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Lear Corporation

LEA Consumer Discretionary
$124.05 +$0.15 (0.12%)
Market Cap: $6.12 B
Gurus Holding
11
Popularity Rank
#382
% of Shares Held
17.64%
Net Activity (Q2 2026)
+$11.41 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 Q2 2026, a total of 11 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $1.08 B.

Top institutional holders include Richard Pzena and Cliff Asness.

Institutional sentiment is currently Bullish. This is evidenced by a $11.41 M net inflow during the quarter.

Recent activity highlights Ray Dalio who increased their stake by 131.4%. Conversely, Jeremy Grantham reduced exposure by 36.5%.

Key Holders

Top 5 by Value

$889.95 M
$159.2 M
$33.05 M
$32.63 M

Top 5 by Conviction

Recent Activity Breakdown (Q2 2026)

+$45.08 M
Total Buy Value
New Buys 2
Additions 3
-$33.67 M
Total Sell Value
Reductions 6
Sold Out 0

Guru Consensus (Q2 2026)

Based on recent activity
Net Sellers
6
Net Buyers
5

FAQs for Lear Corporation (LEA)

Major holders include Richard Pzena ($889.95 M), Cliff Asness ($159.2 M), HOTCHKIS & WILEY ($33.05 M). According to the latest reported data, 11 tracked investment managers collectively hold approximately 8.7 M shares.

According to the latest 13F reporting period, sentiment appears Bullish (Net Buying). There was a net inflow of $11.41 M, with 5 managers increasing positions and 6 managers reducing holdings.

During the most recent reporting period, 6 managers trimmed their positions, while 0 fully exited LEA. The total reported sell value was $33.67 M.

Yes, 2 managers opened new positions in LEA, and 3 increased their existing holdings. The total reported buy value was $45.08 M.

Portfolio Manager % Portfolio Activity Shares Value Report Date
2.61% Reduce -1.8% 6,638,413 $889.95 M Q2 2026
0.06% Add 24.2% 1,187,495 $159.2 M Q2 2026
0.10% Reduce -15.0% 246,559 $33.05 M Q2 2026
0.08% Reduce -8.7% 243,420 $32.63 M Q2 2026
0.14% Reduce -22.5% 129,967 $17.42 M Q2 2026
0.09% Reduce -0.8% 82,386 $11.04 M Q2 2026
0.01% New Buy 72,200 $9.68 M Q2 2026
0.01% Reduce -36.5% 45,484 $6.1 M Q2 2026
0.02% Add 131.4% 31,313 $4.2 M Q2 2026
0.65% Add 100.0% 21,000 $2.82 M Q2 2026
0.00% New Buy 4,638 $621,770 Q2 2026
Date
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Transaction
Value
Shares
Position / Chg
SEC Form