Lear CORP (LEA) — 13F Holders Deep Dive (Q2 2026)

LEA ranks #1132 out of 37696 tracked stocks by institutional interest — one of the most closely watched names in our coverage.

LEA is a top-conviction position for Oldfield Partners LLP — at 12.3% of their entire disclosed 13F portfolio, it's one of their largest single bets, not just a passing allocation.

The largest dollar stake in LEA belongs to Pzena Investment Management LLC, but the position matters far more to Oldfield Partners LLP, who has 12.3% of their own portfolio riding on it — a reminder that the biggest holder by size and the holder with the biggest bet aren't always the same fund.

Wealth Enhancement Advisory Services, LLC has added to its LEA position for two straight quarters, increasing it by $1.3M to reach $3.0M today.

Paradice Investment Management LLC has trimmed its LEA position for two straight quarters, cutting it by $6.8M while still holding $31.5M.

LEA is down 0.4% today, but institutions show net buying of $1.2B this quarter — a divergence between today's price move and the underlying institutional flow.

LEA posted net income of $556.0M over the trailing twelve months, and currently trades at a P/E of 11.4.

• Profitable — net income of $556.0M over the trailing twelve months
• Revenue grew 3.5% year over year
• Net income improved year over year, from $469.8M to $556.0M
• Generated $1.1B in positive operating cash flow
• Current ratio of 1.35x — below the conventional 1.5x liquidity buffer
• Liabilities run x equity — a highly leveraged balance sheet worth noting