Balyasny Asset Management L.P.

Position in LEA — Lear Corp

CIK 1218710 Chicago, IL

Position in LEA

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$61,865,606

+$58,220,009 QoQ

Shares Held

461,477

+1432.7% QoQ

Ownership

0.936%

of shares outstanding

% of Portfolio

0.12%

of 13F equity value

Holder Rank

#25

of 518 holders

Holding Since

Mar 2020

14 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Consumer Cyclical · as of Jun 30, 2026

Balyasny Asset Management L.P. holds $630,228,112 across 22 Auto Parts names. LEA ranks #4 (9.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ORLY	O Reilly Automotive Inc	2,996,975	$275,991,427
2	ALSN	Allison Transmission Holdings Inc	595,985	$67,191,348
3	AUR	Aurora Innovation, Inc.	9,397,494	$64,090,909
4	LEA	Lear Corp This page	461,477	$61,865,606
5	MOD	Modine Manufacturing Co	155,079	$41,409,194
6	GNTX	Gentex Corp	1,356,673	$34,283,126
7	VC	Visteon Corp	342,627	$33,992,024
8	BWA	Borgwarner Inc	326,209	$21,660,277

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$61,865,606	461,477	+1432.7%	Shares	Sole	2026-08-14
2026-03-31	$3,645,597	30,109	-90.4%	Shares	Sole	2026-05-15
2025-12-31	$35,927,787	313,506	-24.9%	Shares	Sole	2026-02-17
2025-06-30	$39,656,144	417,521	+123.7%	Shares	Sole	2025-08-14
2024-12-31	$17,676,796	186,661	-69.3%	Shares	Sole	2025-02-14
2023-09-30	$81,649,024	608,413	+194.3%	Shares	Other	2023-11-14
2022-06-30	$26,025,113	206,729	+17.7%	Shares	Other	2022-08-15
2021-09-30	$27,474,758	175,580	-25.8%	Shares	Sole	2021-12-01
2021-06-30	$41,450,915	236,484	-40.6%	Shares	Sole	2021-08-16
2021-03-31	$72,209,275	398,396	-44.6%	Shares	Sole	2021-05-17
2020-12-31	$114,322,055	718,871	+47.0%	Shares	Sole	2021-02-16
2020-09-30	$53,329,921	489,041	+34.2%	Shares	Sole	2020-11-16
2020-06-30	$39,742,368	364,542	+410.5%	Shares	Sole	2020-08-14
2020-03-31	$5,801,900	71,408	—	Shares	Sole	2020-05-15
No filing history on record for this holder in this stock.