Lodge Hill Capital’s LKQ Corp LKQ Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q4
Sell
-369,095
Closed -$10.2M 31
2020
Q3
$10.2M Sell
369,095
-85,000
-19% -$2.36M 2.94% 15
2020
Q2
$11.9M Buy
454,095
+290,000
+177% +$7.6M 3.7% 8
2020
Q1
$3.37M Buy
+164,095
New +$3.37M 1.48% 22
2019
Q1
Sell
-578,110
Closed -$13.7M 29
2018
Q4
$13.7M Buy
+578,110
New +$13.7M 3.8% 9