TOWLE & CO

Position in LEA — Lear Corp

CIK 1224014 DENVER, CO

Position in LEA

as of Mar 31, 2026 · filed May 14, 2026 Compact

Position Value

$6,795,372

-$3,268,227 QoQ

Shares Held

56,123

-36.1% QoQ

Ownership

0.112%

of shares outstanding

% of Portfolio

2.82%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Dec 2023

10 quarters on record

Voting authority Sole 100.ToString("F0")% Shared 0.ToString("F0")% None 0.ToString("F0")%

Consumer Cyclical · as of Mar 31, 2026

TOWLE & CO holds $32,180,155 across 5 Auto Parts names. LEA ranks #3 (21.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	BWA	Borgwarner Inc	137,353	$7,452,773
2	MGA	Magna International Inc	130,047	$7,257,923
3	LEA	Lear Corp This page	56,123	$6,795,372
4	FOXF	Fox Factory Holding Corp	331,580	$5,457,806
5	ADNT	Adient plc	258,104	$5,216,281

10 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$6,795,372	56,123	-36.1%	Shares	Sole	2026-05-14
2025-12-31	$10,063,599	87,815	+3.5%	Shares	Sole	2026-02-12
2025-09-30	$8,533,840	84,821	-18.7%	Shares	Sole	2025-11-10
2025-06-30	$9,906,793	104,304	-16.4%	Shares	Sole	2025-08-13
2025-03-31	$11,006,062	124,757	+189.1%	Shares	Sole	2025-05-15
2024-12-31	$4,086,494	43,152	+446.9%	Shares	Sole	2025-02-14
2024-09-30	$861,302	7,891	+2.8%	Shares	Sole	2024-11-14
2024-06-30	$876,333	7,673	-2.0%	Shares	Sole	2024-08-14
2024-03-31	$1,134,410	7,830	+22.3%	Shares	Sole	2024-05-15
2023-12-31	$903,744	6,400	—	Shares	Sole	2024-02-14
No filing history on record for this holder in this stock.