LKQ Corporation

LKQ Consumer Discretionary
$30.52 $-0.47 (-1.52%)
Market Cap: $7.81 B
Gurus Holding
10
Popularity Rank
#433
% of Shares Held
2.64%
Net Activity (Q3 2025)
+$70.37 M

Guru Ownership Over Time

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 $205.91 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 % of portfolio Activity Shares Value Peroid
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 guru activity
Net Sellers
1
Net Buyers
10

FAQs for LKQ Corporation (LKQ)

Top Guru holders include Richard Pzena ($102 M), Cliff Asness ($38.65 M), Wallace Weitz ($16.31 M). Collectively, tracked Gurus hold 6.75 M shares.

Based on recent 13F filings, the sentiment is **Positive (Net Buy)**. There was a net inflow of $70.37 M, with 10 Gurus buying and 1 Gurus selling.

In the recent quarter, 0 Gurus reduced their positions, and 1 Gurus sold out of LKQ completely. Total sell value was $1.37 M.

Yes, 4 Gurus opened new positions in LKQ, and 6 added to their existing holdings. Total buy value was $71.74 M.