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Hudson Way Capital Management’s LKQ Corp LKQ Stock Holding History

Hudson Way Capital Management’s Portfolio LKQ Stock Details LKQ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-764,297
Closed -$23.1M – 19
2025
Q4 		$23.1M Sell
764,297
-685,672
-47% -$20.7M 1.83% 16
2025
Q3 		$44.3M Sell
1,449,969
-433,401
-23% -$14.2M 3.76% 13
2025
Q2 		$69.7M Buy
1,883,370
+875,821
+87% +$34.9M 6.3% 8
2025
Q1 		$42.9M Buy
+1,007,549
New +$40M 4.25% 11
2022
Q4 		– Sell
-124,212
Closed -$5.86M – 14
2022
Q3 		$5.86M Sell
124,212
-172,818
-58% -$9.03M 1.6% 14
2022
Q2 		$14.6M Sell
297,030
-56,575
-16% -$2.79M 3.95% 10
2022
Q1 		$16.1M Sell
353,605
-22,710
-6% -$1.16M 3.79% 11
2021
Q4 		$22.6M Sell
376,315
-145,496
-28% -$8.21M 5.14% 7
2021
Q3 		$26.3M Sell
521,811
-160,592
-24% -$8.17M 6.39% 7
2021
Q2 		$33.6M Sell
682,403
-61,328
-8% -$2.93M 8.48% 4
2021
Q1 		$31.5M Buy
743,731
+103,563
+16% +$4.07M 8.78% 4
2020
Q4 		$22.6M Buy
640,168
+140,764
+28% +$4.81M 6.43% 5
2020
Q3 		$13.8M Buy
499,404
+225,000
+82% +$6.63M 4.48% 10
2020
Q2 		$7.19M Sell
274,404
-405,951
-60% -$9.99M 2.51% 16
2020
Q1 		$14M Buy
680,355
+304,221
+81% +$9.02M 6.46% 5
2019
Q4 		$13.4M Buy
376,134
+20,200
+6% +$686K 5.27% 7
2019
Q3 		$11.2M Buy
355,934
+16,000
+5% +$438K 4.96% 7
2019
Q2 		$9.05M Sell
339,934
-72,000
-17% -$2.02M 4.4% 8
2019
Q1 		$11.7M Sell
411,934
-140,163
-25% -$3.77M 6.06% 7
2018
Q4 		$13.1M Buy
552,097
+244,412
+79% +$6.64M 7.65% 5
2018
Q3 		$9.74M Buy
+307,685
New +$10.2M 4.97% 8

Other funds holding LKQ

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Hudson Way Capital Management's LKQ Position: Q1 2026 in Review

Hudson Way Capital Management sold out of LKQ Corp (LKQ) in Q1 2026, closing a stake of 764,297 shares — an estimated $23.1M sold.

Hudson Way Capital Management first reported a position in LKQ in Q3 2018 and held it in 21 quarters. The position peaked at $69.7M in Q2 2025. 549 funds tracked by Wall St. Rank hold LKQ as of Q1 2026.

  • Hudson Way Capital Management reported no remaining LKQ Corp position as of Q1 2026 after selling out during the quarter.
  • Hudson Way Capital Management sold 764,297 LKQ Corp shares in Q1 2026, an estimated $23.1M.
  • Hudson Way Capital Management first reported a position in LKQ Corp in Q3 2018 and held it in 21 quarters.
  • Hudson Way Capital Management's LKQ Corp position peaked at $69.7M in Q2 2025.
  • 549 funds tracked by Wall St. Rank held LKQ Corp as of Q1 2026.

Based on Hudson Way Capital Management's 13F filing for Q1 2026, filed 15 May 2026.