Kiltearn Bought 265,000 LKQ Shares for an $8 Million Bet on the Auto Parts Industry

2 hours ago 2

Cory Renauer, The Motley Fool

Sat, February 14, 2026 astatine 2:39 PM CST 3 min read

An SEC filing dated Feb. 13, 2026, shows Kiltearn Partners LLP bought 264,600 shares of LKQ (NASDAQ:LKQ) successful the 4th fourth of 2025. The estimated transaction worth was $7.98 million, based connected the mean closing terms for the quarter. The position’s quarter-end worth accrued by $7.91 million, a fig that incorporates some the commercialized and fluctuations successful the banal price.

Kiltearn’s bargain brought its LKQ involvement to 3.24% of its 13F reportable AUM arsenic of Dec. 31, 2025.
Top holdings aft the filing:
- NYSE: AMG: $68.15 cardinal (14.8% of AUM)
- NYSE: DG: $42.02 cardinal (9.1% of AUM)
- NYSE: CVS: $35.06 cardinal (7.6% of AUM)
- NYSE: LUV: $29.48 cardinal (6.4% of AUM)
- NASDAQ: CMCSA: $28.94 cardinal (6.3% of AUM)
As of Feb. 13, 2026, LKQ shares were priced astatine $34.10, down 8.6% implicit the past year, underperforming the S&P 500 by 20.37 percent points.

Metric

Value

Revenue (TTM)	$13.96 billion
Net income (TTM)	$697.00 million
Dividend yield	3.52%
Price (as of marketplace adjacent 2/13/26)	$34.10

Distributes replacement car parts, components, and systems for conveyance repair and maintenance, including assemblage panels, mechanical parts, glass, and specialty accessories.
Operates a distribution-based concern exemplary crossed North America and Europe, sourcing some caller and recycled parts to service the automotive aftermarket.
Serves collision and mechanical repair shops, caller and utilized car dealerships, and retail customers globally.

LKQ Corporation is simply a starring distributor of automotive replacement parts with a wide geographic footprint and a diversified merchandise portfolio. The institution leverages standard and sourcing capabilities to supply cost-effective solutions for conveyance repair and maintenance. Its absorption connected some recycled and aftermarket parts supports a resilient concern exemplary successful the automotive aftermarket sector.

The summation of 264,600 LKQ Corp. shares during the 4th fourth of 2025 didn’t propulsion it into the firm’s apical 5 holdings, but it’s up there. At a worth of astir $15 million, it’s the portfolio’s 12th largest holding.

The past fewer years haven’t been casual ones to ain shares of LKQ. The banal is down by astir 43% from the highest it acceptable successful 2022. Trailing 12-month nett income has fallen by 39.1% implicit the past 3 years.

It appears Patient Capital is encouraged by LKQ’s determination to merchantability its self-service conception past September. Following the divestiture, LKQ raised its outlook for 2025 operating currency travel by $25 cardinal to a scope betwixt $0.825 cardinal and $1.025 billion.

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