Here’s What Hurt LKQ (LKQ) in Q2
Palm Valley Capital Management, an investment management firm, has issued the second-quarter 2026 investor letter for the “Palm Valley Capital Fund.” A copy of the letter can be downloaded here.
| No. | Hedge Fund | Shares | Value | Activity | % Port |
|---|---|---|---|---|---|
| 1. | Skylands Capital Charles Paquelet | 240,450 | $6,331,049 | +22% | 0.78% |
| 2. | Levin Easterly Partners John Murphy | 141,480 | $3,725,168 | 0.19% |
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $32.12 | 15,000 | $481,756.50 | 33,669 | 2025-08-28 | Filing | |
| $31.95 | 5,000 | $159,773.00 | 21,172 | 2025-08-27 | Filing | |
| $31.50 | 5,669 | $178,573.50 | 286,446 | 2025-08-27 | Filing | |
| $36.99 | 2,708 | $100,178.13 | 280,777 | 2025-04-25 | Filing | |
| $39.75 | 2,500 | $99,375.00 | 94,670 | 2024-07-29 | Filing |
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $38.02 | 5,000 | $190,119.00 | 316,135 | 2025-05-01 | Filing | |
| $42.15 | 15,000 | $632,254.50 | 321,135 | 2025-04-01 | Filing | |
| $42.32 | 15,000 | $634,854.00 | 336,135 | 2025-03-03 | Filing | |
| $41.66 | 10,000 | $416,600.00 | 359,462 | 2025-02-20 | Filing | |
| $36.14 | 5,000 | $180,677.00 | 369,462 | 2025-02-03 | Filing |
| No. | Name | Shares | Value | % Port |
|---|---|---|---|---|
| 1. | 3,162,400 | $83,265,992 | 0.07% | |
| 2. | 1,015,715 | $26,743,776 | 0.3% | |
| 3. | 603,424 | $15,888,154 | 1.85% | |
| 4. | 534,842 | $14,082,377 | 1.62% | |
| 5. | 302,990 | $7,977,727 | 0.11% |