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Yorktown Management & Research Co Inc → LAD
Yorktown Management & Research Co Inc LAD Position History
Lithia Motors, Inc. • Consumer Cyclical
Quarters held
5
Latest value
$613K
Q3 2026
Peak value
$698K
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $664K |
| Q4 2025 | $698K |
| Q1 2026 | $524K |
| Q2 2026 | $610K |
| Q3 2026 | $613K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $613K | 2.1K | — | — |
| Q2 2026 | $610K | 2.1K | — | — |
| Q1 2026 | $524K | 2.1K | — | — |
| Q4 2025 | $698K | 2.1K | — | — |
| Q3 2025 | $664K | 2.1K | — | — |
Other funds holding LAD
$672.8M
$666.7M
$653.7M
$648.4M
$626.4M
$620.1M
$588.4M