SEC 13F Intelligence

12th Street Asset Management Company, LLC / LKQ1

12th Street Asset Management Company, LLC’s Lkq Corp Position

Does 12th Street Asset Management Company, LLC own Lkq Corp (LKQ1)? Yes — 1.38M shares worth $41M (+6.65% of its 13F portfolio) as of Q1 2026, up from 1.30M shares the prior filed quarter.

Position Value
$41M
Q1 2026
Shares
1.38M
% of Portfolio
+6.65%
Quarters Held
30
currently held

Position History LKQ1

Reported value by quarter
Q4 ’18: $28MQ4 ’18Q1 ’19: $35MQ2 ’19: $31MQ3 ’19: $33MQ4 ’19: $36MQ4 ’19Q1 ’20: $18MQ2 ’20: $22MQ3 ’20: $23MQ4 ’20: $32MQ4 ’20Q1 ’21: $38MQ2 ’21: $42MQ3 ’21: $38MQ4 ’21: $36MQ4 ’21Q1 ’22: $27MQ2 ’22: $29MQ3 ’22: $26MQ4 ’22: $30MQ4 ’22Q1 ’23: $32MQ2 ’23: $40MQ3 ’23: $34MQ4 ’23: $37MQ4 ’23Q1 ’24: $42MQ2 ’24: $35MQ3 ’24: $45MQ4 ’24: $35MQ4 ’24Q1 ’25: $41MQ2 ’25: $34MQ3 ’25: $33MQ4 ’25: $39MQ4 ’25Q1 ’26: $41Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 20261.38M$41M+6.65%
Q4 20251.30M$39M+6.47%
Q3 20251.09M$33M+5.62%
Q2 2025912.3K$34M+5.80%
Q1 2025957.7K$41M+6.94%
Q4 2024953.2K$35M+5.78%
Q3 20241.14M$45M+7.66%
Q2 2024848.8K$35M+6.44%
Q1 2024780.4K$42M+7.23%
Q4 2023783.1K$37M+7.04%
Q3 2023678.3K$34M+6.89%
Q2 2023683.5K$40M+8.03%
Q1 2023559.9K$32M+6.65%
Q4 2022561.7K$30M+6.56%
Q3 2022561.7K$26M+7.41%
Q2 2022588.5K$29M+7.28%
Q1 2022587.0K$27M+6.10%
Q4 2021597.0K$36M+7.50%
Q3 2021757.0K$38M+8.41%
Q2 2021862.5K$42M+8.82%
Q1 2021900.4K$38M+7.99%
Q4 2020900.0K$32M+6.82%
Q3 2020832.7K$23M+5.75%
Q2 2020846.5K$22M+6.14%
Q1 2020860.8K$18M+6.68%
Q4 20191.02M$36M+9.00%
Q3 20191.04M$33M+8.64%
Q2 20191.18M$31M+8.58%
Q1 20191.24M$35M+9.29%
Q4 20181.19M$28M+9.25%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See 12th Street Asset Management Company, LLC’s full portfolio or all institutional holders of LKQ1.