LEA
Lear Corp
4 super-investors hold LEA worth a combined $1.03B. The largest position: Greenhaven Associates at 3.4% of their portfolio. No cohort buying or selling was filed on the name this quarter. Cohort Conviction Score: 31 — ranked #347 of 724 scored stocks.
Why super-investors own LEA
Ownership of LEA within this cohort is narrow and stable, with four managers holding a combined $1.0B but the bulk concentrated in just two names. Richard Pzena is the dominant holder at $818M (2.7% of his portfolio), while Greenhaven Associates carries the highest conviction at 3.4%. Bill Nygren and Joel Greenblatt each hold token positions of roughly $1M. No one in the cohort added, trimmed, started, or exited during 2026Q1, suggesting a holding pattern rather than active conviction-building. The eight-quarter owner-count trend — which dipped from two to one before recovering to four — reflects episodic rather than broadening interest, and current activity gives no signal that momentum in either direction is imminent.
AI-synthesized from 13F filings. Not investment advice.
Cohort owners over time
2018Q3 → 2026Q1How many of the cohort members held this stock each quarter.
Owners (4) · click any column to sort
| #↑ | Manager | % Port. | History | Value | Shares |
|---|---|---|---|---|---|
| 1 | Richard Pzena | 2.7% | 30q | $818M | 6,758,505 |
| 2 | Greenhaven Associates | 3.4% | 24q | $206M | 1,697,369 |
| 3 | Bill Nygren | <0.1% | 40q | $1M | 11,925 |
| 4 | Joel Greenblatt | <0.1% | 37q | $1M | 10,082 |
Owners of LEA also hold
Long US equity 13F-HR filings only. CUSIP 521865204. Not investment advice.