SEC 13F Intelligence

Wedge Capital Management L L P/Nc / LAD

Wedge Capital Management L L P/Nc’s Lithia Mtrs Inc Position

Does Wedge Capital Management L L P/Nc own Lithia Mtrs Inc (LAD)? Not currently — the last reported position was 126.4K shares worth $37M in Q1 2025; the fund’s latest 13F (Q1 2026) no longer reports it.

Position Value
$37M
Q1 2025
Shares
126.4K
% of Portfolio
+0.72%
Quarters Held
11
position exited

Position History LAD

Reported value by quarter
Q3 ’20: $25MQ3 ’20Q4 ’20: $32MQ1 ’21: $33MQ1 ’21Q2 ’21: $29MQ3 ’21: $27MQ3 ’21Q4 ’21: $39MQ1 ’22: $33MQ1 ’22Q2 ’22: $31MQ3 ’22: $34MQ3 ’22Q4 ’24: $47MQ1 ’25: $37MQ1 ’25filingsflow.com
QuarterSharesValue% of Portfolio
Q1 2025126.4K$37M+0.72%
Q4 2024130.1K$47M+0.84%
Q3 2022160.7K$34M+0.58%
Q2 2022112.5K$31M+0.49%
Q1 2022108.9K$33M+0.44%
Q4 2021130.8K$39M+0.48%
Q3 202183.8K$27M+0.34%
Q2 202183.0K$29M+0.35%
Q1 202185.3K$33M+0.40%
Q4 2020110.5K$32M+0.37%
Q3 2020109.6K$25M+0.33%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Wedge Capital Management L L P/Nc’s full portfolio or all institutional holders of LAD.