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12th Street Asset Management Company, LLC: LKQ position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of 12th Street Asset Management Company, LLC on LKQ, newest first. How the timeline and the estimate are built.

12th Street Asset Management Company, LLC held 727,020 LKQ shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 727,020 shares
    Change vs previous 13F -657,788 shares

    2.73% of the 13F portfolio, value $19,142,434.

    13F-HR 0001633703-26-000010 filed by 12th Street Asset Management Company, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 1,384,808 shares
    Change vs previous 13F +83,977 shares

    6.65% of the 13F portfolio, value $40,671,817.

    13F-HR 0001633703-26-000007 filed by 12th Street Asset Management Company, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 1,300,831 shares
    Change vs previous 13F +212,009 shares

    6.47% of the 13F portfolio, value $39,285,101.

    13F-HR 0001633703-26-000003 filed by 12th Street Asset Management Company, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 1,088,822 shares
    Change vs previous 13F +176,534 shares

    5.62% of the 13F portfolio, value $33,252,634.

    13F-HR 0001633703-25-000013 filed by 12th Street Asset Management Company, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 912,288 shares
    Change vs previous 13F -45,442 shares

    5.8% of the 13F portfolio, value $33,763,761.

    13F-HR 0001633703-25-000007 filed by 12th Street Asset Management Company, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 957,730 shares
    Change vs previous 13F +4,530 shares

    6.94% of the 13F portfolio, value $40,741,829.

    13F-HR 0001633703-25-000005 filed by 12th Street Asset Management Company, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 953,200 shares
    Change vs previous 13F -185,178 shares

    5.78% of the 13F portfolio, value $35,030,083.

    13F-HR 0001633703-25-000003 filed by 12th Street Asset Management Company, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 1,138,378 shares
    Change vs previous 13F not available

    7.66% of the 13F portfolio, value $45,444,063.

    13F-HR 0001633703-24-000012 filed by 12th Street Asset Management Company, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).