LKQ Corp

LKQ

Market cap $8.5B

Houston-based Goodman Financial sold all of its previously held 355,108 LKQ shares in the fourth quarter. The estimated transaction value was $10.85 million.

Divesting its European business means LKQ will be able to focus all its attention on its higher margin North American operations.

Many are energy stocks that have been crushed as the price of oil has declined — but analysts expect a tremendous rebound for the group.

Added 1,163,355 shares of LKQ, a $35.53 million net increase LKQ stake represented 7.99% of 13F assets under management LKQ became Kettle Hill's largest holding following the trade These 10 Stocks Could Mint the Next Wave of Millionaires ›

Acquired 77,245 additional shares in LKQ; position value rose by $1.83 million Post-trade stake: 159,199 shares, valued at $4.86 million LKQ now accounts for 2.87% of fund AUM, which places it outside the fund's top five holdings These 10 Stocks Could Mint the Next Wave of Millionaires ›

The firm increased its LKQ position by 1,470,033 shares, a net position change of $31.47 million. The transaction represented a 0.78% increase relative to 13F reportable assets under management.

ANTIOCH, Tenn., Dec. 04, 2025 (GLOBE NEWSWIRE) -- LKQ Corporation (Nasdaq: LKQ) today announced that it has commenced a process to explore the potential sale of its Specialty segment.

LKQ Corporation is transitioning from aggressive M&A-led growth to a disciplined, cash-generative model focused on operational efficiency and shareholder returns. LKQ's core strengths lie in its dominant Wholesale North America segment, scale advantages, and trusted customer relationships. Management, under activist influence, is prioritizing portfolio simplification, margin expansion, and disciplined capital allocation.

LKQ leans on acquisitions and major cost cuts for growth, even as repairable-claim softness and European weakness pressure its outlook.

LKQ, DORM and SMP are set to benefit as rising vehicle age boosts demand despite tariff and complexity pressures.