Leeward Investments’s LKQ Corp LKQ Stock Holding History

Leeward Investments’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 Q2	$6.78M	Buy	257,381 +89,209	+53%	+$2.48M	0.31%	126
2026 Q1	$4.94M	Sell	168,172 -5,791	-3%	-$186K	0.24%	137
2025 Q4	$5.25M	Sell	173,963 -9,284	-5%	-$280K	0.27%	138
2025 Q3	$5.6M	Sell	183,247 -90,195	-33%	-$2.96M	0.29%	134
2025 Q2	$10.1M	Sell	273,442 -5,426	-2%	-$216K	0.54%	78
2025 Q1	$11.9M	Buy	278,868 +32,247	+13%	+$1.28M	0.63%	70
2024 Q4	$9.06M	Sell	246,621 -7,198	-3%	-$275K	0.45%	99
2024 Q3	$10.1M	Sell	253,819 -185,740	-42%	-$7.65M	0.47%	98
2024 Q2	$18.3M	Buy	439,559 +50,684	+13%	+$2.27M	0.84%	36
2024 Q1	$20.8M	Buy	388,875 +12,935	+3%	+$641K	0.92%	28
2023 Q4	$18M	Buy	375,940 +63,937	+20%	+$2.98M	0.84%	38
2023 Q3	$15.4M	Sell	312,003 -3,454	-1%	-$185K	0.79%	43
2023 Q2	$18.4M	Sell	315,457 -22,251	-7%	-$1.24M	0.86%	32
2023 Q1	$19.2M	Sell	337,708 -5,789	-2%	-$326K	0.87%	32
2022 Q4	$18.3M	Sell	343,497 -4,201	-1%	-$222K	0.81%	43
2022 Q3	$16.4M	Sell	347,698 -2,893	-0.8%	-$151K	0.78%	43
2022 Q2	$17.2M	Sell	350,591 -2,996	-0.8%	-$148K	0.79%	44
2022 Q1	$16.1M	Buy	+353,587	New	+$18.1M	0.64%	61

Other funds holding LKQ

Cooke & Bieler Philadelphia, Pennsylvania $8.65B AUM 9.66% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

EAM

Erste Asset Management Vienna, Austria $12.9B AUM 52.69% 1-Year Est. Return

RRAM

River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

FRM

Foundation Resource Management Little Rock, Arkansas $860M AUM 38.08% 1-Year Est. Return

ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return

TIM

Thompson Investment Management Madison, Wisconsin $872M AUM 35.59% 1-Year Est. Return

RFM

Ranmore Fund Management Cobham, United Kingdom $903M AUM 7.45% 1-Year Est. Return

PCM

Polaris Capital Management Boston, Massachusetts $1.06B AUM 40.82% 1-Year Est. Return

Leeward Investments's LKQ Position: Q2 2026 in Review

Leeward Investments increased its LKQ Corp (LKQ) stake by 53% in Q2 2026, buying an estimated $2.48M and bringing the position to 257,381 shares worth $6.78M. The position accounts for 0.31% of the portfolio, ranked #126.

Leeward Investments first reported a position in LKQ in Q1 2022 and has held it in 18 quarters since. The position peaked at $20.8M in Q1 2024. 158 funds tracked by Wall St. Rank hold LKQ as of Q2 2026.

Leeward Investments held 257,381 shares of LKQ Corp worth $6.78M as of Q2 2026.
Leeward Investments bought 89,209 LKQ Corp shares in Q2 2026, an estimated $2.48M.
LKQ Corp made up 0.31% of Leeward Investments's portfolio in Q2 2026, its #126 holding.
Leeward Investments first reported a position in LKQ Corp in Q1 2022 and has held it in 18 quarters since.
Leeward Investments's LKQ Corp position peaked at $20.8M in Q1 2024.
158 funds tracked by Wall St. Rank held LKQ Corp as of Q2 2026.

Based on Leeward Investments's 13F filing for Q2 2026, filed 30 Jul 2026.