It is, one observes, a curious thing to invest in the detritus of modernity. Yet Kiltearn Partners LLP, with the discernment of a true connoisseur of the second-hand, has recently acquired 264,600 shares of LKQ Corporation. A mere $7.98 million, of course, a trifle for those who understand that fortunes are often built upon the ruins of others – or, in this case, their automobiles.
The transaction, revealed in a filing dated February 13, 2026, elevates Kiltearn’s stake in LKQ to 3.24% of their reported assets. A modest indulgence, perhaps, but one that speaks volumes about their faith in a company that profits from the inevitable imperfections of mechanical existence. One might say they are betting on the persistence of accidents, and really, what is more reliable than human error?
Currently, LKQ occupies the twelfth position in Kiltearn’s portfolio, a comfortable, if unspectacular, ranking. It is a position not of ostentation, but of quiet confidence. After all, the truly discerning collector does not shout about their treasures; they simply possess them.
The market, naturally, has been less enamored. LKQ shares, as of the aforementioned date, languish at $34.10, a disheartening 8.6% decline over the past year. A clear demonstration that the masses are easily distracted by shiny novelties, failing to appreciate the enduring value of salvage. One suspects they are waiting for the next gilded carriage, oblivious to the fact that even carriages eventually require repair.
However, a shrewd observer detects a glimmer of hope. LKQ, with a certain pragmatic elegance, has recently divested its self-service segment. A wise decision, for even the most dedicated scavenger must occasionally streamline their operations. This move has, predictably, prompted a revision of their outlook, with operating cash flow projections rising to a range between $0.825 billion and $1.025 billion. A rather substantial sum, wouldn’t you agree?
Furthermore, a strategic review is underway, with the possibility of a complete sale looming. A bold move, certainly, but one that speaks to a company unafraid to embrace change. After all, to cling to the past is to invite obsolescence, and in the relentless march of progress, even the most robust chassis will eventually succumb to rust.
Let us consider the numbers, for even beauty requires a foundation of practicality:
| Metric | Value |
|---|---|
| Revenue (TTM) | $13.96 billion |
| Net income (TTM) | $697.00 million |
| Dividend yield | 3.52% |
| Price (as of market close 2/13/26) | $34.10 |
LKQ, in essence, is a purveyor of second chances. They transform the discarded remnants of vehicular misfortune into functional components, extending the life of countless machines. A noble pursuit, wouldn’t you say? To find beauty in wreckage, to profit from imperfection – it is, after all, the very essence of civilized existence.
Kiltearn’s investment, therefore, is not merely a financial transaction; it is a statement. A declaration that value can be found in the most unexpected places, and that even in a world obsessed with the new, there is enduring merit in the well-repaired and the reliably salvaged.
As for the market’s pessimism? Let them chase the fleeting illusions of progress. Kiltearn, with a quiet smile, will continue to profit from the inevitable realities of the road.
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2026-02-14 23:22