12th Street Asset Management Company, LLC

Position in LKQ — Lkq Corp

CIK 1633703 Nashville, TN

Back to LKQ Full portfolio

Position in LKQ

as of Jun 30, 2026 · filed Aug 13, 2026 Compact

Position Value

$19,142,436

-$21,529,374 QoQ

Shares Held

727,020

-47.5% QoQ

Ownership

0.287%

of shares outstanding

% of Portfolio

2.77%

of 13F equity value

Holder Rank

#58

of 532 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Common Shares in LKQ Over Time

Shares Held

Position Value (USD)

Position in Auto Parts

Consumer Cyclical · as of Jun 30, 2026

12th Street Asset Management Company, LLC holds $40,178,112 across 2 Auto Parts names. LKQ ranks #2 (47.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)	Open
1	AZO	Autozone Inc	6,582	$21,035,676
2	LKQ	Lkq Corp This page	727,020	$19,142,436

All Filings in LKQ

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26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$19,142,436	727,020	-47.5%	Shares	Sole	2026-08-13
2026-03-31	$40,671,810	1,384,808	+6.5%	Shares	Sole	2026-05-12
2025-12-31	$39,285,096	1,300,831	+19.5%	Shares	Sole	2026-02-09
2025-09-30	$33,252,623	1,088,822	+19.4%	Shares	Sole	2025-11-06
2025-06-30	$33,763,778	912,288	-4.7%	Shares	Sole	2025-08-11
2025-03-31	$40,741,834	957,730	+0.5%	Shares	Sole	2025-05-08
2024-12-31	$35,030,100	953,200	-16.3%	Shares	Sole	2025-02-10
2024-09-30	$45,444,049	1,138,378	+34.1%	Shares	Sole	2024-11-12
2024-06-30	$35,301,550	848,799	+8.8%	Shares	Sole	2024-08-09
2024-03-31	$41,680,523	780,388	-0.4%	Shares	Sole	2024-05-10
2023-12-31	$37,426,595	783,147	+15.5%	Shares	Sole	2024-02-09
2023-09-30	$33,584,365	678,335	-0.8%	Shares	Sole	2023-11-08
2023-06-30	$39,827,661	683,502	+22.1%	Shares	Sole	2023-08-10
2023-03-31	$31,780,605	559,912	-0.3%	Shares	Sole	2023-05-15
2022-12-31	$30,003,014	561,749	+0.0%	Shares	Sole	2023-02-13
2022-09-30	$26,483,447	561,685	-4.6%	Shares	Sole	2022-11-14
2022-06-30	$28,888,875	588,488	+0.2%	Shares	Sole	2022-08-10
2022-03-31	$26,657,577	587,042	-1.7%	Shares	Sole	2022-05-16
2021-12-31	$35,835,388	596,958	-21.1%	Shares	Sole	2022-02-11
2021-09-30	$38,089,874	756,953	-12.2%	Shares	Sole	2021-11-10
2021-06-30	$42,453,135	862,518	-4.2%	Shares	Sole	2021-08-12
2021-03-31	$38,114,820	900,421	+0.1%	Shares	Sole	2021-05-12
2020-12-31	$31,714,942	899,970	+8.1%	Shares	Sole	2021-02-11
2020-09-30	$23,091,880	832,740	-1.6%	Shares	Sole	2020-11-13
2020-06-30	$22,177,697	846,477	-1.7%	Shares	Sole	2020-08-12
2020-03-31	$17,654,741	860,787	—	Shares	Sole	2020-05-15
No filing history on record for this holder in this stock.