LKQ
Lkq Corp
5 super-investors hold LKQ worth a combined $206M. The largest position: Robert Olstein at 2.0% of their portfolio. No cohort buying or selling was filed on the name this quarter. Cohort Conviction Score: 30 — ranked #406 of 724 scored stocks.
Why super-investors own LKQ
Ownership of LKQ within the cohort is narrow and stable: five managers hold the stock as of 2026Q1, though the historical owner count series shows just one consistent holder over the prior eight quarters, suggesting the broader group has only recently widened. Concentration is modest across the board — Robert Olstein carries the highest conviction at 2.0% of his portfolio ($9M), followed by Wallace Weitz at 0.8% ($12M) and Richard Pzena with the largest dollar exposure at $183M but a slimmer 0.6% weight. Activity this quarter was entirely flat: no new positions, no adds, no trims, no exits. The absence of any movement signals a holding pattern rather than building enthusiasm, and with maximum portfolio weight at just 2.0%, this remains a low-conviction, low-activity name for the cohort.
AI-synthesized from 13F filings. Not investment advice.
Cohort owners over time
2016Q2 → 2026Q1How many of the cohort members held this stock each quarter.
Owners (5) · click any column to sort
| #↑ | Manager | % Port. | History | Value | Shares |
|---|---|---|---|---|---|
| 1 | Richard Pzena | 0.6% | 5q | $183M | 6,232,900 |
| 2 | Wallace Weitz | 0.8% | 27q | $12M | 408,000 |
| 3 | Robert Olstein | 2.0% | 21q | $9M | 314,700 |
| 4 | Tweedy Browne | 0.1% | — 1q | $1M | 42,646 |
| 5 | Joel Greenblatt | <0.1% | 39q | $758K | 25,811 |
Owners of LKQ also hold
Long US equity 13F-HR filings only. CUSIP 501889208. Not investment advice.