Which hedge funds own LKQ? LKQ CORP, Q2 2026 13F holders
55 tracked hedge funds disclosed a position in LKQ (LKQ CORP) in their Q2 2026 13F filings, worth $378.0m in total. The largest holder by portfolio weight is Medina Value Partners, LLC at 2.9% of its book. 19 opened a new position this quarter: Roubaix Capital, LLC, Lecap Asset Management Ltd, Lakewood Capital Management, LP, Campbell & CO Investment Adviser LLC. 10 exited: TradeLink Capital LLC, SG Capital Management LLC, Landscape Capital Management, L.L.C..
- 55
- Holders Tracked managers whose filing for the quarter reports a long equity position in the security.
- 19
- New this quarter Holders whose previous filing (at most two quarters earlier) did not report the security.
- 10
- Exited this quarter Tracked managers whose previous filing reported the security and whose filing for the quarter does not.
- $75.6m
- Inflow, new holders Combined value of the positions the new holders reported for the quarter.
- $50.3m
- Outflow, exits Combined value the exiting managers reported for the security in their previous filing.
- $378m
- Combined value Sum of the holders' reported positions in the security.
- 4.4%
- Share of managers holding Holders as a share of tracked managers filing for that quarter. Comparable across the 2024 coverage expansion, where the raw holder count is not.
Holders, Q2 2026
Exited since the previous filing
| TradeLink Capital LLC | 6.0% | $792k |
| SG Capital Management LLC | 3.3% | $40.0m |
| Landscape Capital Management, L.L.C. | 0.3% | $4.3m |
| iSAM Funds (UK) Ltd | 0.1% | $270k |
| Catalyst Funds Management Pty Ltd | 0.08% | $499k |
| Entropy Technologies, LP | 0.06% | $1.3m |
| Oak Thistle LLC | 0.05% | $550k |
| Centiva Capital, LP | 0.03% | $640k |
| Graham Capital Management, L.P. | 0.01% | $258k |
| Candriam S.C.A. | 0.01% | $1.7m |
Ownership over time
Who discovered LKQ first? Beta
| Cantillon Capital Management high conviction | Q4 2012 | +2.4 pts |
| Matrix Capital Management Company, LP high conviction | Q1 2015 | +1.5 pts |
| Telemark Asset Management, LLC | Q3 2015 | +0.7 pts |
| Hound Partners, LLC high conviction | Q1 2017 | +0.7 pts |
| Akre Capital Management (Chuck Akre) | Q3 2015 | +0.5 pts |
| Meritage Group LP | Q4 2015 | +0.4 pts |
| Brant Point Investment Management LLC | Q2 2014 | +0.4 pts |
| Incline Global Management LLC high conviction | Q2 2016 | −1.4 pts |
Split-adjusted quarter-end prices, excluding dividends. They describe the stock while each manager held it, not the return it earned.