
This Adviser Walked Away From an $11 Million Auto Parts Stock Down 8% This Past Year
Houston-based Goodman Financial sold all of its previously held 355,108 LKQ shares in the fourth quarter. The estimated transaction value was $10.85 million.
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Houston-based Goodman Financial sold all of its previously held 355,108 LKQ shares in the fourth quarter. The estimated transaction value was $10.85 million.

Divesting its European business means LKQ will be able to focus all its attention on its higher margin North American operations.

The Nasdaq-100 Index has announced its annual reconstitution, with six new companies being added and six being removed, effective December 22, 2025.

Added 1,163,355 shares of LKQ, a $35.53 million net increase LKQ stake represented 7.99% of 13F assets under management LKQ became Kettle Hill's largest holding following the trade These 10 Stocks Could Mint the Next Wave of Millionaires ›

Acquired 77,245 additional shares in LKQ; position value rose by $1.83 million Post-trade stake: 159,199 shares, valued at $4.86 million LKQ now accounts for 2.87% of fund AUM, which places it outside the fund's top five holdings These 10 Stocks Could Mint the Next Wave of Millionaires ›

The firm increased its LKQ position by 1,470,033 shares, a net position change of $31.47 million. The transaction represented a 0.78% increase relative to 13F reportable assets under management.

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NEW YORK , Dec. 5, 2025 /PRNewswire/ -- S&P Dow Jones Indices ("S&P DJI") will make the following changes to the S&P 500, S&P MidCap 400, and S&P SmallCap 600 indices effective prior to the open of trading on Monday, December 22, to coincide with the quarterly rebalance. The changes ensure that each index is more representative of its market capitalization range.

ANTIOCH, Tenn., Dec. 04, 2025 (GLOBE NEWSWIRE) -- LKQ Corporation (Nasdaq: LKQ) today announced that it has commenced a process to explore the potential sale of its Specialty segment.

LKQ Corporation is transitioning from aggressive M&A-led growth to a disciplined, cash-generative model focused on operational efficiency and shareholder returns. LKQ's core strengths lie in its dominant Wholesale North America segment, scale advantages, and trusted customer relationships. Management, under activist influence, is prioritizing portfolio simplification, margin expansion, and disciplined capital allocation.

LKQ leans on acquisitions and major cost cuts for growth, even as repairable-claim softness and European weakness pressure its outlook.

LKQ, DORM and SMP are set to benefit as rising vehicle age boosts demand despite tariff and complexity pressures.

Auto parts supplier LKQ is planning to sell Keystone Automotive Industries, its specialty parts division, three people familiar with the matter told Reuters, as the company faces pressure from investors to sell some assets to maximize shareholder value.

Barron's 2025 list of 100 most sustainable companies highlights top ESG performers, with 82 paying dividends and 47 deemed "safer" by free cash flow metrics. Yield-based "dogcatcher" analysis identifies 10 high-yield ESG stocks, including RHI, IPG, GIS, HRL, CPB, RF, LKQ, AVNT, KDP, and GPK, with notable upside potential. Analyst forecasts project average net gains of 37.1% for the top ten ESG "dogs" by November 2026, with several stocks already at or near "fair price" levels.

Access Investment sold 84,105 shares of LKQ, estimated at $2.76 million based on the average price for Q3 2025. The transaction represented 0.74% of 13F reportable assets under management.

LKQ Corporation ( LKQ ) 49th Annual Automotive Symposium November 4, 2025 11:30 AM EST Company Participants Justin Jude - President, CEO & Director Rick Galloway - Senior VP & CFO Conference Call Participants Brian Sponheimer - Gabelli Funds, LLC Presentation Brian Sponheimer Gabelli Funds, LLC All right. So moving along, we now have LKQ Corp., which keeping along with the theme we touched on yesterday, financial engineering.

Ananym Capital has intensified its call for auto-parts supplier LKQ to sell its European business, stressing that there are interested buyers and that the proceeds could be used to buy back shares, according to a letter to LKQ's board on Friday that was seen by Reuters.

LKQ's Q3 earnings beat estimates, with European and Specialty segments exceeding both sales and EBITDA estimates.

LKQ Corporation ( LKQ ) Q3 2025 Earnings Call October 30, 2025 8:00 AM EDT Company Participants Joseph Boutross - Vice President of Investor Relations Justin Jude - President, CEO & Director Rick Galloway - Senior VP & CFO Conference Call Participants Craig Kennison - Robert W. Baird & Co. Incorporated, Research Division Jash Patwa - JPMorgan Chase & Co, Research Division Patrick Buckley - Jefferies LLC, Research Division Presentation Operator Hello, everyone.

Although the revenue and EPS for LKQ (LKQ) give a sense of how its business performed in the quarter ended September 2025, it might be worth considering how some key metrics compare with Wall Street estimates and the year-ago numbers.