Joel Greenblatt - Gotham Asset Management
Holding/activity history for Lithia Motors, Inc. (LAD)
← All LAD superinvestors
| Period | Shares | % of Portfolio | Activity | % Change to Portfolio | Price | Value | Filing |
|---|---|---|---|---|---|---|---|
| 2026 Q1 | 7,376 | <0.01 | Reduce 79.31% | 0.03 | $239.78–347.34 · VW $289.38i | $1,841,935 | SEC |
| 2025 Q4 | 35,652 | 0.04 | Add 111.91% | 0.02 | $283.97–360.56 · VW $320.21i | $11,848,229 | SEC |
| 2025 Q3 | 16,824 | 0.02 | Reduce 44.71% | 0.03 | $283.54–359.00 · VW $318.45i | $5,316,384 | SEC |
| 2025 Q2 | 30,430 | 0.06 | Add 334.47% | 0.05 | $262.10–343.15 · VW $305.14i | $10,279,863 | SEC |
| 2025 Q1 | 7,004 | 0.02 | Add 208.68% | 0.01 | $280.70–405.14 · VW $344.96i | $2,055,954 | SEC |
| 2024 Q4 | 2,269 | <0.01 | Reduce 65.07% | 0.01 | $298.09–405.68 · VW $355.97i | $811,009 | SEC |
| 2024 Q3 | 6,496 | 0.02 | Add 62.28% | <0.01 | $243.04–324.26 · VW $287.56i | $2,063,389 | SEC |
| 2024 Q2 | 4,003 | 0.01 | Reduce 8.65% | <0.01 | $243.00–304.13 · VW $262.67i | $1,010,557 | SEC |
| 2024 Q1 | 4,382 | 0.02 | Add 27.61% | <0.01 | $277.83–329.86 · VW $298.21i | $1,318,369 | SEC |
| 2023 Q4 | 3,434 | 0.02 | Reduce 6.99% | <0.01 | $231.36–331.96 · VW $275.72i | $1,130,748 | SEC |
| 2023 Q3 | 3,692 | 0.02 | Reduce 2.89% | <0.01 | $285.89–329.00 · VW $306.02i | $1,090,358 | SEC |
| 2023 Q2 | 3,802 | 0.03 | Add 11.30% | <0.01 | $205.97–307.43 · VW $241.69i | $1,156,226 | SEC |
| 2023 Q1 | 3,416 | 0.02 | Buy | 0.02 | $198.82–299.29 · VW $246.50i | $782,025 | SEC |
| 2022 Q1 | 0 | 0.00 | Sell 100.00% | 0.02 | $278.76–349.61 · VW $309.53i | SEC | |
| 2021 Q4 | 1,629 | 0.02 | Buy | 0.02 | $274.03–366.36 · VW $308.69i | $484,000 | SEC |
| 2020 Q4 | 0 | 0.00 | Sell 100.00% | 0.07 | $225.00–310.57 · VW $264.77i | SEC | |
| 2020 Q3 | 9,649 | 0.07 | Buy | 0.07 | $151.33–278.14 · VW $233.45i | $2,199,000 | SEC |
| 2020 Q2 | 0 | 0.00 | Sell 100.00% | <0.01 | $64.77–154.88 · VW $117.45i | SEC | |
| 2020 Q1 | 2,655 | <0.01 | Reduce 57.09% | <0.01 | $55.74–148.44 · VW $109.96i | $217,000 | SEC |
| 2019 Q4 | 6,187 | 0.02 | Reduce 58.58% | 0.02 | $120.44–165.27 · VW $151.85i | $909,000 | SEC |
| 2019 Q3 | 14,938 | 0.04 | Add 104.41% | 0.02 | $115.40–139.18 · VW $129.95i | $1,977,000 | SEC |
| 2019 Q2 | 7,308 | 0.01 | Reduce 49.51% | <0.01 | $92.47–121.96 · VW $112.51i | $868,000 | SEC |
| 2019 Q1 | 14,475 | 0.02 | Reduce 85.82% | 0.10 | $74.87–93.79 · VW $87.17i | $1,343,000 | SEC |
| 2018 Q4 | 102,092 | 0.12 | Add 1272.02% | 0.11 | $67.90–92.24 · VW $82.34i | $7,793,000 | SEC |
| 2018 Q3 | 7,441 | <0.01 | Buy | <0.01 | $78.85–99.35 · VW $87.01i | $608,000 | SEC |
| 2017 Q3 | 0 | 0.00 | Sell 100.00% | 0.07 | $87.90–120.48 · VW $105.57i | SEC | |
| 2017 Q2 | 51,078 | 0.07 | Buy | 0.07 | $80.88–98.05 · VW $91.94i | $4,813,000 | SEC |
| 2016 Q4 | 0 | 0.00 | Sell 100.00% | 0.06 | $75.85–101.89 · VW $90.59i | SEC | |
| 2016 Q3 | 44,354 | 0.06 | Add 863.59% | 0.05 | $69.36–95.67 · VW $85.21i | $4,237,000 | SEC |
| 2016 Q2 | 4,603 | <0.01 | Reduce 64.59% | <0.01 | $68.70–93.16 · VW $80.90i | $327,000 | SEC |
| 2016 Q1 | 12,998 | 0.01 | Add 4.59% | <0.01 | $72.30–105.38 · VW $87.12i | $1,135,000 | SEC |
| 2015 Q4 | 12,428 | 0.01 | Add 245.13% | 0.01 | $102.01–126.56 · VW $114.93i | $1,326,000 | SEC |
| 2015 Q3 | 3,601 | <0.01 | Buy | <0.01 | $98.29–122.01 · VW $112.01i | $389,000 | SEC |
| 2014 Q4 | 0 | 0.00 | Sell 100.00% | 0.24 | $63.05–90.44 · VW $77.09i | SEC | |
| 2014 Q3 | 302,743 | 0.24 | Buy | 0.24 | $75.21–97.20 · VW $87.28i | $22,915,000 | SEC |
| 2014 Q2 | 0 | 0.00 | Sell 100.00% | 0.03 | $64.37–94.31 · VW $79.45i | SEC | |
| 2014 Q1 | 27,691 | 0.03 | Reduce 6.96% | <0.01 | $53.57–69.68 · VW $61.73i | $1,840,000 | SEC |
| 2013 Q4 | 29,761 | 0.05 | Add 221.91% | 0.04 | $60.45–74.94 · VW $66.27i | $2,066,000 | SEC |
| 2013 Q3 | 9,245 | 0.02 | Reduce 16.55% | <0.01 | $53.60–73.58 · VW $66.00i | $675,000 | SEC |
| 2013 Q2 | 11,079 | 0.03 | Reduce 60.50% | 0.04 | $42.03–57.04 · VW $50.21i | $591,000 | SEC |
| 2013 Q1 | 28,046 | 0.07 | Add 23.67% | 0.01 | $37.54–47.63 · VW $42.54i | $1,332,000 | SEC |
| 2012 Q4 | 22,678 | 0.05 | Buy | 0.05 | $31.60–37.80 · VW $35.14i | $849,000 | SEC |
Price snapshot:
Current price$317.96
Avg. buy price$329.50
+/- since buy-3.50%
52-week low$239.31
52-week high$359.11