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NYSE · Consumer Discretionary

Lithia Motors, Inc. LAD

Lithia Motors, Inc. operates as an automotive retailer in the United States, the United Kingdom, and Canada. The company operates in two segments, Vehicle Operations and Financing Operations. It offers a range of products and services fulfilling the entire vehicle ownership lifecycle, including new and used vehicles, financing and insurance products, and aftersales automotive repair and maintenance services.

Sources StockAnalysis company profile stockanalysis.com
Auto Retail

Company profile

Business mix

  • The company operates in two segments, Vehicle Operations and Financing Operations.
  • The company provides its products and services through a network of physical locations, e-commerce platforms, captive finance solutions, fleet management offerings, and other synergistic adjacencies.
  • Lithia Motors, Inc. was founded in 1946 and is headquartered in Medford, Oregon.

Current key questions

  • Can consumer demand, pricing, traffic, and channel execution support growth in auto & truck dealerships?
  • How do input costs, promotions, inventory, and brand strength affect margins?
  • Does management convert scale, store or digital reach, and capital allocation into higher per-share value?
Holders 5 Current sample portfolio
Public mentions 0 Videos / interviews / letters
Valuation snapshot
PE 10.01 FCF -6.88% Buyback 8.02%
2026-06-07

Current firm holders

Firm Weight Value Filing period
Abrams Capital Management David Abrams 13.4% $621.9M 2026-03-31
Oakmark / Harris Associates Bill Nygren 0.7% $488.6M 2026-03-31
Lyrical Asset Management 1.8% $115.0M 2026-03-31
Glenview Capital Management Larry Robbins 0.8% $31.9M 2026-03-31
Miller Value Partners Bill Miller 0.2% $662,757 2026-03-31

Recent trading changes over the last 3 quarters

Last 1 quarters Last 2 quarters Last 3 quarters Last 4 quarters
Net buyers 3 Last 3 13F filing periods
Net reducers 2 Last 3 13F filing periods
Unchanged holders 1 Share count unchanged
Increase amount $44.0M Estimated from net added shares
Reduction amount $11.0M Estimated from net reduced shares
Net share change / base shares +2.7% +132,197 / 4,905,855
Miller Value Partners Bill Miller 1 filing periods
13F 2026-03-31 Filed 2026-05-15
New Shares - 13F value change +$662,757
Settlement As of 13F 2026-03-31 · Filed 2026-05-15
Base shares 0 Last 3 periods +2,654 (New) Total shares 2,654 Value $662,757
Oakmark / Harris Associates Bill Nygren 3 filing periods
13F 2025-09-30 Filed 2025-11-14
Minor reduction Shares -0.5% 13F value change -$46.3M
13F 2025-12-31 Filed 2026-02-17
Minor reduction Shares -0.8% 13F value change +$27.3M
13F 2026-03-31 Filed 2026-05-15
Minor reduction Shares -0.5% 13F value change -$165.1M
Settlement As of 13F 2026-03-31 · Filed 2026-05-15
Base shares 1,991,461 Last 3 periods -34,824 (-1.7%) Total shares 1,956,637 Value $488.6M
Glenview Capital Management Larry Robbins 3 filing periods
13F 2025-09-30 Filed 2025-11-14
New Shares - 13F value change +$23.4M
13F 2025-12-31 Filed 2026-02-17
Major increase Shares 72.2% 13F value change +$19.0M
13F 2026-03-31 Filed 2026-05-15
Unchanged Shares 0.0% 13F value change $0
Settlement As of 13F 2026-03-31 · Filed 2026-05-15
Base shares 0 Last 3 periods +127,605 (New) Total shares 127,605 Value $31.9M
Abrams Capital Management David Abrams 3 filing periods
13F 2025-09-30 Filed 2025-11-07
Minor increase Shares 1.9% 13F value change -$38.9M
13F 2025-12-31 Filed 2026-02-13
Unchanged Shares 0.0% 13F value change $0
13F 2026-03-31 Filed 2026-05-14
Unchanged Shares 0.0% 13F value change $0
Settlement As of 13F 2026-03-31 · Filed 2026-05-14
Base shares 2,444,678 Last 3 periods +45,856 (+1.9%) Total shares 2,490,534 Value $621.9M
Lyrical Asset Management 3 filing periods
13F 2025-09-30 Filed 2025-11-12
Minor increase Shares 7.4% 13F value change +$715,997
13F 2025-12-31 Filed 2026-02-11
Minor reduction Shares -5.7% 13F value change -$1.3M
13F 2026-03-31 Filed 2026-05-11
Minor reduction Shares -3.2% 13F value change -$43.1M
Settlement As of 13F 2026-03-31 · Filed 2026-05-11
Base shares 469,716 Last 3 periods -9,094 (-1.9%) Total shares 460,622 Value $115.0M
Brave Warrior Advisors Glenn Greenberg 2 filing periods
13F 2025-03-31 Filed 2025-05-15
New Shares - 13F value change +$112.1M
13F 2025-06-30 Filed 2025-08-14
Sold out Shares -100.0% 13F value change -$112.1M
Settlement As of 13F 2025-06-30 · Filed 2025-08-14
Base shares 0 Last 3 periods +0 (New) Total shares 0 Value $0

Recent mentions

No public mentions.