Lithium Americas CORP (LAC) 13F Positioning & Ownership Changes (Q2 2026)

LAC ranks #2261 out of 37503 tracked stocks by institutional interest — one of the most closely watched names in our coverage.

LAC is a disclosed holding of Two Sigma (Two Sigma Investments), one of the tracked superinvestors on AlphaSMO — it makes up 0.0% of that fund's own 13F portfolio.

LAC is a top-conviction position for General Motors Holdings LLC — at 72.4% of their entire disclosed 13F portfolio, it's one of their largest single bets, not just a passing allocation.

The largest dollar stake in LAC belongs to Van Eck Associates CORP, but the position matters far more to General Motors Holdings LLC, who has 72.4% of their own portfolio riding on it — a reminder that the biggest holder by size and the holder with the biggest bet aren't always the same fund.

Ameriprise Financial Inc has added to its LAC position for two straight quarters, increasing it by $50.7M to reach $51.2M today.

Legal & General Group Plc has trimmed its LAC position for two straight quarters, cutting it by $12.2M while still holding $1.1M.

LAC is up 1.3% today, and institutions have been net buyers of $22.5M this quarter — today's price move and the underlying institutional flow are pointing the same direction.

LAC reported a net loss of $86.3M in its latest fiscal year.

• Not yet profitable — net loss of $86.3M in the latest fiscal year
• Net income declined year over year, from -$42.6M to -$86.3M
• Operating cash flow was negative, using $61.2M in cash
• Current ratio of 5.16x — enough short-term assets to cover short-term liabilities
• Liabilities run 0.94x equity — within a conventional range