Tensile Capital Management LP / LAD
Tensile Capital Management LP’s Lithia Mtrs Inc Position
Does Tensile Capital Management LP own Lithia Mtrs Inc (LAD)? Yes — 223.0K shares worth $56M (+7.97% of its 13F portfolio) as of Q1 2026, down from 224.8K shares the prior filed quarter.
Position Value
$56M
Q1 2026
Shares
223.0K
% of Portfolio
+7.97%
Quarters Held
29
currently held
Position History LAD
Reported value by quarter
| Quarter | Shares | Value | % of Portfolio |
|---|---|---|---|
| Q1 2026 | 223.0K | $56M | +7.97% |
| Q4 2025 | 224.8K | $74,704 | +9.68% |
| Q3 2025 | 235.5K | $74,427 | +9.30% |
| Q2 2025 | 223.5K | $75,512 | +9.11% |
| Q1 2025 | 235.5K | $69,137 | +8.82% |
| Q4 2024 | 235.5K | $84,184 | +8.75% |
| Q3 2024 | 261.5K | $83M | +8.98% |
| Q2 2024 | 255.3K | $64M | +7.11% |
| Q1 2024 | 234.0K | $70M | +7.70% |
| Q4 2023 | 209.0K | $69M | +8.05% |
| Q3 2023 | 237.0K | $70M | +8.80% |
| Q2 2023 | 249.9K | $76M | +9.83% |
| Q1 2023 | 269.9K | $62M | +8.39% |
| Q4 2022 | 299.9K | $61M | +9.61% |
| Q3 2022 | 279.9K | $60M | +9.27% |
| Q2 2022 | 279.9K | $77M | +13.26% |
| Q1 2022 | 279.9K | $84M | +12.21% |
| Q4 2021 | 315.0K | $94M | +11.25% |
| Q3 2021 | 315.0K | $100M | +11.62% |
| Q2 2021 | 329.6K | $113M | +12.83% |
| Q1 2021 | 314.6K | $123M | +16.10% |
| Q4 2020 | 347.2K | $102M | +11.92% |
| Q3 2020 | 307.1K | $70M | +9.37% |
| Q2 2020 | 310.3K | $47M | +7.11% |
| Q1 2020 | 304.8K | $25M | +4.91% |
| Q4 2019 | 148.5K | $22M | +2.80% |
| Q3 2019 | 156.3K | $21M | +2.63% |
| Q2 2019 | 158.7K | $19M | +2.47% |
| Q1 2019 | 161.7K | $15M | +2.10% |
Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Tensile Capital Management LP’s full portfolio or all institutional holders of LAD.