SEC 13F Intelligence

12 West Capital Management LP / LAD

12 West Capital Management LP’s Lithia Mtrs Inc Position

Does 12 West Capital Management LP own Lithia Mtrs Inc (LAD)? Not currently — the last reported position was 150.5K shares worth $44M in Q3 2023; the fund’s latest 13F (Q1 2026) no longer reports it.

Position Value
$44M
Q3 2023
Shares
150.5K
% of Portfolio
+4.03%
Quarters Held
4
position exited

Position History LAD

Reported value by quarter
Q4 ’22: $27MQ4 ’22Q1 ’23: $34MQ1 ’23Q2 ’23: $46MQ2 ’23Q3 ’23: $44MQ3 ’23filingsflow.com
QuarterSharesValue% of Portfolio
Q3 2023150.5K$44M+4.03%
Q2 2023150.5K$46M+3.93%
Q1 2023150.5K$34M+2.96%
Q4 2022130.0K$27M+2.69%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See 12 West Capital Management LP’s full portfolio or all institutional holders of LAD.