Lithia Motors, Inc.
US ˙ NYSE ˙ US5367971034

SecurityLAD / Lithia Motors, Inc.
InstitutionQuantbot Technologies LP
Latest Disclosed Ownership5,367 shares
Latest Disclosed Value $ 1,340,247
Quantbot Technologies LP reports 49.33% increase in ownership of LAD / Lithia Motors, Inc.

On May 13, 2026 - Quantbot Technologies LP filed a 13F-HR form disclosing ownership of 5,367 shares of Lithia Motors, Inc. (US:LAD) valued at $1,340,247 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 10, 2026 disclosing 3,594 shares of Lithia Motors, Inc.. This represents a change in shares of 49.33% during the quarter. The current value of the position is $1,560,026 USD.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-05-13 2026-03-31 13F LITHIA MOTORS COM 536797103 5,367 1,773 49.33 1,340 12.23 0.0548
2026-02-10 2025-12-31 13F LITHIA MOTORS COM 536797103 3,594 -7,445 -67.44 1,194 -65.77 0.0397
2025-11-12 2025-09-30 13F LITHIA MOTORS COM 536797103 11,039 3,822 52.96 3,488 43.07 0.0949
2025-08-13 2025-06-30 13F LITHIA MOTORS COM 536797103 7,217 -5,376 -42.69 2,438 -34.04 0.0625
2025-05-13 2025-03-31 13F LITHIA MOTORS COM 536797103 12,593 12,593 3,697 0.1177
2024-11-13 2024-09-30 13F LITHIA MOTORS COM 536797103 0 -10,496 -100.00 0 -100.00
2024-08-09 2024-06-30 13F LITHIA MOTORS COM 536797103 10,496 3,313 46.12 2,650 22.58 0.1282
2024-05-06 2024-03-31 13F LITHIA MOTORS COM 536797103 7,183 6,659 1,270.80 2,161 1,156.40 0.1218
2024-02-14 2023-12-31 13F LITHIA MOTORS COM 536797103 524 524 173 0.0100
2023-08-08 2023-06-30 13F LITHIA MOTORS COM 536797103 0 -1,675 -100.00 0 -100.00
2023-05-12 2023-03-31 13F LITHIA MOTORS COM 536797103 1,675 1,675 383 0.0271
2022-11-07 2022-09-30 13F LITHIA MOTORS COM 536797103 0 -168 -100.00 0 -100.00
2022-08-09 2022-06-30 13F LITHIA MOTORS COM 536797103 168 168 46 0.0042
2022-05-16 2022-03-31 13F LITHIA MOTORS COM 536797103 0 -4,563 -100.00 0 -100.00
2022-02-11 2021-12-31 13F LITHIA MOTORS COM 536797103 4,563 989 27.67 1,354 19.51 0.1098
2021-11-09 2021-09-30 13F LITHIA MOTORS COM 536797103 3,574 -2,572 -41.85 1,133 -46.35 0.0829
2021-08-12 2021-06-30 13F LITHIA MOTORS COM 536797103 6,146 6,146 2,112 0.1661
2021-05-14 2021-03-31 13F LITHIA MOTORS INC-CL A COM 536797103 0 -81 -100.00 0 -100.00
2021-02-12 2020-12-31 13F LITHIA MOTORS INC-CL A COM 536797103 81 -427 -84.06 23 -80.00 0.0024
2020-11-16 2020-09-30 13F LITHIA MOTORS INC-CL A COM 536797103 508 508 527.16 115 400.00 0.0132
2020-05-13 2020-03-31 13F LITHIA MOTORS INC-CL A COM 536797103 0 -3,557 -100.00 0 -100.00
2020-02-10 2019-12-31 13F LITHIA MOTORS INC-CL A COM 536797103 3,557 2,654 293.91 522 338.66 0.0518
2019-11-12 2019-09-30 13F LITHIA MOTORS INC-CL A COM 536797103 903 903 -74.61 119 -77.20 0.0117
2019-02-13 2018-12-31 13F LITHIA MOTORS INC-CL A COM 536797103 0 -5,759 -100.00 0 -100.00
2018-11-13 2018-09-30 13F LITHIA MOTORS INC-CL A COM 536797103 5,759 5,294 1,138.49 470 993.02 0.0329
2018-08-13 2018-06-30 13F LITHIA MOTORS INC-CL A COM 536797103 465 175 60.34 43 48.28 0.0029
2018-05-11 2018-03-31 13F LITHIA MOTORS INC-CL A COM 536797103 290 -4,273 -93.64 29 -92.56 0.0025
2017-05-10 2017-03-31 13F LITHIA MOTORS INC-CL A COM 536797103 4,563 3,094 210.62 390 174.65 0.0409
2017-02-09 2016-12-31 13F LITHIA MOTORS INC-CL A COM 536797103 1,469 -1,677 -53.31 142 -52.67 0.0157
2016-10-31 2016-09-30 13F LITHIA MOTORS INC-CL A COM 536797103 3,146 3,146 114.16 300 111.27 0.0333
2016-08-02 2016-06-30 13F LITHIA MOTORS INC-CL A COM 536797103 0 -1,278 -100.00 0 -100.00
2016-04-28 2016-03-31 13F LITHIA MOTORS INC-CL A COM 536797103 1,278 1,278 0.00 111 0.0178
2015-10-22 2015-09-30 13F LITHIA MOTORS INC-CL A COM 536797103 0 0 0 0.0000
2015-01-27 2014-12-31 13F LITHIA MOTORS INC-CL A COM 536797103 0 -6,625 -100.00 0 -100.00
2014-10-15 2014-09-30 13F LITHIA MOTORS INC-CL A COM 536797103 6,625 5,725 636.11 501 496.43 0.0689
2014-07-08 2014-06-30 13F LITHIA MOTORS INC-CL A COM 536797103 900 700 350.00 84 546.15 0.0133
2014-05-21 2014-03-31 13F LITHIA MOTORS INC-CL A COM 536797103 200 200 13 0.0031
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.