TwinBeech Capital’s LKQ Corp LKQ Stock Holding History

TwinBeech Capital’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	$3.39M	Buy	128,875 +86,975	+208%	+$2.42M	0.61%	56
2026 Q1	$1.23M	Buy	+41,900	New	+$1.34M	0.13%	218
2025 Q4	–	Sell	-7,171	Closed	-$219K	–	748
2025 Q3	$219K	Sell	7,171 -11,768	-62%	-$387K	0.01%	518
2025 Q2	$701K	Buy	+18,939	New	+$755K	0.02%	459
2025 Q1	–	Sell	-67,915	Closed	-$2.5M	–	845
2024 Q4	$2.5M	Sell	67,915 -408,634	-86%	-$15.6M	0.04%	311
2024 Q3	$19M	Buy	476,549 +168,332	+55%	+$6.94M	0.36%	75
2024 Q2	$12.8M	Buy	308,217 +39,218	+15%	+$1.75M	0.25%	119
2024 Q1	$14.4M	Buy	268,999 +199,325	+286%	+$9.88M	0.3%	97
2023 Q4	$3.33M	Buy	+69,674	New	+$3.25M	0.05%	330
2023 Q3	–	Sell	-45,027	Closed	-$2.62M	–	787
2023 Q2	$2.62M	Buy	+45,027	New	+$2.5M	0.05%	351
2022 Q4	–	Sell	-237,613	Closed	-$11.2M	–	829
2022 Q3	$11.2M	Buy	+237,613	New	+$12.4M	0.3%	103
2022 Q1	–	Sell	-3,472	Closed	-$208K	–	640
2021 Q4	$208K	Sell	3,472 -107,668	-97%	-$6.08M	0.01%	518
2021 Q3	$5.59M	Buy	+111,140	New	+$5.66M	0.39%	61
2021 Q2	–	Sell	-52,800	Closed	-$2.23M	–	566
2021 Q1	$2.23M	Sell	52,800 -3,135	-6%	-$123K	0.33%	96
2020 Q4	$1.97M	Buy	55,935 +43,685	+357%	+$1.49M	0.32%	98
2020 Q3	$340K	Buy	+12,250	New	+$361K	0.07%	326
2020 Q2	–	Sell	-68,476	Closed	-$1.4M	–	445
2020 Q1	$1.4M	Buy	+68,476	New	+$2.03M	0.56%	59

Other funds holding LKQ

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

TwinBeech Capital's LKQ Position: Q2 2026 in Review

TwinBeech Capital increased its LKQ Corp (LKQ) stake by 208% in Q2 2026, buying an estimated $2.42M and bringing the position to 128,875 shares worth $3.39M. The position accounts for 0.61% of the portfolio, ranked #56.

TwinBeech Capital first reported a position in LKQ in Q1 2020 and has held it in 17 quarters since. The position peaked at $19M in Q3 2024. 530 funds tracked by Wall St. Rank hold LKQ as of Q2 2026.

TwinBeech Capital held 128,875 shares of LKQ Corp worth $3.39M as of Q2 2026.
TwinBeech Capital bought 86,975 LKQ Corp shares in Q2 2026, an estimated $2.42M.
LKQ Corp made up 0.61% of TwinBeech Capital's portfolio in Q2 2026, its #56 holding.
TwinBeech Capital first reported a position in LKQ Corp in Q1 2020 and has held it in 17 quarters since.
TwinBeech Capital's LKQ Corp position peaked at $19M in Q3 2024.
530 funds tracked by Wall St. Rank held LKQ Corp as of Q2 2026.

Based on TwinBeech Capital's 13F filing for Q2 2026, filed 14 Aug 2026.