Jeremy Grantham's LKQ Position Overview
Jeremy Grantham (via Grantham, Mayo, Van Otterloo & Co. LLC) currently holds 65,414 shares of LKQ Corporation (LKQ) worth $2 M, representing 0.01% of the portfolio. First purchased in 2014-Q4, this long-term strategic position has been held for 21 quarters.
Based on 13F filings, Jeremy Grantham has maintained a strategic position in LKQ, demonstrating sustained confidence in this investment. Largest addition occurred in Q2 2021, adding 285,800 shares. Largest reduction occurred in Q3 2022, reducing 269,400 shares.
Analysis based on 13F filings available since 2013 Q2
Jeremy Grantham's LKQ Corporation (LKQ) Holding Value Over Time
Track share changes against reported price movement
Quarterly LKQ Corporation (LKQ) Trades by Jeremy Grantham
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q4 2014 | +35,900 | New Buy | 35,900 | $28.13 |
| Q1 2015 | -3,300 | Reduce 9.19% | 32,600 | $25.55 |
| Q2 2015 | -400 | Reduce 1.23% | 32,200 | $30.25 |
| Q3 2015 | -32,200 | Sold Out | 0 | $0.00 |
| Q4 2017 | +123,100 | New Buy | 123,100 | $40.67 |
| Q1 2018 | +63,100 | Add 51.26% | 186,200 | $37.95 |
| Q2 2018 | -186,200 | Sold Out | 0 | $0.00 |
| Q4 2020 | +93,500 | New Buy | 93,500 | $35.24 |
| Q1 2021 | +54,900 | Add 58.72% | 148,400 | $42.33 |
| Q2 2021 | +285,800 | Add 192.59% | 434,200 | $49.22 |
| Q3 2021 | +98,000 | Add 22.57% | 532,200 | $50.32 |
| Q4 2021 | -70,100 | Reduce 13.17% | 462,100 | $60.03 |
| Q1 2022 | +59,100 | Add 12.79% | 521,200 | $45.41 |
| Q2 2022 | -93,300 | Reduce 17.90% | 427,900 | $49.09 |
| Q3 2022 | -269,400 | Reduce 62.96% | 158,500 | $47.15 |
| Q4 2022 | -158,500 | Sold Out | 0 | $0.00 |
| Q3 2024 | +87,441 | New Buy | 87,441 | $39.92 |
| Q4 2024 | -1,572 | Reduce 1.80% | 85,869 | $36.75 |
| Q1 2025 | -25,398 | Reduce 29.58% | 60,471 | $42.54 |
| Q2 2025 | -60,471 | Sold Out | 0 | $0.00 |
| Q3 2025 | +65,414 | New Buy | 65,414 | $30.54 |
Jeremy Grantham's LKQ Corporation Investment FAQs
Jeremy Grantham first purchased LKQ Corporation (LKQ) in Q4 2014, acquiring 35,900 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Jeremy Grantham has held LKQ Corporation (LKQ) for 21 quarters since Q4 2014.
Jeremy Grantham's largest addition to LKQ Corporation (LKQ) was in Q2 2021, adding 434,200 shares worth $21.37 M.
According to the latest 13F filing for Q3 2025, Jeremy Grantham's firm, Grantham, Mayo, Van Otterloo & Co. LLC, owns 65,414 shares of LKQ Corporation (LKQ), valued at approximately $2 M.
As of the Q3 2025 filing, LKQ Corporation (LKQ) represents approximately 0.01% of Jeremy Grantham's publicly disclosed stock portfolio, making it one of their key holdings.
Jeremy Grantham's peak holding in LKQ Corporation (LKQ) was 532,200 shares, as reported at the end of Q3 2021.