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Lear Corporation

LEA Consumer Discretionary
$136.3 +$2.99 (2.24%)
Market Cap: $6.83 B
Gurus Holding
9
Popularity Rank
#525
% of Shares Held
17.20%
Net Activity (Q1 2026)
-$92.97 M

Guru Ownership Trend

Guru Analysis for Lear Corporation (LEA)

Lear Corporation (LEA), a key player in the Consumer Discretionary sector, continues to attract institutional attention.

As of Q1 2026, a total of 9 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $1.17 B.

Top institutional holders include Richard Pzena and Cliff Asness.

Institutional sentiment is currently Bearish. This is evidenced by a $92.97 M net outflow during the quarter.

Recent activity highlights John Hussman who opened a new position. Conversely, Ray Dalio reduced exposure by 84.2%.

Key Holders

Top 5 by Value

$818.32 M
$114.59 M
$35.11 M
$32.27 M

Top 5 by Conviction

Recent Activity Breakdown (Q1 2026)

+$33.06 M
Total Buy Value
New Buys 1
Additions 3
-$126.03 M
Total Sell Value
Reductions 4
Sold Out 1

Guru Consensus (Q1 2026)

Based on recent activity
Net Sellers
5
Net Buyers
4

FAQs for Lear Corporation (LEA)

Major holders include Richard Pzena ($818.32 M), Cliff Asness ($114.59 M), HOTCHKIS & WILEY ($35.11 M). According to the latest reported data, 9 tracked investment managers collectively hold approximately 8.62 M shares.

According to the latest 13F reporting period, sentiment appears Bearish (Net Selling). There was a net outflow of $92.97 M, with 4 managers increasing positions and 5 managers reducing holdings.

During the most recent reporting period, 4 managers trimmed their positions, while 1 fully exited LEA. The total reported sell value was $126.03 M.

Yes, 1 managers opened new positions in LEA, and 3 increased their existing holdings. The total reported buy value was $33.06 M.

Portfolio Manager % Portfolio Activity Shares Value Report Date
2.66% Reduce -9.5% 6,758,505 $818.32 M Q1 2026
0.05% Add 21.1% 956,351 $114.59 M Q1 2026
0.11% Reduce -46.4% 289,939 $35.11 M Q1 2026
0.10% Add 55.2% 266,496 $32.27 M Q1 2026
0.13% 167,697 $20.3 M Q1 2026
0.10% Reduce -4.1% 83,081 $10.06 M Q1 2026
0.02% Add 4.2% 71,644 $8.67 M Q1 2026
0.01% Reduce -84.2% 13,531 $1.64 M Q1 2026
0.27% New Buy 10,500 $1.27 M Q1 2026
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