Conifer Management — LAD

How Conifer Management's position in Lithia Motors Inc. changed quarter by quarter. Change badges compare each quarter to the fund's immediately-prior filing.

Quarters held

2

First reported

Q4 2025

Latest value

$52,940,640

Latest weight

10.1%

Peak weight

22%

Shares since first

-47%

Position Trend

Shares, value, and weight from first report to latest report.

Conifer Management first reported 400,000 shares in Q4 2025 and most recently reported 212,000 shares in Q1 2026. Portfolio weight peaked at 22% in Q4 2025; the low reported weight was 10.1% in Q1 2026.

Since the first report, shares are -47% and reported value is -60.2%. Latest move: TRIM