L3VLUP
Quarter end
31 Mar 2024
the date the book describes
Filed
15 May 2024
latest of these filings; the earliest 13 May 2024
Managers listing it
10
at least, of 95 tracked, among listed positions
Comparable managers
93
filed both Q4 2023 and Q1 2024; 7 listed it in both
Shares listed
34,605,095
combined, among listed positions
Reported value
$1.8bn
combined, at the quarter end

Among the 93 comparable managers: 5 buyers (opened or added shares) and 5 sellers (trimmed or exited), at least, among listed positions. Their net change in shares is not known from listed positions, because at least one of them lists it in only one of the two quarters.

Managers listing LKQ in Q1 2024

Share of 13F value is the position’s reported value over everything the manager reported that quarter. The share change is against Q4 2023, and only where both filings list the position. A rise in value with no rise in shares is the price, not buying.

10 of 10 holders

ActionFiling
MFS Investment Management11,069,076$591m0.18%Trimmed-182,02614 May 2024 (the filing on sec.gov)
Wellington Management Group LLP10,498,685$561m0.10%Trimmed-809,06815 May 2024 (the filing on sec.gov)
Invesco Ltd9,014,763$481m0.10%Added+3,527,14014 May 2024 (the filing on sec.gov)
AllianceBernstein LP1,545,955$83munder 0.1%Trimmed-51,06114 May 2024 (the filing on sec.gov)
Artisan Partners LP1,162,191$62m0.09%Newnew13 May 2024 (the filing on sec.gov)
Capital World Investors582,953$31munder 0.1%Added+277,70014 May 2024 (the filing on sec.gov)
Man Group PLC558,732$30m0.08%Trimmed-900,59615 May 2024 (the filing on sec.gov)
Holocene Advisors LP126,200$6.7munder 0.1%Trimmed-9,98515 May 2024 (the filing on sec.gov)
Bridgewater Associates LP42,202$2.3munder 0.1%Addedn.a.14 May 2024 (the filing on sec.gov)
Maverick Capital Ltd4,338$232kunder 0.1%Newnew15 May 2024 (the filing on sec.gov)

Largest increases and reductions, by shares

Q4 2023 to Q1 2024, among managers that listed it in both quarters or opened it.

Increases

Reductions

New positions and exits

At least these many: a manager is shown exiting only where its own filing shows the position gone.

Exited (0)

No exit shown by a manager’s own filing.

Ownership over time

Every quarter on file. A quarter-end value moves with the price as well as with the shares held; buyers and sellers count comparable managers, by shares.
10 in Q3 2024 to 5 in Q2 2026

Tracked managers listing it, at least.

051015202014201620182020202220242026
the quarter shown share split complete books; unmarked quarters rest on listed positionsClick a quarter to open it.
LKQ by quarter
QuarterHoldersReported valueBuyersSellers
Q2 20137$780mn.a.n.a.
Q3 20136$1.1bnn.a.n.a.
Q4 20137$1.1bnn.a.n.a.
Q1 20147$636mn.a.n.a.
Q2 20148$735mn.a.n.a.
Q3 20144$694mn.a.n.a.
Q4 20149$843mn.a.n.a.
Q1 20159$797mn.a.n.a.
Q2 201510$954mn.a.n.a.
Q3 201511$1.0bnn.a.n.a.
Q4 20159$1.2bnn.a.n.a.
Q1 201615$1.5bnn.a.n.a.
Q2 201615$1.5bnn.a.n.a.
Q3 201614$1.6bnn.a.n.a.
Q4 201613$1.5bnn.a.n.a.
Q1 201713$1.5bnn.a.n.a.
Q2 20178$1.6bnn.a.n.a.
Q3 201711$1.8bnn.a.n.a.
Q4 201711$2.1bnn.a.n.a.
Q1 201815$1.9bnn.a.n.a.
Q2 201813$1.3bnn.a.n.a.
Q3 201810$1.2bnn.a.n.a.
Q4 201810$596mn.a.n.a.
Q1 201916$1.3bnn.a.n.a.
Q2 201916$960mn.a.n.a.
Q3 201912$1.5bnn.a.n.a.
Q4 201920$1.6bnn.a.n.a.
Q1 202012$819mn.a.n.a.
Q2 202013$1.1bnn.a.n.a.
Q3 202012$1.1bnn.a.n.a.
Q4 202011$1.5bnn.a.n.a.
Q1 20218$1.9bnn.a.n.a.
Q2 20219$2.6bnn.a.n.a.
Q3 202110$2.7bnn.a.n.a.
Q4 20218$2.4bnn.a.n.a.
Q1 202210$1.7bnn.a.n.a.
Q2 202211$2.1bnn.a.n.a.
Q3 20229$1.8bnn.a.n.a.
Q4 202212$2.1bnn.a.n.a.
Q1 202311$2.1bnn.a.n.a.
Q2 20239$2.1bnn.a.n.a.
Q3 202315$1.7bnn.a.n.a.
Q4 20238$1.5bn45
Q1 202410$1.8bn55
Q2 202410$1.3bn74
Q3 202410$894m73
Q4 20248$603m53
Q1 20258$653m45
Q2 20256$552m24
Q3 20259$528m72
Q4 20259$644m1418
Q1 20266$700m1812
Q2 20265$479m2210

Compare with…

Holders over time, buyers and sellers, and the managers holding both, side by side for up to four stocks.

LKQ and KLAC →LKQ and GE →LKQ and LRCX →Choose a stock to compare with LKQ →

How much of the picture this is

A 13F is a manager’s long US-listed equity book at a quarter end, filed up to 45 days later. It shows no shorts, cash, bonds or performance, and it is never today’s portfolio. Large books are listed to their largest positions, so a manager missing from this table may still hold a small position below that line. These are 95 tracked managers, not the institutional market.

Which funds own LKQ, latest filings →Back to the 13F Explorer →