Applied Finance Capital Management’s LKQ Corp LKQ Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$19.4M	Buy	662,216 +65,534	+11%	+$2.1M	1.46%	30
2025 Q4	$18M	Buy	596,682 +60,337	+11%	+$1.82M	1.29%	33
2025 Q3	$16.4M	Buy	536,345 +31,042	+6%	+$1.02M	1.16%	34
2025 Q2	$18.7M	Sell	505,303 -124,659	-20%	-$4.97M	1.28%	32
2025 Q1	$26.8M	Sell	629,962 -188,830	-23%	-$7.49M	1.97%	14
2024 Q4	$30.1M	Buy	818,792 +7,418	+0.9%	+$284K	1.31%	32
2024 Q3	$32.4M	Buy	811,374 +88,282	+12%	+$3.64M	1.38%	32
2024 Q2	$30.1M	Buy	723,092 +160,850	+29%	+$7.19M	1.39%	36
2024 Q1	$30M	Buy	562,242 +146,306	+35%	+$7.26M	2.11%	18
2023 Q4	$19.9M	Buy	415,936 +76,135	+22%	+$3.55M	1.73%	31
2023 Q3	$16.8M	Buy	339,801 +26,033	+8%	+$1.39M	1.83%	27
2023 Q2	$18.3M	Buy	313,768 +10,038	+3%	+$558K	2.07%	16
2023 Q1	$17.2M	Sell	303,730 -3,568	-1%	-$201K	2.14%	16
2022 Q4	$16.4M	Buy	+307,298	New	+$16.2M	2.14%	14