利西亞汽車公司
US ˙ NYSE ˙ US5367971034

SecurityLAD / Lithia Motors, Inc.
InstitutionJanus Henderson Group Plc
Latest Disclosed Ownership10,728 shares
Latest Disclosed Value $ 2,678,728
Janus Henderson Group Plc reports 7.58% decrease in ownership of LAD / Lithia Motors, Inc.

On May 18, 2026 - Janus Henderson Group Plc filed a 13F-HR/A form disclosing ownership of 10,728 shares of Lithia Motors, Inc. (US:LAD) valued at $2,678,996 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 17, 2026 disclosing 11,608 shares of Lithia Motors, Inc.. This represents a change in shares of -7.58% during the quarter. The current value of the position is $3,117,557 USD.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-05-18 2026-03-31 13F/A-1 LITHIA MTRS COM 536797103 10,728 -880 -7.58 2,679 -30.57 0.0005
2026-05-15 2026-03-31 13F LITHIA MTRS COM 536797103 10,728 -880 2,679 0.0005
2026-02-17 2025-12-31 13F LITHIA MTRS COM 536797103 11,608 0 0.00 3,857 5.24 0.0017
2025-11-14 2025-09-30 13F LITHIA MTRS COM 536797103 11,608 0 0.00 3,666 -6.43 0.0017
2025-08-14 2025-06-30 13F LITHIA MTRS COM 536797103 11,608 -4,560 -28.20 3,918 -16.32 0.0019
2025-05-15 2025-03-31 13F LITHIA MTRS COM 536797103 16,168 -152 -0.93 4,682 -19.74 0.0026
2025-02-14 2024-12-31 13F LITHIA MTRS COM 536797103 16,320 738 4.74 5,832 17.82 0.0030
2024-11-14 2024-09-30 13F LITHIA MTRS COM 536797103 15,582 -305 -1.92 4,951 23.44 0.0025
2024-08-14 2024-06-30 13F LITHIA MTRS COM 536797103 15,887 804 5.33 4,010 -11.62 0.0021
2024-05-15 2024-03-31 13F LITHIA MTRS COM 536797103 15,083 83 0.55 4,537 -8.23 0.0025
2024-02-14 2023-12-31 13F LITHIA MTRS COM 536797103 15,000 -354 -2.31 4,945 9.11 0.0029
2023-11-14 2023-09-30 13F LITHIA MTRS COM 536797103 15,354 412 2.76 4,532 -0.29 0.0030
2023-08-14 2023-06-30 13F LITHIA MTRS COM 536797103 14,942 11 0.07 4,545 33.02 0.0028
2023-05-15 2023-03-31 13F LITHIA MTRS COM 536797103 14,931 6,125 69.55 3,417 89.46 0.0023
2023-02-14 2022-12-31 13F LITHIA MTRS COM 536797103 8,806 -28 -0.32 1,803 -4.85 0.0013
2022-11-14 2022-09-30 13F LITHIA MTRS COM 536797103 8,834 -395 -4.28 1,895 -25.33 0.0014
2022-08-15 2022-06-30 13F LITHIA MTRS COM 536797103 9,229 -9,090 -49.62 2,538 -53.80 0.0018
2022-05-16 2022-03-31 13F LITHIA MTRS COM 536797103 18,319 764 4.35 5,494 5.39 0.0027
2022-02-14 2021-12-31 13F LITHIA MTRS COM 536797103 17,555 10,584 151.83 5,213 135.88 0.0022
2021-11-16 2021-09-30 13F LITHIA MTRS COM 536797103 6,971 3,118 80.92 2,210 66.92 0.0010
2021-08-16 2021-06-30 13F LITHIA MTRS COM 536797103 3,853 -435 -10.14 1,324 -20.86 0.0006
2021-05-17 2021-03-31 13F LITHIA MTRS CL A 536797103 4,288 862 25.16 1,673 66.80 0.0008
2021-02-16 2020-12-31 13F LITHIA MTRS CL A 536797103 3,426 1,357 65.59 1,003 112.50 0.0005
2020-11-16 2020-09-30 13F LITHIA MTRS CL A 536797103 2,069 39 1.92 472 53.75 0.0002
2020-08-14 2020-06-30 13F LITHIA MTRS CL A 536797103 2,030 -535 -20.86 307 46.19 0.0002
2020-05-14 2020-03-31 13F LITHIA MTRS CL A 536797103 2,565 372 16.96 210 -34.78 0.0001
2020-02-18 2019-12-31 13F LITHIA MTRS CL A 536797103 2,193 -1,419 -39.29 322 -32.64 0.0002
2019-11-14 2019-09-30 13F LITHIA MTRS CL A 536797103 3,612 773 27.23 478 41.84 0.0003
2019-07-31 2019-06-30 13F LITHIA MTRS CL A 536797103 2,839 597 26.63 337 62.02 0.0002
2019-04-30 2019-03-31 13F LITHIA MTRS CL A 536797103 2,242 2,242 208 0.0001
2019-02-06 2018-12-31 13F LITHIA MTRS CL A 536797103 0 -2,863 -100.00 0 -100.00
2018-11-09 2018-09-30 13F LITHIA MTRS CL A 536797103 2,863 2,863 234 0.0001
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.