LAD
Lithia Motors Inc
Lithia Motors Inc historical holders
total: 8
Miller Value Partners Lithia Motors Inc transactions over time
- Total transactions:
- 4
- New positions:
- 2
- Sold out:
- 1
- Added:
- 1
- Held since:
- 2026 Q1
- Held for:
- 1 quarter
- Latest activity:
- 2026 Q1
Bill Miller has been an institutional investor in Lithia Motors Inc (LAD) since 2022 Q4. According to 2026 Q1 report, Bill Miller holds 2,654 shares with a market value of roughly $662.76K representing 0.17% of their equity portfolio. The fund/company first acquired LAD in 2022 Q4, initially purchasing 1,000 shares. Bill Miller later completely sold out the position and reinvested in LAD again in 2026 Q1. Since the initial investment, Miller Value Partners has made 3 more transactions in this position.
Does Bill Miller still hold LAD?
Yes, Bill Miller continues to hold Lithia Motors Inc (LAD). According to their 2026 Q1 report, they maintain a position of 2,654 shares valued at approximately $662.76K, representing 0.17% of their equity portfolio.
When did Bill Miller first invest in LAD?
Bill Miller first invested in Lithia Motors Inc (LAD) in 2022 Q4 at the reported quarter-end price of $204.74 per share, acquiring 1,000 shares in their initial purchase.
What is Bill Miller's average cost basis for LAD?
Based on historical transaction data, Bill Miller's estimated cost basis for Lithia Motors Inc (LAD) is approximately $249.72 per share. This represents their average reported price* across all buy transactions.
Has Bill Miller reinvested in LAD after selling?
Yes, Bill Miller has shown renewed interest in Lithia Motors Inc (LAD). After completely selling their position, they reinitiated an investment in 2026 Q1, demonstrating continued conviction in this ticker.
Estimated cost basis*
- Weighted AVG buy price:
- $249.72
LAD transactions history by Miller Value Partners
4 results
| Period |
% of portfolio |
Shares held after* |
Reported price* |
Value* |
% (shares) of activity |
% change to portfolio |
|---|---|---|---|---|---|---|
|
2026 Q1
|
0.17%
|
2,654
|
$249.72
|
$662,757
|
new
|
+0.17%
|
|
2024 Q1
|
0.00%
|
0
|
$329.28
|
|
-100% (-2,000)
|
-0.39%
|
|
2023 Q2
|
0.40%
|
2,000
|
$304.11
|
$608,220
|
+100.00% (+1,000)
|
+0.2%
|
|
2022 Q4
|
0.01%
|
1,000
|
$204.74
|
$204,740
|
new
|
+0.01%
|
* Shares, change to shares, sold shares, shares held after: split-adjusted.
* Reported price: this doesn't represent the actual buy or sell price. It is the split-adjusted price of the security as of the last day of the reported period.
If the security is completely sold out, we show the reported split-adjusted price prior to the actual period.
If the security is completely sold out, we show the reported split-adjusted price prior to the actual period.
* Estimated cost basis: based on "Reported price*" (not earlier than 2013 Q2). Calculation starts from the latest "new buy" activity to the latest "close out" activity (if any).
* Value or Price: If the security is completely sold out, we show the reported value (or price) prior to the actual period.
* New buy or own: this means there is no earlier reporting (for us or in general). So we can't know if the actual purchase of the security happened at the reported period or earlier.