Lithia Motors Inc, Class A (LAD)

Sector:
CONSUMER DISCRETIONARY
Industry:
RETAIL - SPECIALTY
SIC:
RETAIL-AUTO DEALERS & GASOLINE STATIONS
CEO:
Bryan B. DeBoer
Employees:
13,643
150 NORTH BARTLETT STREET, MEDFORD, OR 97501
541-776-6401

Lithia Motors, Inc. engages in the operation of automotive franchises and retail of new and used vehicles. It operates through the following segments: Domestic, Import, Luxury, and Corporate and Others. The Domestic segment comprises of retail automotive franchises that sell new vehicles manufactured by Chrysler, General Motors, and Ford. The Import segment composes of automotive franchises that sell new vehicles manufactured by Honda, Toyota, Subaru, Nissan, and Volkswagen. The Luxury segment includes retail automotive franchises that sell new vehicles manufactured by BMW, Mercedes-Benz, and Lexus. The Corporate and Others segment consists of the company's stand-alone collision center and unallocated corporate overhead expenses. The company was founded by Walt DeBoer and Sidney B. DeBoer in 1946 and is headquartered in Medford, OR.

Data derived from most recent annual or quarterly report
Market Cap 8.863 Billion Shares Outstanding30.251 Million Avg 30-day Volume 399.206 Thousand
P/E Ratio14.9721 Dividend Yield0.4176 EPS16.69
Price to Revenue0.5365 Debt to Equity1.4758 EBITDA877.3 Million
Price to Book Value2.6456 Operating Margin5.3115000000000006 Enterprise Value10.809 Billion
Current Ratio1.346 EPS Growth0.684 Quick Ratio0.312
1 Yr BETA 52-week High/Low 416.76 / 267.09 Profit Margin3.5834
Operating Cash Flow Growth3.3746 Altman Z-Score3.2387 Free Cash Flow to Firm -1.002 Billion
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Lithia Motors Inc, Class A YCharts
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Funds Holding LAD (via 13F filings)

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*Shares are split adjusted
*Please note that if a filer hasn't submitted a 13F filing for a quarter then the filer's shares will be listed as "Sold All"

Mutual Funds Holding LAD BETA

Active Schedule 13D and 13G filings

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Open Market Buys/Sells Last 60 Days

Open Market Buys (P)

none

Open Market Sells (S)

12.4 Thousand total shares from 3 transactions

Exercise Derivative Conversion (M)

none

Current/Former Insiders

Insider Name Type Last Reported Shares Held Last Reported Date Filings in past year

DEBOER SIDNEY B

  • Director
 156,312 2021-11-16 9

MCINTYRE SHAUNA

  • Director
 1,883 2021-09-10 5

CELESTE MARGUERITE SENIOR VICE PRESIDENT

  • Officer
 438 2021-07-28 1

ROBINO DAVID J

  • Director
 8,165 2021-04-29 1

CAIN SUSAN O

  • Director
 12,779 2021-04-29 2

ROBERTS KENNETH E

  • Director
 96,742 2021-04-29 2

MIRAMONTES LOUIS

  • Director
 3,983 2021-04-29 2

DEBOER BRYAN B CEO

  • Officer
 235,481 2021-04-28 5

HINES GEORGE N SENIOR VICE PRESIDENT

  • Officer
 5,716 2021-02-23 3

HOLZSHU CHRIS EXECUTIVE VICE PRESIDENT

  • Officer
 60,214 2021-02-18 3

HILLIER SCOTT SENIOR VICE PRESIDENT

  • Officer
 60,093 2021-02-18 3

DOBRY THOMAS SENIOR VICE PRESIDENT

  • Officer
 19,374 2021-02-18 2

MILLER TINA SENIOR VICE PRESIDENT & CFO

  • Officer
 9,041 2021-02-18 3

STORK DAVID SENIOR VICE PRESIDENT

  • Officer
 1,115 2021-02-18 1

ABRAMS CAPITAL MANAGEMENT, L.P.

