Edgestream Partners, L.P.

Position in LEA — Lear Corp

CIK 1535061 Princeton, NJ

Position in LEA

as of Jun 30, 2026 · filed Aug 11, 2026 Compact

Position Value

$5,984,438

+$326,854 QoQ

Shares Held

44,640

-4.5% QoQ

Ownership

0.091%

of shares outstanding

% of Portfolio

0.19%

of 13F equity value

Holder Rank

#105

of 520 holders

Holding Since

Jun 2021

11 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Consumer Cyclical · as of Jun 30, 2026

Edgestream Partners, L.P. holds $43,645,900 across 11 Auto Parts names. LEA ranks #4 (13.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	GT	Goodyear Tire & Rubber Co /Oh/	1,027,875	$6,783,975
2	ADNT	Adient plc	337,395	$6,201,320
3	GNTX	Gentex Corp	242,163	$6,119,459
4	LEA	Lear Corp This page	44,640	$5,984,438
5	AZO	Autozone Inc	1,854	$5,925,272
6	ALSN	Allison Transmission Holdings Inc	32,231	$3,633,722
7	ORLY	O Reilly Automotive Inc	38,601	$3,554,766
8	APTV	Aptiv PLC	48,369	$2,968,889

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$5,984,438	44,640	-4.5%	Shares	Sole	2026-08-11
2026-03-31	$5,657,584	46,726	+104.1%	Shares	Sole	2026-05-18
2025-09-30	$2,303,667	22,897	-50.6%	Shares	Sole	2025-11-12
2024-12-31	$4,386,409	46,319	+21.5%	Shares	Sole	2025-02-07
2024-06-30	$4,355,512	38,136	+459.9%	Shares	Sole	2024-08-09
2023-09-30	$914,036	6,811	+234.2%	Shares	Sole	2023-11-15
2023-03-31	$284,280	2,038	-94.8%	Shares	Sole	2023-05-15
2022-12-31	$4,817,308	38,843	-9.1%	Shares	Sole	2023-02-13
2022-09-30	$5,117,226	42,754	+2681.7%	Shares	Sole	2022-11-14
2021-09-30	$240,509	1,537	-68.3%	Shares	Sole	2021-11-15
2021-06-30	$850,633	4,853	—	Shares	Sole	2021-08-10
No filing history on record for this holder in this stock.