Ruffer LLP

Position in LEA — Lear Corp

CIK 1426859 London, X0

Position in LEA

as of Jun 30, 2026 · filed Jul 30, 2026 Compact

Position Value

$4,512,861

-$142,422 QoQ

Shares Held

33,663

-12.4% QoQ

Ownership

0.068%

of shares outstanding

% of Portfolio

0.16%

of 13F equity value

Holder Rank

#118

of 520 holders

Holding Since

Dec 2025

3 quarters on record

Consumer Cyclical · as of Jun 30, 2026

Ruffer LLP holds $29,579,090 across 4 Auto Parts names. LEA ranks #3 (15.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ALV	Autoliv Inc	137,005	$15,915,870
2	DORM	Dorman Products, Inc.	36,968	$5,044,283
3	LEA	Lear Corp This page	33,663	$4,512,861
4	APTV	Aptiv PLC	66,896	$4,106,076

3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$4,512,861	33,663	-12.4%	Shares	Sole	2026-07-30
2026-03-31	$4,655,283	38,448	+0.4%	Shares	Sole	2026-05-13
2025-12-31	$4,389,180	38,300	—	Shares	Sole	2026-01-28
No filing history on record for this holder in this stock.