LKQ Corporation (LKQ): A Bull Case Theory
We came across a bullish thesis on LKQ Corporation (LKQ) on Substack by Stock Analysis Compilation. In this article, we will summarize the bulls’ thesis on LKQ.
No. | Hedge Fund | Shares | Value | Activity | % Port |
---|---|---|---|---|---|
1. | 12th Street Asset Management Michael O'keefe | 1,138,378 | $45,444,063 | +35% | 7.66% |
2. | Millennium Management Israel Englander | 899,073 | $35,890,994 | -28% | 0.01% |
3. | Ancora Advisors Frederick Disanto | 850,992 | $33,971,600 | +10527% | 0.77% |
4. | Citadel Investment Group Ken Griffin | 685,667 | $27,371,827 | +67% | 0% |
5. | Polaris Capital Management Bernard Horn | 680,300 | $27,157,576 | +2% | 1.33% |
Insider | Price | Amount | Relationship | Remaining Holdings | Date | Form 4 |
---|---|---|---|---|---|---|
$39.75 | 2,500 | 94,670 | 2024-07-29 | Filing | ||
$39.88 | 2,500 | 58,126 | 2024-07-29 | Filing | ||
$39.91 | 2,500 | 207,515 | 2024-07-26 | Filing | ||
$39.70 | 7,600 | 10,519 | 2024-07-26 | Filing | ||
$41.79 | 484 | 96,311 | 2024-05-30 | Filing |
Insider | Price | Amount | Relationship | Remaining Holdings | Date | Form 4 |
---|---|---|---|---|---|---|
$44.50 | 867 | 15,606 | 2024-05-07 | Filing | ||
$44.50 | 867 | 16,567 | 2024-05-07 | Filing | ||
$51.97 | 200,000 | 386,522 | 2024-03-01 | Filing | ||
$45.99 | 35,000 | 153,805 | 2023-12-13 | Filing | ||
$46.82 | 5,564 | 23,880 | 2023-12-14 | Filing |
No. | Name | Shares | Value | % Port |
---|---|---|---|---|
1. | 30,240,597 | $1,445,198,131 | 0.03% | |
2. | 26,538,826 | $1,268,290,505 | 0.03% | |
3. | 11,566,089 | $552,743,393 | 0.02% | |
4. | 11,307,753 | $540,397,516 | 0.1% | |
5. | 11,251,102 | $537,690,165 | 0.17% |