David Rolfe - Wedgewood Partners
Period:    Q1 2026
Portfolio date:    31 Mar 2026
No. of stocks:    22
Portfolio value:    $484,285,577
Holdings Activity Buys Sells    History
Holding/activity history for  LKQ Corp. (LKQ)
← All LKQ superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2017   Q1 0 0.00 Sell 100.00% 2.87 $29.03–33.17 · VW $31.10i SEC
2016   Q4 3,830,200 2.87 Reduce 13.77% 0.45 $29.57–35.58 · VW $32.26i $117,395,000 SEC
2016   Q3 4,441,651 3.30 Reduce 38.30% 1.77 $31.18–36.35 · VW $34.70i $157,500,000 SEC
2016   Q2 7,198,689 4.63 Reduce 16.43% 0.82 $29.37–34.26 · VW $32.32i $228,198,000 SEC
2016   Q1 8,613,464 4.99 Reduce 3.89% 0.18 $23.95–32.12 · VW $28.42i $275,027,000 SEC
2015   Q4 8,962,062 4.56 Reduce 4.69% 0.19 $27.08–30.50 · VW $29.22i $265,545,000 SEC
2015   Q3 9,403,538 4.06 Reduce 11.53% 0.52 $26.67–32.25 · VW $30.07i $266,684,000 SEC
2015   Q2 10,629,217 4.54 Add 6.11% 0.26 $24.92–30.82 · VW $27.94i $321,480,000 SEC
2015   Q1 10,017,255 3.65 Add 6.31% 0.22 $22.90–28.23 · VW $25.23i $256,041,000 SEC
2014   Q4 9,422,474 3.76 Add 12.45% 0.42 $25.04–29.64 · VW $28.06i $264,960,000 SEC
2014   Q3 8,379,275 3.79 Add 54.93% 1.34 $25.15–29.21 · VW $26.96i $222,805,000 SEC
2014   Q2 5,408,348 2.64 Add 6.24% 0.16 $24.95–29.84 · VW $27.84i $144,349,000 SEC
2014   Q1 5,090,458 2.57 Buy 2.57 $24.46–32.90 · VW $27.74i $134,134,000 SEC
Price snapshot:
Current price$25.41
52-week low$23.70
52-week high$37.34