ABRAMS CAPITAL MANAGEMENT, LLC

ABRAMS DAVID C

  • 10% Owner
 2,226,068 2020-04-24 0

ABRAMS CAPITAL MANAGEMENT, L.P.

ABRAMS CAPITAL MANAGEMENT, LLC

ABRAMS CAPITAL, LLC

ABRAMS DAVID C

  • 10% Owner
 No longer subject to file 2019-10-24 0

NORTH JOHN F SENIOR VICE PRESIDENT & CFO

  • Officer
 22,317 2019-02-22 0

LIANG GEORGE CHUN-WAI SENIOR VICE PRESIDENT

  • Officer
 11,507 2019-02-22 0

LEWIS ERIK SENIOR VICE PRESIDENT

  • Officer
 2,768 2019-02-22 0

BECKER THOMAS R

  • Director
 67,075 2018-04-27 0

LAM SHAU-WAI

  • Director
 2,867 2016-04-22 0

LITHIA HOLDING CO LLC

  • 10% Owner
 No longer subject to file 2016-03-02 0

YOUNG WILLIAM J

  • Director
 13,607 2015-11-03 0

GRAY R BRADFORD CONSULTANT

  • Officer
 19,467 2015-03-09 0

LITHIA HOLDING CO LLC

DEBOER SIDNEY B EXECUTIVE CHAIRMAN

  • Officer
  • Director
  • 10% Owner
 0 2013-04-25 9

HEIMANN M L DICK PRESIDENT OF CORPORATE AFFAIRS

  • Officer
  • Director
 296,898 2012-11-29 0

DEBOER JEFFREY B SENIOR VICE PRESIDENT, CFO

  • Officer
 24,853 2010-03-12 0

KELLER MARYANN

  • Director
 No longer subject to file 2009-04-30 0

WAGNER A J

  • Director
 18,300 2009-04-30 0

HUGHES CHARLES R

  • Director
 15,934 2009-04-30 0

GLICK WILLIAM L

  • Director
 15,934 2009-04-30 0

GANIM LINDA CHIEF ACCOUNTING OFFICER

  • Officer
 10,118 2008-03-10 0

Insider Transactions Last 60 Days

Reporting Owners Filing Date Trans Date Trans Code Shares Share Price Acquired
Disposed		 Shares Owned after D/I 10b5 Perf 1d* Perf 5d* Perf 1m* Max Gain Max Gain Days Max Loss Max Loss Days

DEBOER SIDNEY B - Director by trust

2021-11-17 17:00:09 -0500 2021-11-16 S 5,432 $334.64 d 104,605 indirect -3.9648 0.0 1 -3.9648 2

DEBOER SIDNEY B - Director by trust

2021-11-17 17:00:09 -0500 2021-11-16 S 2,394 $335.09 d 110,037 indirect -3.9648 0.0 1 -3.9648 2

DEBOER SIDNEY B - Director by trust

2021-11-17 17:00:09 -0500 2021-11-16 S 4,605 $333.29 d 100,000 indirect -3.9648 0.0 1 -3.9648 2

DEBOER SIDNEY B - Director

2021-11-02 17:36:39 -0400 2021-11-01 F 33 $319.22 d 55,314 direct -0.4469 -3.7404 0.0 1 -3.7404 6

* -

Transaction Code Definitions
Code Definition
A Grant, award or other acquisition pursuant to Rule 16b-3(d)
C Conversion of derivative security
D Disposition to the issuer of issuer equity securities pursuant to Rule 16b-3(e)
E Expiration of short derivative position
F Payment of exercise price or tax liability by delivering or withholding securities incident to the receipt, exercise or vesting of a security issued in accordance with Rule 16b-3
G Bona fide gift
H Expiration (or cancellation) of long derivative position with value received
I Discretionary transaction in accordance with Rule 16b-3(f) resulting in acquisition or disposition of issuer securities
J Other acquisition or disposition
L Small acquisition under Rule 16a-6
M Exercise or conversion of derivative security exempted pursuant to Rule 16b-3
O Exercise of out-of-the-money derivative security
P Open market or private purchase of non-derivative or derivative security
S Open market or private sale of non-derivative or derivative security
U Disposition pursuant to a tender of shares in a change of control transaction
W Acquisition or disposition by will or the laws of descent and distribution
X Exercise of in-the-money or at-the-money derivative security
Z Deposit into or withdrawal from voting trust

