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LKQ supplies replacement and recycled auto parts to repair shops and dealers across North America and Europe. An SEC filing dated Feb. 13, 2026, details a purchase by Kiltearn Partners LLP of additional LKQ shares during the fourth quarter of 2025.
Kiltearn Partners LLP bought 264,600 shares of LKQ in the fourth quarter of 2025, according to the Feb. 13, 2026 SEC filing. The estimated transaction value was $7.98 million, based on the average closing price for the quarter. By quarter-end, the position’s value increased by $7.91 million, reflecting both the trade and stock price fluctuations.
The purchase increased Kiltearn’s LKQ stake to 3.24% of its 13F reportable AUM as of Dec. 31, 2025.
Top holdings after the filing included:
As of Feb. 13, 2026, LKQ shares were priced at $34.10, down 8.6% over the past year and underperforming the S&P 500 by 20.37 percentage points.
Company figures (TTM) and other metrics reported in the article include:
LKQ distributes replacement auto parts, components, and systems for vehicle repair and maintenance, including body panels, mechanical parts, glass, and specialty accessories. The company operates a distribution-based model across North America and Europe, sourcing both new and recycled parts for the automotive aftermarket. Its customers include collision and mechanical repair shops, new and used car dealerships, and retail customers.
The addition of 264,600 LKQ shares during the fourth quarter of 2025 did not place LKQ among Kiltearn’s top five holdings. At an estimated value of about $15 million, it was described as the portfolio’s 12th largest holding.
The article notes that LKQ has been challenging to own in recent years, with the stock down about 43% from its 2022 peak. It also cites a 39.1% decline in trailing 12-month net income over the past three years.
It further states that the firm’s buy may reflect encouragement tied to LKQ’s decision to sell its self-service segment last September. After the divestiture, LKQ raised its outlook for 2025 operating cash flow by $25 million to a range between $0.825 billion and $1.025 billion.
In addition to the self-service divestiture, LKQ initiated a new strategic review in January aimed at maximizing shareholder value, with the board considering a sale of the company.
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