LKQ Corporation Joins Small Cap Fund for Scale Advantages, Shares at $34.10, $8.8B Cap
Aristotle Capital Boston’s Small Cap Equity Fund added LKQ Corporation to its Q4 2025 portfolio, highlighting its scale advantages in alternative collision repair parts and technology-driven logistics. On February 13, 2026, LKQ shares closed at $34.10, were down 12.81% year-over-year, and have an $8.774 billion market cap.
1. Q4 2025 Fund Performance
Aristotle Capital Boston’s Small Cap Equity Fund returned 1.96% in Q4 2025, trailing the Russell 2000 Index’s 2.19% total return. Security selection supported the fund’s performance while allocation effects detracted.
2. LKQ Addition and Rationale
The fund added LKQ Corporation to its Q4 2025 portfolio, citing the company’s scale advantages in alternative collision repair parts, including volume purchase discounts, a wide distribution network, higher fill rates, faster response times, and investments in technology and logistics.
3. Share Price, Returns, and Institutional Interest
On February 13, 2026, LKQ shares closed at $34.10 and were down 12.81% year-over-year. The company holds an $8.774 billion market capitalization and is held by 49 hedge funds, up from 32 in the previous quarter.