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HENNESSY ADVISORS INC LAD Position History
Lithia Motors, Inc. • Consumer Cyclical
Quarters held
4
Latest value
$30.2M
Q3 2026
Peak value
$39.2M
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $39.2M |
| Q1 2026 | $26.7M |
| Q2 2026 | $31M |
| Q3 2026 | $30.2M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $30.2M | 103.5K | — | — |
| Q2 2026 | $31M | 106.8K | — | — |
| Q1 2026 | $26.7M | 106.8K | — | — |
| Q4 2025 | $39.2M | 117.9K | — | — |
Other funds holding LAD
$672.8M
$666.7M
$653.7M
$648.4M
$626.4M
$620.1M
$588.4M