SEC 13F Intelligence

Covalis Capital LLP / LAD

Covalis Capital LLP’s Lithia Mtrs Inc Position

Does Covalis Capital LLP own Lithia Mtrs Inc (LAD)? Yes79.9K shares worth $20M (+1.23% of its 13F portfolio) as of Q1 2026, up from 43.0K shares the prior filed quarter.

Position Value
$20M
Q1 2026
Shares
79.9K
% of Portfolio
+1.23%
Quarters Held
3
currently held

Position History LAD

Reported value by quarter
Q3 ’24: $36MQ3 ’24Q1 ’25: $13MQ1 ’25Q1 ’26: $20MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 202679.9K$20M+1.23%
Q1 202543.0K$13M+2.39%
Q3 2024112.6K$36M+5.03%

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