LKQ Corporation (LKQ): A Bull Case Theory
We came across a bullish thesis on LKQ Corporation on Waterboy’s Substack by Waterboy. In this article, we will summarize the bulls’ thesis on LKQ.
No. | Hedge Fund | Shares | Value | Activity | % Port |
---|---|---|---|---|---|
1. | Ancora Advisors Frederick Disanto | 5,516,535 | $204,166,970 | +1% | 4.23% |
2. | Lyrical Asset Management Andrew Wellington And Jeff Keswin | 3,086,967 | $114,248,649 | 1.65% | |
3. | Pzena Investment Management Richard S. Pzena | 2,785,203 | $103,080,363 | +177% | 0.34% |
4. | Hudson Way Capital Management William Hyatt | 1,883,370 | $69,703,524 | +87% | 6.3% |
5. | 12th Street Asset Management Michael O'keefe | 912,288 | $33,763,761 | -5% | 5.8% |
Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
---|---|---|---|---|---|---|
$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 | |
$39.88 | 2,500 | $99,700.00 | 58,126 | 2024-07-29 | Filing | |
$39.91 | 2,500 | $99,763.50 | 207,515 | 2024-07-26 | Filing | |
$39.70 | 7,600 | $301,713.16 | 10,519 | 2024-07-26 | 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. | 30,742,326 | $1,137,773,484 | 0.02% | |
2. | 22,998,218 | $851,164,042 | 0.02% | |
3. | 16,683,176 | $617,444,504 | 0.04% | |
4. | 12,367,007 | $456,589,899 | 0.42% | |
5. | 11,635,400 | $430,626,154 | 0.02% |