Palm Valley Capital Management said LKQ Corporation was one of the stocks that most negatively affected its fund's second-quarter return after management disclosed that the sale process for the company's Specialty division has been diminished by tightening credit conditions for potential buyers. The firm noted that LKQ's overall business appears to be on the mend, with tailwinds forming for key drivers of repairable claims, and that the stock has potential catalysts from a strategic review currently underway. Shares are selling for 8.5 times trailing free cash flow. LKQ closed at $26.21 per share on July 7, 2026, with a market capitalization of $6.67 billion, and has lost 32.54% over the past 52 weeks.
LKQ CorporationTight credit conditions for potential buyers have diminished the sale process for LKQ's Specialty division, negatively impacting the fund's return.
Chord Energy Corp
Amdocs Ltd