Tensile Capital Management LP

Position in LAD — Lithia Motors Inc

CIK 1598843 LARKSPUR, CA

Position in LAD

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

Position Value

$55,678,320

-$19,026,140 QoQ

Shares Held

222,963

-0.8% QoQ

Ownership

0.978%

of shares outstanding

% of Portfolio

8.06%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 100.ToString("F0")% Shared 0.ToString("F0")% None 0.ToString("F0")%

Consumer Cyclical · as of Mar 31, 2026

Tensile Capital Management LP holds $126,367,352 across 2 Auto & Truck Dealerships names. LAD ranks #2 (44.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)	Open
1	VVV	Valvoline Inc	2,098,843	$70,689,032
2	LAD	Lithia Motors Inc This page	222,963	$55,678,320

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$55,678,320	222,963	-0.8%	Shares	Sole	2026-05-15
2025-12-31	$74,704,460	224,790	-4.6%	Shares	Sole	2026-02-17
2025-09-30	$74,426,532	235,527	+5.4%	Shares	Sole	2025-11-14
2025-06-30	$75,511,891	223,527	-5.1%	Shares	Sole	2025-08-14
2025-03-31	$69,136,595	235,527	0.0%	Shares	Sole	2025-05-15
2024-12-31	$84,184,415	235,527	-9.9%	Shares	Sole	2025-02-14
2024-09-30	$83,071,436	261,527	+2.4%	Shares	Sole	2024-11-14
2024-06-30	$64,444,173	255,275	+9.1%	Shares	Sole	2024-08-14
2024-03-31	$70,393,718	233,975	+12.0%	Shares	Sole	2024-05-15
2023-12-31	$68,811,288	208,975	-11.8%	Shares	Sole	2024-02-14
2023-09-30	$69,985,826	236,975	-5.2%	Shares	Sole	2023-11-14
2023-06-30	$76,000,738	249,912	-7.4%	Shares	Sole	2023-08-14
2023-03-31	$61,790,954	269,912	-10.0%	Shares	Sole	2023-05-15
2022-12-31	$61,403,982	299,912	+7.1%	Shares	Sole	2023-02-14
2022-09-30	$60,055,119	279,912	0.0%	Shares	Sole	2022-11-14
2022-06-30	$76,922,616	279,912	0.0%	Shares	Sole	2022-08-15
2022-03-31	$84,007,189	279,912	-11.2%	Shares	Sole	2022-05-16
2021-12-31	$93,552,612	315,045	0.0%	Shares	Sole	2022-02-14
2021-09-30	$99,881,866	315,045	-4.4%	Shares	Sole	2021-11-15
2021-06-30	$113,271,304	329,622	+4.8%	Shares	Sole	2021-08-16
2021-03-31	$122,730,895	314,622	-9.4%	Shares	Sole	2021-05-17
2020-12-31	$101,601,268	347,153	+13.0%	Shares	Sole	2021-02-16
2020-09-30	$70,008,579	307,136	-1.0%	Shares	Sole	2020-11-16
2020-06-30	$46,964,054	310,342	+1.8%	Shares	Sole	2020-08-14
2020-03-31	$24,925,502	304,750	—	Shares	Sole	2020-05-15
No filing history on record for this holder in this stock.