SCHEDULE 13G: Investment Adviser Barrow Hanley Discloses Passive 0% Stake in Lithia Motors

Sentiment:

Beneficial Ownership Disclosure


Barrow Hanley Mewhinney & Strauss LLC has filed a Schedule 13G, disclosing a passive 0% ownership stake in Lithia Motors Inc. as of March 31, 2025.

Summary

  • Barrow Hanley Mewhinney & Strauss LLC, an investment adviser, filed a Schedule 13G with the U.S. Securities and Exchange Commission (SEC).
  • The filing reports beneficial ownership of 135 shares of Lithia Motors Inc. Common Stock.
  • This ownership represents 0% of the total class of securities.
  • The reporting person holds sole voting power and sole dispositive power over these 135 shares.
  • The shares were acquired and are held in the ordinary course of business and not for the purpose of changing or influencing the control of Lithia Motors Inc.

Sentiment

Score: 5

Explanation: The document is a routine regulatory filing disclosing a passive, non-controlling ownership stake, which is neutral in sentiment as it provides no new operational or financial information about the issuer.

Future Outlook

This Schedule 13G filing does not contain any forward-looking statements or guidance regarding Lithia Motors Inc.'s future performance or outlook.

Management Comments

  • Hannah Ackels, CCO of Barrow Hanley Mewhinney & Strauss LLC, certified that the securities were acquired and are held in the ordinary course of business and were not acquired and are not held for the purpose of or with the effect of changing or influencing the control of the issuer of the securities.

Industry Context

This filing is a routine regulatory disclosure of a passive, non-controlling investment by an investment adviser and does not provide specific insights into broader industry trends or competitive dynamics within the automotive retail sector.

Key Dates

DateDescription
03/31/2025Date of event which requires filing of this statement.
05/14/2025Date of filing and certification by Hannah Ackels, CCO.

Keywords

Lithia Motors Inc., Barrow Hanley Mewhinney & Strauss LLC, Schedule 13G, SEC filing, Common Stock, beneficial ownership, investment adviser, passive investment

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