Position in LEA
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$1,255,203
+$529,692 QoQ
Shares Held
9,363
+56.3% QoQ
Ownership
0.019%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#204
of 518 holders
Holding Since
Dec 2023
6 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in LEA Over Time
Shares Held
Position Value (USD)
Position in Auto Parts
Consumer Cyclical · as of Jun 30, 2026&PARTNERS holds $28,853,164 across 19 Auto Parts names. LEA ranks #7 (4.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ORLY |
O Reilly Automotive Inc
|
91,824 | $8,456,072 | |
| 2 | GPC |
Genuine Parts Co
|
28,218 | $3,329,159 | |
| 3 | AZO |
Autozone Inc
|
917 | $2,930,676 | |
| 4 | MGA |
Magna International Inc
|
38,485 | $2,526,925 | |
| 5 | BWA |
Borgwarner Inc
|
37,322 | $2,478,180 | |
| 6 | MOD |
Modine Manufacturing Co
|
4,998 | $1,334,565 | |
| 7 | LEA |
Lear Corp
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|
9,363 | $1,255,203 | |
| 8 | LKQ |
Lkq Corp
|
43,521 | $1,145,907 |
All Filings in LEA
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,255,203 | 9,363 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $725,511 | 5,992 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $258,996 | 2,260 | Shares | Sole | 2026-02-17 | |
| 2025-06-30 | $316,853 | 3,336 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $294,919 | 3,343 | Shares | Sole | 2025-05-15 | |
| 2023-12-31 | $453,425 | 3,211 | Shares | Sole | 2024-01-09 | |
| No filing history on record for this holder in this stock. | ||||||