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LKQ Corporation

LKQ Consumer Discretionary
$26.2 +$0.22 (0.85%)
Market Cap: $6.68 B
Gurus Holding
11
Popularity Rank
#289
% of Shares Held
3.58%
Net Activity (Q1 2026)
+$49.74 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 Q1 2026, a total of 11 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $238.73 M.

Top institutional holders include Richard Pzena and Cliff Asness.

Institutional sentiment is currently Bullish. This is evidenced by a $49.74 M net inflow during the quarter.

Recent activity highlights Joel Greenblatt who increased their stake by 273.9%. Conversely, Paul Tudor Jones reduced exposure by 88.7%.

Key Holders

Top 5 by Value

$183.06 M
$24.33 M
$15.53 M
$11.98 M
$9.24 M

Top 5 by Conviction

Recent Activity Breakdown (Q1 2026)

+$87.13 M
Total Buy Value
New Buys 3
Additions 5
-$37.4 M
Total Sell Value
Reductions 3
Sold Out 3

Guru Consensus (Q1 2026)

Based on recent activity
Net Sellers
6
Net Buyers
8

FAQs for LKQ Corporation (LKQ)

Major holders include Richard Pzena ($183.06 M), Cliff Asness ($24.33 M), Steven Cohen ($15.53 M). According to the latest reported data, 11 tracked investment managers collectively hold approximately 9.11 M shares.

According to the latest 13F reporting period, sentiment appears Bullish (Net Buying). There was a net inflow of $49.74 M, with 8 managers increasing positions and 6 managers reducing holdings.

During the most recent reporting period, 3 managers trimmed their positions, while 3 fully exited LKQ. The total reported sell value was $37.4 M.

Yes, 3 managers opened new positions in LKQ, and 5 increased their existing holdings. The total reported buy value was $87.13 M.

Portfolio Manager % Portfolio Activity Shares Value Report Date
0.59% Add 42.2% 6,232,900 $183.06 M Q1 2026
0.01% Add 33.9% 839,081 $24.33 M Q1 2026
0.02% New Buy 528,707 $15.53 M Q1 2026
0.84% Reduce -7.5% 408,000 $11.98 M Q1 2026
2.02% Reduce -1.1% 314,700 $9.24 M Q1 2026
0.03% Add 273.9% 290,387 $8.53 M Q1 2026
0.03% Add 20.6% 248,668 $7.3 M Q1 2026
0.01% Add 67.7% 109,851 $3.23 M Q1 2026
0.00% Reduce -88.7% 61,623 $1.81 M Q1 2026
0.10% New Buy 42,646 $1.25 M Q1 2026
0.01% New Buy 35,300 $1.04 M Q1 2026
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