Sagewood Asset Management LP

Position in LEA — Lear Corp

CIK 1693636 NEW YORK, NY

Position in LEA

as of Jun 30, 2026 · filed Jul 29, 2026 Compact

Position Value

$670,568

+$196,419 QoQ

Shares Held

5,002

+27.7% QoQ

Ownership

0.010%

of shares outstanding

% of Portfolio

0.16%

of 13F equity value

Holder Rank

#245

of 518 holders

Holding Since

Dec 2025

3 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Consumer Cyclical · as of Jun 30, 2026

Sagewood Asset Management LP holds $4,949,364 across 6 Auto Parts names. LEA ranks #4 (13.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	GNTX	Gentex Corp	61,905	$1,564,339
2	ORLY	O Reilly Automotive Inc	11,414	$1,051,115
3	AZO	Autozone Inc	317	$1,013,112
4	LEA	Lear Corp This page	5,002	$670,568
5	LKQ	Lkq Corp	16,089	$423,623
6	ALSN	Allison Transmission Holdings Inc	2,010	$226,607

3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$670,568	5,002	+27.7%	Shares	Sole	2026-07-29
2026-03-31	$474,149	3,916	+52.4%	Shares	Sole	2026-05-13
2025-12-31	$294,522	2,570	—	Shares	Sole	2026-02-17
No filing history on record for this holder in this stock.