WESTWOOD HOLDINGS GROUP INC

Position in LAD — Lithia Motors Inc

CIK 1165002 DALLAS, TX

Position in LAD

as of Mar 31, 2026 · filed May 15, 2026 Compact

Position Value

$22,603,905

-$5,759,131 QoQ

Shares Held

90,517

+6.1% QoQ

Ownership

0.397%

of shares outstanding

% of Portfolio

0.18%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Dec 2022

14 quarters on record

Voting authority Sole 99.9248759901455.ToString("F0")% Shared 0.ToString("F0")% None 0.07512400985450247.ToString("F0")%

Consumer Cyclical · as of Mar 31, 2026

WESTWOOD HOLDINGS GROUP INC holds $64,286,373 across 2 Auto & Truck Dealerships names. LAD ranks #2 (35.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)	Open
1	SAH	Sonic Automotive Inc	607,882	$41,682,468
2	LAD	Lithia Motors Inc This page	90,517	$22,603,905

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$22,603,905	90,517	+6.1%	Shares	Defined	2026-05-15
2025-12-31	$28,363,036	85,346	-5.3%	Shares	Defined	2026-02-17
2025-09-30	$28,464,964	90,079	+6.5%	Shares	Defined	2025-11-14
2025-06-30	$28,575,180	84,587	+9.3%	Shares	Defined	2025-10-08
2025-03-31	$22,715,005	77,383	+10.2%	Shares	Defined	2025-05-09
2024-12-31	$25,090,513	70,197	-22.9%	Shares	Defined	2025-02-14
2024-09-30	$28,929,063	91,075	+29.4%	Shares	Defined	2024-11-14
2024-06-30	$17,773,742	70,405	+22.9%	Shares	Defined	2024-08-13
2024-03-31	$17,232,959	57,279	+26.6%	Shares	Defined	2024-06-06
2023-12-31	$14,897,944	45,244	+3.0%	Shares	Defined	2024-02-13
2023-09-30	$12,968,826	43,913	+13.3%	Shares	Defined	2023-11-14
2023-06-30	$11,791,561	38,774	-7.5%	Shares	Defined	2023-08-11
2023-03-31	$9,591,938	41,899	+3801.2%	Shares	Defined	2023-05-12
2022-12-31	$219,890	1,074	—	Shares	Defined	2023-02-14
No filing history on record for this holder in this stock.