IBR Securities Loan Availability

Updated throughout the day, this shows the number of shares available to borrow. Data provided by Interactive Brokers

Security Date/Time Rebate Rate Fee Rate Shares Available
LITHIA MOTORS INC LAD 2021-11-26 22:15:03 UTC -0.18 0.25 1100000
LITHIA MOTORS INC LAD 2021-11-26 21:45:03 UTC -0.18 0.25 1100000
LITHIA MOTORS INC LAD 2021-11-26 21:15:03 UTC -0.18 0.25 1100000
LITHIA MOTORS INC LAD 2021-11-26 20:45:03 UTC -0.18 0.25 1100000
LITHIA MOTORS INC LAD 2021-11-26 20:15:03 UTC -0.18 0.25 1100000
LITHIA MOTORS INC LAD 2021-11-26 19:45:04 UTC -0.18 0.25 1100000
LITHIA MOTORS INC LAD 2021-11-26 19:15:03 UTC -0.18 0.25 1100000
LITHIA MOTORS INC LAD 2021-11-26 18:45:04 UTC -0.18 0.25 1100000
LITHIA MOTORS INC LAD 2021-11-26 18:15:04 UTC -0.18 0.25 1100000
LITHIA MOTORS INC LAD 2021-11-26 17:45:03 UTC -0.18 0.25 1100000
LITHIA MOTORS INC LAD 2021-11-26 17:15:03 UTC -0.18 0.25 1100000
LITHIA MOTORS INC LAD 2021-11-26 16:45:03 UTC -0.18 0.25 1100000
LITHIA MOTORS INC LAD 2021-11-26 16:15:03 UTC -0.18 0.25 1100000
LITHIA MOTORS INC LAD 2021-11-26 15:45:03 UTC -0.18 0.25 1100000
LITHIA MOTORS INC LAD 2021-11-26 15:15:02 UTC -0.18 0.25 1100000
LITHIA MOTORS INC LAD 2021-11-26 14:45:03 UTC -0.18 0.25 1100000
LITHIA MOTORS INC LAD 2021-11-26 14:15:03 UTC -0.18 0.25 1100000
LITHIA MOTORS INC LAD 2021-11-26 13:45:04 UTC -0.18 0.25 1100000
LITHIA MOTORS INC LAD 2021-11-26 13:15:03 UTC -0.18 0.25 1100000
LITHIA MOTORS INC LAD 2021-11-26 12:45:04 UTC -0.18 0.25 1100000

Current Active Short Positions

Holder Issuer Net Short Position Position Date Origin
FundVantage Trust- Gotham Index Plus All-Cap Fund LAD -3.0 shares, $-245.37 2020-03-31 N-PORT
SEI INSTITUTIONAL MANAGED TRUST- SIMT Multi-Asset Inflation Managed Fund LAD -200.0 shares, $-68728.0 2021-06-30 N-PORT
First Trust Exchange-Traded Fund III- First Trust Long/Short Equity ETF LAD -667.0 shares, $-251605.74 2021-07-31 N-PORT
SEI INSTITUTIONAL INVESTMENTS TRUST- SIIT MULTI-ASSET REAL RETURN FUND LAD -200.0 shares, $-66260.0 2021-08-31 N-PORT
AGF Investments Trust- AGFIQ U.S. Market Neutral Anti-Beta Fund LAD -1276.0 shares, $-404543.04 2021-09-30 N-PORT
Blackstone Alternative Investment Funds- Blackstone Alternative Multi-Strategy Fund LAD -300.0 shares, $-95112.0 2021-09-30 N-PORT
Federated Hermes Adviser Series- Federated Hermes MDT Market Neutral Fund LAD -414.0 shares, $-131254.56 2021-09-30 N-PORT
FundVantage Trust- Gotham Hedged Plus Fund LAD -4.0 shares, $-1268.16 2021-09-30 N-PORT

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