Position in LKQ
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$317,045,506
+$25,044,737 QoQ
Shares Held
12,041,227
+21.1% QoQ
Ownership
4.76%
of shares outstanding
% of Portfolio
0.87%
of 13F equity value
Holder Rank
#4
of 532 holders
Holding Since
Dec 2022
13 quarters on record
Voting authority
Sole 98%
Shared 0%
None 2%
Common Shares in LKQ Over Time
Shares Held
Position Value (USD)
Position in Auto Parts
Consumer Cyclical · as of Jun 30, 2026FULLER & THALER ASSET MANAGEMENT, INC. holds $2,130,064,605 across 12 Auto Parts names. LKQ ranks #2 (14.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GTX |
Garrett Motion Inc.
|
11,379,209 | $412,268,742 | |
| 2 | LKQ |
Lkq Corp
This page
|
12,041,227 | $317,045,506 | |
| 3 | MOD |
Modine Manufacturing Co
|
1,116,729 | $298,188,977 | |
| 4 | ALSN |
Allison Transmission Holdings Inc
|
2,622,104 | $295,616,004 | |
| 5 | BWA |
Borgwarner Inc
|
3,720,883 | $247,066,631 | |
| 6 | GNTX |
Gentex Corp
|
8,112,203 | $204,995,369 | |
| 7 | AAP |
Advance Auto Parts Inc
|
2,228,408 | $138,651,545 | |
| 8 | LEA |
Lear Corp
|
597,380 | $80,084,762 |
All Filings in LKQ
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13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $317,045,506 | 12,041,227 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $292,000,769 | 9,942,144 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $249,399,180 | 8,258,251 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $208,091,008 | 6,813,720 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $171,741,463 | 4,640,407 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $199,615,589 | 4,692,421 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $165,548,019 | 4,504,708 | Shares | Sole | 2025-02-14 | |
| 2024-03-31 | $74,239 | 1,390 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $68,578 | 1,435 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $11,387 | 230 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $13,402 | 230 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $13,054 | 230 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $12,284 | 230 | Shares | Sole | 2023-02-13 | |
| No filing history on record for this holder in this stock. | ||||||