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Lear Corporation

LEA Consumer Discretionary
$137.87 +$1.14 (0.83%)
Market Cap: $7.15 B
Gurus Holding
9
Popularity Rank
#596
% of Shares Held
17.64%
Net Activity (Q3 2025)
-$6.31 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 Q4 2025, a total of 9 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $1.26 B.

Top institutional holders include Richard Pzena and Cliff Asness.

Institutional sentiment is currently Slightly Bearish. This is evidenced by a $6.31 M net outflow during the quarter.

Recent activity highlights Jefferies Group who opened a new position. Conversely, Diamond Hill Capital reduced exposure by 66.0%.

Key Holders

Top 5 by Value

$855.76 M
$59.27 M
$56.84 M
$11.16 M

Top 5 by Conviction

Recent Activity Breakdown (Q3 2025)

+$18.61 M
Total Buy Value
New Buys 0
Additions 5
-$24.92 M
Total Sell Value
Reductions 4
Sold Out 0

Guru Consensus (Q3 2025)

Based on recent activity
Net Sellers
4
Net Buyers
5

FAQs for Lear Corporation (LEA)

Major holders include Richard Pzena ($855.76 M), Cliff Asness ($59.27 M), HOTCHKIS & WILEY ($56.84 M). According to the latest reported data, 9 tracked investment managers collectively hold approximately 9.15 M shares.

According to the latest 13F reporting period, sentiment appears Bearish (Net Selling). There was a net outflow of $6.31 M, with 5 managers increasing positions and 4 managers reducing holdings.

During the most recent reporting period, 4 managers trimmed their positions, while 0 fully exited LEA. The total reported sell value was $24.92 M.

Yes, 0 managers opened new positions in LEA, and 5 increased their existing holdings. The total reported buy value was $18.61 M.

Portfolio Manager % Portfolio Activity Shares Value Report Date
2.56% Reduce -0.4% 7,467,354 $855.76 M Q4 2025
0.04% Add 5.0% 589,128 $59.27 M Q3 2025
0.18% Reduce -8.5% 564,999 $56.84 M Q3 2025
0.10% Reduce -66.0% 167,697 $19.22 M Q4 2025
0.05% Reduce -44.6% 110,930 $11.16 M Q3 2025
0.10% Reduce -12.5% 86,617 $9.93 M Q4 2025
0.04% Reduce -35.3% 85,596 $9.81 M Q4 2025
0.02% Reduce -0.3% 69,159 $6.96 M Q3 2025
0.00% New Buy 6,101 $699,175 Q4 2025
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