RWC Asset Management’s Lear LEA Stock Holding History

RWC Asset Management’s Portfolio LEA Stock Details LEA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$15.8M	Sell	117,819 -519,762	-82%	-$69.6M	0.6%	46
2026 Q1	$77.2M	Buy	637,581 +47,828	+8%	+$5.96M	3.22%	7
2025 Q4	$67.6M	Buy	589,753 +19,705	+3%	+$2.11M	3.32%	4
2025 Q3	$57.4M	Buy	570,048 +20,900	+4%	+$2.17M	2.77%	4
2025 Q2	$52.2M	Buy	549,148 +69,154	+14%	+$6.08M	2.75%	6
2025 Q1	$42.3M	Buy	479,994 +69,086	+17%	+$6.56M	2.18%	11
2024 Q4	$38.9M	Buy	410,908 +77,691	+23%	+$7.74M	1.95%	12
2024 Q3	$36.4M	Buy	333,217 +329,454	+8,755%	+$37.4M	2.11%	13
2024 Q2	$430K	Buy	3,763 +312	+9%	+$39.9K	0.03%	99
2024 Q1	$500K	Hold	3,451	–	–	0.03%	106
2023 Q4	$487K	Buy	+3,451	New	+$463K	0.03%	96

Other funds holding LEA

Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Greenhaven Associates Purchase, New York $8.66B AUM 17.37% 1-Year Est. Return

Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return

RWC Asset Management's LEA Position: Q2 2026 in Review

RWC Asset Management reduced its Lear (LEA) stake by 82% in Q2 2026, selling an estimated $69.6M and leaving 117,819 shares worth $15.8M. The position accounts for 0.6% of the portfolio, ranked #46.

RWC Asset Management first reported a position in LEA in Q4 2023 and has held it in 11 quarters since. The position peaked at $77.2M in Q1 2026. 519 funds tracked by Wall St. Rank hold LEA as of Q2 2026.

RWC Asset Management held 117,819 shares of Lear worth $15.8M as of Q2 2026.
RWC Asset Management sold 519,762 Lear shares in Q2 2026, an estimated $69.6M.
Lear made up 0.6% of RWC Asset Management's portfolio in Q2 2026, its #46 holding.
RWC Asset Management first reported a position in Lear in Q4 2023 and has held it in 11 quarters since.
RWC Asset Management's Lear position peaked at $77.2M in Q1 2026.
519 funds tracked by Wall St. Rank held Lear as of Q2 2026.

Based on RWC Asset Management's 13F filing for Q2 2026, filed 27 Jul 2026.