Position in LKQ
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$2,257,639
-$753,520 QoQ
Shares Held
85,744
-16.4% QoQ
Ownership
0.034%
of shares outstanding
% of Portfolio
0.29%
of 13F equity value
Holder Rank
#181
of 532 holders
Holding Since
Dec 2023
7 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, 2026Qsemble Capital Management, LP holds $12,661,007 across 6 Auto Parts names. LKQ ranks #2 (17.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ORLY |
O Reilly Automotive Inc
|
68,185 | $6,279,156 | |
| 2 | LKQ |
Lkq Corp
This page
|
85,744 | $2,257,639 | |
| 3 | BWA |
Borgwarner Inc
|
20,464 | $1,358,809 | |
| 4 | ALSN |
Allison Transmission Holdings Inc
|
9,448 | $1,065,167 | |
| 5 | QS |
QuantumScape Corp
|
125,684 | $950,171 | |
| 6 | LEA |
Lear Corp
|
5,595 | $750,065 |
All Filings in LKQ
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,257,639 | 85,744 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $3,011,159 | 102,525 | Shares | Sole | 2026-05-07 | |
| 2025-09-30 | $438,401 | 14,355 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $204,850 | 5,535 | Shares | Sole | 2025-08-11 | |
| 2024-09-30 | $1,877,078 | 47,021 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $1,769,113 | 42,537 | Shares | Sole | 2024-08-07 | |
| 2023-12-31 | $407,314 | 8,523 | Shares | Sole | 2024-02-07 | |
| No filing history on record for this holder in this stock. | ||||||