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RS Large Cap Val Strategy's investment thesis on LKQ Corporation ($LKQ) — Q3 2025 | Buyside Digest

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$LKQNYSELKQ Corporation

BEAR

RS Large Cap Val Strategy—LKQ

Fund Letter

Q3 2025

Published September 30, 2025

View Fund Profile

$22.83USD

-10.6% vs last month

$31.36Pitched

-27.2% since pitch

Market Cap$6.2B

P/E (TTM)N/A

52-Wk RangeN/A

Div. YieldN/A

Technical Chart

From the Fund Letter

In Q3 2025, the RS Large Cap Value Strategy returned 4.47% net of fees, underperforming its benchmark Russell 1000 Value Index which returned 5.33%. Underperformance was driven...

— RS Value Team

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What other investors think about $LKQ, and what else RS Large Cap Val Strategy is buying.

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Palm Valley Capital ManagementBULL

Pitched Jul 1, 2026

LKQ Corporation is a global distributor of replacement parts, salvage components, and specialty vehicle accessories used in vehicle repair and maintenance. LKQ Corp represents...

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