Francois Rochon - Giverny Capital
Period:    Q1 2026
Portfolio date:    31 Mar 2026
No. of stocks:    51
Portfolio value:    $2,731,351,278
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
2019   Q3 0 0.00 Sell 100.00% <0.01 $24.44–33.17 · VW $27.47i SEC
2019   Q2 220 <0.01 Reduce 99.95% 1.36 $25.39–31.68 · VW $27.75i $6,000 SEC
2019   Q1 417,276 1.36 Reduce 3.65% 0.05 $22.74–29.16 · VW $26.86i $11,842,000 SEC
2018   Q4 433,083 1.35 Reduce 1.76% 0.03 $23.14–31.96 · VW $27.12i $10,277,000 SEC
2018   Q3 440,833 1.68 Add 15.18% 0.22 $31.25–36.10 · VW $33.39i $13,961,000 SEC
2018   Q2 382,743 1.72 Reduce 59.52% 3.11 $29.60–39.51 · VW $32.25i $12,210,000 SEC
2018   Q1 945,522 5.22 Add 3.17% 0.16 $37.03–43.86 · VW $39.89i $35,883,000 SEC
2017   Q4 916,503 5.56 Reduce 16.66% 1.05 $35.78–41.42 · VW $38.71i $37,274,000 SEC
2017   Q3 1,099,718 6.33 Add 1.87% 0.12 $31.17–36.05 · VW $34.27i $39,579,000 SEC
2017   Q2 1,079,555 6.31 Reduce 18.45% 1.32 $27.85–33.09 · VW $31.35i $35,571,000 SEC
2017   Q1 1,323,809 7.13 Add 2.11% 0.15 $29.03–33.17 · VW $31.10i $38,748,000 SEC
2016   Q4 1,296,402 7.47 Add 1.78% 0.13 $29.57–35.58 · VW $32.26i $39,735,000 SEC
2016   Q3 1,273,741 12.52 Add 1.15% 0.14 $31.18–36.35 · VW $34.70i $45,167,000 SEC
2016   Q2 1,259,216 11.63 Add 3.27% 0.37 $29.37–34.26 · VW $32.32i $39,917,000 SEC
2016   Q1 1,219,370 11.58 Add 2.97% 0.33 $23.95–32.12 · VW $28.42i $38,934,000 SEC
2015   Q4 1,184,232 10.17 Add 3.69% 0.36 $27.08–30.50 · VW $29.22i $35,089,000 SEC
2015   Q3 1,142,142 9.51 Add 3.59% 0.33 $26.67–32.25 · VW $30.07i $32,391,000 SEC
2015   Q2 1,102,595 9.48 Add 5.04% 0.46 $24.92–30.82 · VW $27.94i $33,348,000 SEC
2015   Q1 1,049,659 6.80 $25.56 $26,829,000 SEC
Price snapshot:
Current price$25.41
52-week low$23.70
52-week high$37.34