0.1%val$8M31,849 sh·39q held
- 6Bill Millerport0.2%val$663K2,654 sh·6q held
Owners of LAD also hold
Recent activity (2)
| Manager | Move | % Port. | Δ Shares | Value | Filed |
|---|---|---|---|---|---|
| Bill Miller | NEW | 0.2% | +100% | $663K | May 15, 2026 |
| Greg Alexander | TRIM | 10.1% | -47% | $53M | May 15, 2026 |
Long US equity 13F-HR filings only. CUSIP 536797103. Not investment advice.