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GW&K Investment Management, LLC

Position in LAD — Lithia Motors Inc

CIK 1082917 BOSTON, MA

Position in LAD

as of Mar 31, 2026 · filed May 13, 2026
Position Value
$3,675,128
-$1,321,785 QoQ
Shares Held
14,717
-2.1% QoQ
Ownership
0.065%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority Sole 99.06910375755929.ToString("F0")% Shared 0.9308962424407149.ToString("F0")% None 0.ToString("F0")%

Common Shares in LAD Over Time

Shares Held

Position Value (USD)

Position in Auto & Truck Dealerships

Consumer Cyclical · as of Mar 31, 2026

GW&K Investment Management, LLC holds $109,927,506 across 7 Auto & Truck Dealerships names. LAD ranks #5 (3.3% of the industry book) .

# Ticker Company Shares Value (USD) Open
5 LAD
Lithia Motors Inc
This page
14,717 $3,675,128

All Filings in LAD

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25 filing rows on record
Report Date Value (USD) Shares
2026-03-31 $3,675,128 14,717
2025-12-31 $4,996,913 15,036
2025-09-30 $2,589,936 8,196
2025-06-30 $7,764,116 22,983
2025-03-31 $7,695,444 26,216
2024-12-31 $9,677,416 27,075
2024-09-30 $8,896,142 28,007
2024-06-30 $7,366,995 29,182
2024-03-31 $11,887,279 39,511
2023-12-31 $126,025,333 382,730
2023-09-30 $118,466,903 401,134
2023-06-30 $124,259,041 408,599
2023-03-31 $94,611,502 413,277
2022-12-31 $83,698,120 408,802
2022-09-30 $89,288,843 416,168
2022-06-30 $109,744,274 399,346
2022-03-31 $124,370,627 414,403
2021-12-31 $112,715,983 379,579
2021-09-30 $117,341,576 370,116
2021-06-30 $143,238,086 416,826
2021-03-31 $178,988,114 458,838
2020-12-31 $136,729,277 467,179
2020-09-30 $106,905,226 469,006
2020-06-30 $76,020,927 502,352
2020-03-31 $41,479,225 507,143