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LKQ Corporation LKQ

LKQ Corporation engages in the distribution of replacement parts, components, and systems used in the repair and maintenance of vehicles and specialty vehicle aftermarket products and accessories. The company operates through four segments: Wholesale-North America, Europe, Specialty, and Self Service.

Company profile

Business mix

  • The company operates through four segments: Wholesale-North America, Europe, Specialty, and Self Service.
  • It offers bumper covers, automotive body panels, and lights, as well as paint and paint related consumables for refinishing vehicles.
  • The company also provides scrap metal and other materials to metals recyclers; precious metals.
  • In addition, the company distributes recreational vehicle appliances and air conditioners, towing hitches, truck bed covers, vehicle protection products, marine electronics, cargo management products, wheels, tires, and suspension products.

Current key questions

  • Can consumer demand, pricing, traffic, and channel execution support growth in auto parts?
  • How do input costs, promotions, inventory, and brand strength affect margins?
  • Does management convert scale, store or digital reach, and capital allocation into higher per-share value?
Holders 2 Current sample portfolio
Public mentions 0 Videos / interviews / letters

Current firm holders

Firm Weight Value Filing period
Lyrical Asset Management 1.4% $89.6M 2026-03-31
Weitz Investment Management Wallace Weitz 0.8% $12.0M 2026-03-31

Recent trading changes over the last 4 quarters

Net buyers 2 Last 4 13F filing periods
Net reducers 1 Last 4 13F filing periods
Unchanged holders 0 Share count unchanged
Increase amount $98.1M Estimated from net added shares
Reduction amount $1.5M Estimated from net reduced shares
Net share change / base shares +704.5% +3,228,798 / 458,300
Weitz Investment Management Wallace Weitz 4 filing periods
13F 2025-06-30 Filed 2025-08-12
Unchanged Shares 0.0% 13F value change $0
13F 2025-09-30 Filed 2025-11-10
Major increase Shares 16.5% 13F value change -$653,323
13F 2025-12-31 Filed 2026-02-12
Major reduction Shares -17.4% 13F value change -$3.0M
13F 2026-03-31 Filed 2026-05-14
Minor reduction Shares -7.5% 13F value change -$1.3M
Settlement As of 13F 2026-03-31 · Filed 2026-05-14
Base shares 458,300 Last 4 periods -50,300 (-11.0%) Total shares 408,000 Value $12.0M
Lyrical Asset Management 4 filing periods
13F 2025-06-30 Filed 2025-08-12
New Shares - 13F value change +$114.2M
13F 2025-09-30 Filed 2025-11-12
Minor increase Shares 11.6% 13F value change -$9.0M
13F 2025-12-31 Filed 2026-02-11
Minor reduction Shares -6.9% 13F value change -$8.4M
13F 2026-03-31 Filed 2026-05-11
Minor reduction Shares -4.9% 13F value change -$7.3M
Settlement As of 13F 2026-03-31 · Filed 2026-05-11
Base shares 0 Last 4 periods +3,049,786 (New) Total shares 3,049,786 Value $89.6M
Gotham Asset Management Joel Greenblatt 2 filing periods
13F 2025-03-31 Filed 2025-05-15
New Shares - 13F value change +$21.3M
13F 2025-06-30 Filed 2025-08-14
Major reduction Shares -54.1% 13F value change -$12.8M
Settlement As of 13F 2025-06-30 · Filed 2025-08-14
Base shares 0 Last 4 periods +229,312 (New) Total shares 229,312 Value $8.5M

Recent mentions

No public mentions.