Kettle Hill Builds $35 Million Position in LKQ as Stock Slides 19%

Added 1,163,355 shares of LKQ, a $35.53 million net increase LKQ stake represented 7.99% of 13F assets under management LKQ became Kettle Hill's largest holding following the trade These 10 Stocks Could Mint the Next Wave of Millionaires ›

The Motley Fool • Dec 11, 2025

Guardian Wealth Doubles Down on LKQ Stock With $1.8 Million Purchase, According to Recent SEC Filing

Acquired 77,245 additional shares in LKQ; position value rose by $1.83 million Post-trade stake: 159,199 shares, valued at $4.86 million LKQ now accounts for 2.87% of fund AUM, which places it outside the fund's top five holdings These 10 Stocks Could Mint the Next Wave of Millionaires ›

The Motley Fool • Dec 10, 2025

Thompson, Siegel, & Walmsley Adds Another $31 Million to its 2nd-Largest Holding, LKQ

The firm increased its LKQ position by 1,470,033 shares, a net position change of $31.47 million. The transaction represented a 0.78% increase relative to 13F reportable assets under management.

The Motley Fool • Dec 9, 2025

CRH, Carvana and Comfort Systems USA Set to Join S&P 500; Others to Join S&P MidCap 400 and S&P SmallCap 600

NEW YORK , Dec. 5, 2025 /PRNewswire/ -- S&P Dow Jones Indices ("S&P DJI") will make the following changes to the S&P 500, S&P MidCap 400, and S&P SmallCap 600 indices effective prior to the open of trading on Monday, December 22, to coincide with the quarterly rebalance. The changes ensure that each index is more representative of its market capitalization range.

PRNewsWire • Dec 5, 2025

LKQ Corporation Initiates Sale Process for Specialty Segment

ANTIOCH, Tenn., Dec. 04, 2025 (GLOBE NEWSWIRE) -- LKQ Corporation (Nasdaq: LKQ) today announced that it has commenced a process to explore the potential sale of its Specialty segment.

GlobeNewsWire • Dec 4, 2025

Margins Over Mergers: A New Era For LKQ

LKQ Corporation is transitioning from aggressive M&A-led growth to a disciplined, cash-generative model focused on operational efficiency and shareholder returns. LKQ's core strengths lie in its dominant Wholesale North America segment, scale advantages, and trusted customer relationships. Management, under activist influence, is prioritizing portfolio simplification, margin expansion, and disciplined capital allocation.

Seeking Alpha • Nov 25, 2025

Here's Why You Should Retain LKQ Stock in Your Portfolio Now

LKQ leans on acquisitions and major cost cuts for growth, even as repairable-claim softness and European weakness pressure its outlook.

Zacks Investment Research • Nov 20, 2025

3 Auto Replacement Parts Stocks to Benefit From Aging Fleet

LKQ, DORM and SMP are set to benefit as rising vehicle age boosts demand despite tariff and complexity pressures.

Zacks Investment Research • Nov 19, 2025

Exclusive: LKQ taps Bank of America to sell specialty parts business, sources say

Auto parts supplier LKQ is planning to sell Keystone Automotive Industries, its specialty parts division, three people familiar with the matter told Reuters, as the company faces pressure from investors to sell some assets to maximize shareholder value.

Reuters • Nov 13, 2025

Access Investment Dumps $2.8 Million of LKQ (Nasdaq: LKQ) Shares

Access Investment sold 84,105 shares of LKQ, estimated at $2.76 million based on the average price for Q3 2025. The transaction represented 0.74% of 13F reportable assets under management.

The Motley Fool • Nov 7, 2025