LKQ Corporation

LKQ Consumer Discretionary
$32.62 +$0.05 (0.15%)
Market Cap: $8.35 B
Gurus Holding
10
Popularity Rank
#387
% of Shares Held
2.64%
Net Activity (Q3 2025)
+$70.37 M

Guru Ownership Trend

Guru Analysis for LKQ Corporation (LKQ)

LKQ Corporation (LKQ), a key player in the Consumer Discretionary sector, continues to attract institutional attention.

As of Q3 2025, a total of 10 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $220.08 M.

Top institutional holders include Richard Pzena and Cliff Asness.

Institutional sentiment is currently Strongly Bullish. This is evidenced by a $70.37 M net inflow during the quarter.

Recent activity highlights Paul Tudor Jones who increased their stake by 261.6%.

Portfolio Manager % Portfolio Activity Shares Value Report Date
0.33% Add 19.9% 3,339,732 $102 M Q3 2025
0.02% Add 133.1% 1,276,339 $38.65 M Q3 2025
0.89% Add 16.5% 534,000 $16.31 M Q3 2025
0.03% Add 261.6% 521,389 $15.92 M Q3 2025
1.84% Add 40.2% 318,266 $9.72 M Q3 2025
0.04% Add 17.2% 268,726 $8.21 M Q3 2025
0.03% New Buy 225,803 $6.9 M Q3 2025
0.06% New Buy 135,807 $4.15 M Q3 2025
0.01% New Buy 65,414 $2 M Q3 2025
0.00% New Buy 61,406 $1.88 M Q3 2025

Key Holders

Top 5 by Value

$102 M
$38.65 M
$16.31 M
$15.92 M
$9.72 M

Top 5 by Conviction

Recent Activity Breakdown (Q3 2025)

+$71.74 M
Total Buy Value
New Buys 4
Additions 6
-$1.37 M
Total Sell Value
Reductions 0
Sold Out 1

Guru Consensus (Q3 2025)

Based on recent activity
Net Sellers
1
Net Buyers
10

FAQs for LKQ Corporation (LKQ)

Major holders include Richard Pzena ($102 M), Cliff Asness ($38.65 M), Wallace Weitz ($16.31 M). According to the latest reported data, 10 tracked investment managers collectively hold approximately 6.75 M shares.

According to the latest 13F reporting period, sentiment appears Bullish (Net Buying). There was a net inflow of $70.37 M, with 10 managers increasing positions and 1 managers reducing holdings.

During the most recent reporting period, 0 managers trimmed their positions, while 1 fully exited LKQ. The total reported sell value was $1.37 M.

Yes, 4 managers opened new positions in LKQ, and 6 increased their existing holdings. The total reported buy value was $71.74 M.