Position in LKQ
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$368
New position
Shares Held
14
first reported quarter
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#517
of 532 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 100%
Shared 0%
None 0%
Position in Auto Parts
Consumer Cyclical · as of Jun 30, 2026Davis Capital Management holds $61,430 across 15 Auto Parts names. LKQ ranks #2 (0.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ORLY |
O Reilly Automotive Inc
|
646 | $59,490 | |
| 2 | LKQ |
Lkq Corp
This page
|
14 | $368 | |
| 3 | DORM |
Dorman Products, Inc.
|
2 | $272 | |
| 4 | ATMU |
Atmus Filtration Technologies Inc.
|
5 | $254 | |
| 5 | AAP |
Advance Auto Parts Inc
|
3 | $186 | |
| 6 | VGNT |
Versigent PLC
|
4 | $168 | |
| 7 | PHIN |
Phinia Inc.
|
2 | $164 | |
| 8 | DAN |
DANA Inc
|
6 | $163 |
All Filings in LKQ
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $368 | 14 | Shares | Sole | 2026-07-16 | |
| No filing history on record for this holder in this stock. | ||||||