Oak Thistle LLC

Position in LEA — Lear Corp

CIK 1755987 NEW YORK, NY

Position in LEA

as of Jun 30, 2026 · filed Jul 21, 2026 Compact

Position Value

$1,422,778

+$831,594 QoQ

Shares Held

10,613

+80.6% QoQ

Ownership

0.022%

of shares outstanding

% of Portfolio

0.14%

of 13F equity value

Holder Rank

#190

of 518 holders

Holding Since

Jun 2023

8 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Consumer Cyclical · as of Jun 30, 2026

Oak Thistle LLC holds $10,559,599 across 5 Auto Parts names. LEA ranks #4 (13.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ORLY	O Reilly Automotive Inc	34,733	$3,198,561
2	ALSN	Allison Transmission Holdings Inc	21,410	$2,413,763
3	AZO	Autozone Inc	705	$2,253,137
4	LEA	Lear Corp This page	10,613	$1,422,778
5	BWA	Borgwarner Inc	19,147	$1,271,360

8 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,422,778	10,613	+80.6%	Shares	Sole	2026-07-21
2025-09-30	$591,184	5,876	-79.0%	Shares	Sole	2025-10-07
2025-03-31	$2,472,894	28,031	+1107.7%	Shares	Sole	2025-05-06
2024-12-31	$219,798	2,321	-72.1%	Shares	Sole	2025-01-14
2024-09-30	$908,237	8,321	+105.1%	Shares	Sole	2024-11-12
2024-06-30	$463,349	4,057	-62.0%	Shares	Sole	2024-08-06
2023-09-30	$1,433,927	10,685	+502.3%	Shares	Sole	2023-10-18
2023-06-30	$254,657	1,774	—	Shares	Sole	2023-07-26
No filing history on record for this holder in this stock.