Seizert Capital Partners Buys Another $15 Million of Auto Parts Juggernaut LKQ

After the purchase, LKQ present 2.78% of Seizert Capital Partners’ 13F reportable AUM.

• Top holdings aft the filing:

  • Goldman Sachs: $86.08 cardinal (3.6% of AUM)

  • Wells Fargo: $77.81 cardinal (3.3% of AUM)

  • Qualcomm: $76.33 cardinal (3.2% of AUM)

  • JPMorgan Chase: $75.37 cardinal (3.2% of AUM)

  • Alphabet: $74.50 cardinal (3.1% of AUM)

As of Feb. 2, 2026, LKQ shares were trading astatine $32.52, down 11.1% implicit the past twelvemonth and underperforming the S&P 500 by 25 percent points.

LKQ:

• Distributes replacement parts, components, and systems for conveyance repair and maintenance, including assemblage panels, glass, salvage parts, and specialty products

• Operates a multi-segment exemplary crossed North America and Europe, generating gross done wholesale organisation to repair shops, dealerships, and retail customers

• Serves collision and mechanical repair shops, caller and utilized car dealerships, and retail consumers successful the United States, Canada, and aggregate European countries

LKQ supplies automotive replacement parts to repair shops, dealerships, and retail customers crossed North America and Europe. The institution leverages a diversified merchandise portfolio and multi-channel organisation web to service some commercialized and retail markets. Its strategical absorption connected aftermarket and recycled parts positions it to code the ongoing request for cost-effective conveyance repair solutions.

Seizert Capital Partners has been accumulating LKQ shares for 7 consecutive quarters, arsenic the banal steadily declined from $50 per stock to $33 implicit that period. There is simply a batch to similar astir LKQ, and I surely recognize the concern thesis for considering it to beryllium a worth accidental today, astatine conscionable 1.3 times publication worth and 12 times escaped currency flow. This is simply a beauteous tenable terms to wage for the ascendant subordinate successful the automotive replacement parts industry.

This is particularly existent erstwhile absorption has been buying shares backmost manus implicit fist astatine this discounted price. Over the past 5 years, LKQ has lowered its stock number by 3.6% annually. In summation to these buybacks, the institution pays a increasing dividend that present yields a hefty 3.63%. So, successful a way, LKQ has matured from a growth stock to a dependable Eddie focused connected superior returns.