Position in LKQ
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$22,379,631
+$6,851,507 QoQ
Shares Held
849,967
+60.8% QoQ
Ownership
0.336%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#53
of 532 holders
Holding Since
Sep 2023
7 quarters on record
Voting authority
Sole 0%
Shared 100%
None 0%
Common Shares in LKQ Over Time
Shares Held
Position Value (USD)
Derivatives in LKQ
reported options exposure · as of Jun 30, 2026CallValue
$9,078,584
CallShares
344,800
PutValue
$57,926
PutShares
2,200
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Auto Parts
Consumer Cyclical · as of Jun 30, 2026Point72 Asset Management, L.P. holds $699,312,662 across 21 Auto Parts names. LKQ ranks #6 (3.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ORLY |
O Reilly Automotive Inc
|
2,102,496 | $193,618,856 | |
| 2 | AZO |
Autozone Inc
|
58,104 | $185,696,891 | |
| 3 | BWA |
Borgwarner Inc
|
2,152,141 | $142,902,162 | |
| 4 | MBLY |
Mobileye Global Inc.
|
4,889,226 | $47,327,707 | |
| 5 | GPC |
Genuine Parts Co
|
288,693 | $34,060,000 | |
| 6 | LKQ |
Lkq Corp
This page
|
849,967 | $22,379,631 | |
| 7 | ALSN |
Allison Transmission Holdings Inc
|
153,116 | $17,262,297 | |
| 8 | QS |
QuantumScape Corp
|
1,860,426 | $14,064,820 |
All Filings in LKQ
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $57,926 | 2,200 | Put | Defined | 2026-08-14 | |
| 2026-06-30 | $9,078,584 | 344,800 | Call | Defined | 2026-08-14 | |
| 2026-06-30 | $22,379,631 | 849,967 | Shares | Defined | 2026-08-14 | |
| 2026-03-31 | $15,528,124 | 528,707 | Shares | Defined | 2026-05-15 | |
| 2026-03-31 | $663,762 | 22,600 | Call | Defined | 2026-05-15 | |
| 2025-12-31 | $1,283,500 | 42,500 | Call | Defined | 2026-02-17 | |
| 2025-12-31 | $640,240 | 21,200 | Put | Defined | 2026-02-17 | |
| 2025-09-30 | $1,875,339 | 61,406 | Shares | Defined | 2025-11-14 | |
| 2024-09-30 | $7,308,992 | 183,091 | Shares | Defined | 2024-11-14 | |
| 2024-03-31 | $806,491 | 15,100 | Shares | Defined | 2024-05-15 | |
| 2023-09-30 | $59,412 | 1,200 | Shares | Defined | 2023-11-14 | |
| No filing history on record for this holder in this stock. | ||||||