SEC 13F Intelligence

South Street Advisors LLC / LKQ

South Street Advisors LLC’s Lkq Corp Position

Does South Street Advisors LLC own Lkq Corp (LKQ)? Not currently — the last reported position was 147.9K shares worth $7M in Q4 2023; the fund’s latest 13F (Q1 2026) no longer reports it.

Position Value
$7M
Q4 2023
Shares
147.9K
% of Portfolio
+1.32%
Quarters Held
4
position exited

Position History LKQ

Reported value by quarter
Q1 ’23: $10MQ1 ’23Q2 ’23: $12MQ2 ’23Q3 ’23: $10MQ3 ’23Q4 ’23: $7MQ4 ’23filingsflow.com
QuarterSharesValue% of Portfolio
Q4 2023147.9K$7M+1.32%
Q3 2023203.1K$10M+2.02%
Q2 2023201.0K$12M+2.32%
Q1 2023174.4K$10M+2.03%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See South Street Advisors LLC’s full portfolio or all institutional holders of LKQ.