Position in LEA
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$9,679,132
+$6,382,802 QoQ
Shares Held
72,200
+139.1% QoQ
Ownership
0.146%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#84
of 518 holders
Holding Since
Jun 2020
16 quarters on record
Voting authority
Sole 0%
Shared 100%
None 0%
Common Shares in LEA Over Time
Shares Held
Position Value (USD)
Derivatives in LEA
reported options exposure · as of Mar 31, 2023CallValue
$0
CallShares
0
PutValue
$3,487,250
PutShares
25,000
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Auto Parts
Consumer Cyclical · as of Jun 30, 2026Point72 Asset Management, L.P. holds $699,312,662 across 21 Auto Parts names. LEA ranks #10 (1.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ORLY |
O Reilly Automotive Inc
|
2,102,496 | $193,618,856 | |
| 2 | AZO |
Autozone Inc
|
58,104 | $185,696,891 | |
| 3 | BWA |
Borgwarner Inc
|
2,152,141 | $142,902,162 | |
| 4 | MBLY |
Mobileye Global Inc.
|
4,889,226 | $47,327,707 | |
| 5 | GPC |
Genuine Parts Co
|
288,693 | $34,060,000 | |
| 6 | LKQ |
Lkq Corp
|
849,967 | $22,379,631 | |
| 7 | ALSN |
Allison Transmission Holdings Inc
|
153,116 | $17,262,297 | |
| 8 | QS |
QuantumScape Corp
|
1,860,426 | $14,064,820 |
All Filings in LEA
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $9,679,132 | 72,200 | Shares | Defined | 2026-08-14 | |
| 2024-09-30 | $3,296,330 | 30,200 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $64,083,231 | 561,100 | Shares | Defined | 2024-09-16 | |
| 2024-03-31 | $37,731,533 | 260,433 | Shares | Defined | 2024-05-15 | |
| 2023-12-31 | $76,373,428 | 540,850 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $6,780,589 | 50,526 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $42,207,575 | 294,027 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $3,487,250 | 25,000 | Put | Defined | 2023-05-15 | |
| 2023-03-31 | $20,365 | 146 | Shares | Defined | 2023-05-15 | |
| 2022-09-30 | $49,130,351 | 410,480 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $26,562,790 | 211,000 | Shares | Defined | 2022-08-15 | |
| 2022-03-31 | $5,707,735 | 40,029 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $13,671,670 | 74,729 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $12,164,598 | 77,739 | Shares | Defined | 2021-11-15 | |
| 2020-12-31 | $3,336,608 | 20,981 | Shares | Defined | 2021-02-16 | |
| 2020-09-30 | $6,839,506 | 62,719 | Shares | Defined | 2020-11-16 | |
| 2020-06-30 | $4,220,818 | 38,716 | Shares | Defined | 2020-08-14 | |
| No filing history on record for this holder in this stock. | ||||||