Lear Corporation
MX ˙ BMV ˙ US5218652049
SecurityMX:LEA / Lear Corporation
InstitutionGeode Capital Management, Llc
Latest Disclosed Ownership1,015,781 shares
Latest Disclosed Value $ 123,028,267
Geode Capital Management, Llc reports 15.77% decrease in ownership of LEA / Lear Corporation

On May 15, 2026 - Geode Capital Management, Llc filed a 13F-HR form disclosing ownership of 1,015,781 shares of Lear Corporation (MX:LEA) valued at $123,028,267 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 9, 2026 disclosing 1,205,959 shares of Lear Corporation. This represents a change in shares of -15.77% during the quarter.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-05-15 2026-03-31 13F LEAR COM NEW 521865204 1,015,781 -190,178 -15.77 123,028 -11.00 0.0041
2026-02-09 2025-12-31 13F LEAR COM NEW 521865204 1,205,959 -12,130 -1.00 138,235 12.77 0.0085
2025-11-12 2025-09-30 13F LEAR COM NEW 521865204 1,218,089 71,001 6.19 122,578 12.48 0.0078
2025-08-08 2025-06-30 13F LEAR COM NEW 521865204 1,147,088 -8,423 -0.73 108,973 6.87 0.0076
2025-05-13 2025-03-31 13F LEAR COM NEW 521865204 1,155,511 46,425 4.19 101,965 -2.94 0.0080
2025-02-12 2024-12-31 13F LEAR COM NEW 521865204 1,109,086 -32,390 -2.84 105,057 -15.70 0.0081
2024-11-12 2024-09-30 13F LEAR COM NEW 521865204 1,141,476 44,128 4.02 124,621 -0.59 0.0101
2024-08-09 2024-06-30 13F LEAR COM NEW 521865204 1,097,348 25,628 2.39 125,357 -19.14 0.0110
2024-05-13 2024-03-31 13F LEAR COM NEW 521865204 1,071,720 52,395 5.14 155,035 7.87 0.0143
2024-02-13 2023-12-31 13F LEAR COM NEW 521865204 1,019,325 23,132 2.32 143,722 7.62 0.0150
2023-11-13 2023-09-30 13F LEAR COM NEW 521865204 996,193 24,212 2.49 133,545 -4.15 0.0159
2023-08-11 2023-06-30 13F LEAR COM NEW 521865204 971,981 33,018 3.52 139,324 6.52 0.0164
2023-05-15 2023-03-31 13F LEAR COM NEW 521865204 938,963 4,166 0.45 130,801 113,640.00 0.0170
2023-02-13 2022-12-31 13F LEAR COM NEW 521865204 934,797 5,028 0.54 116 -99.90 0.0163
2022-11-14 2022-09-30 13F LEAR COM NEW 521865204 929,769 -17,736 -1.87 111,212 -6.67 0.0169
2022-08-12 2022-06-30 13F LEAR COM NEW 521865204 947,505 89,837 10.47 119,162 -2.43 0.0175
2022-05-13 2022-03-31 13F LEAR COM NEW 521865204 857,668 42,320 5.19 122,132 -18.00 0.0152
2022-02-11 2021-12-31 13F LEAR COM NEW 521865204 815,348 44,251 5.74 148,945 23.61 0.0179
2021-11-12 2021-09-30 13F LEAR COM NEW 521865204 771,097 32,197 4.36 120,492 -6.82 0.0162
2021-08-13 2021-06-30 13F LEAR COM NEW 521865204 738,900 13,509 1.86 129,314 -1.52 0.0178
2021-05-12 2021-03-31 13F LEAR COM NEW 521865204 725,391 25,780 3.68 131,311 18.17 0.0201
2021-02-12 2020-12-31 13F LEAR COM NEW 521865204 699,611 20,164 2.97 111,118 50.11 0.0187
2020-11-13 2020-09-30 13F LEAR COM NEW 521865204 679,447 -33,663 -4.72 74,024 -4.72 0.0145
2020-08-13 2020-06-30 13F LEAR COM NEW 521865204 713,110 64,418 9.93 77,688 47.52 0.0166
2020-05-14 2020-03-31 13F LEAR COM NEW 521865204 648,692 -988 -0.15 52,661 -40.87 0.0137
2020-02-20 2019-12-31 13F/A-1 LEAR COM NEW 521865204 649,680 26,502 4.25 89,058 21.30 0.0186
2020-02-13 2019-12-31 13F LEAR COM NEW 521865204 649,680 26,502 89,058 11,349.6612
2019-11-12 2019-09-30 13F LEAR COM NEW 521865204 623,178 -41,785 -6.28 73,420 -20.67 0.0171
2019-08-14 2019-06-30 13F LEAR COM NEW 521865204 664,963 -44,634 -6.29 92,548 -3.82 0.0224
2019-05-14 2019-03-31 13F LEAR COM NEW 521865204 709,597 -10,446 -1.45 96,228 8.84 0.0249
2019-03-06 2018-12-31 13F/A-1 LEAR COM NEW 521865204 720,043 832 0.12 88,411 -15.17 0.0273
2019-02-13 2018-12-31 13F LEAR COM NEW 521865204 720,043 832 88,411
2018-11-13 2018-09-30 13F LEAR COM NEW 521865204 719,211 -11,648 -1.59 104,225 -23.20 0.0294
2018-08-14 2018-06-30 13F LEAR COM NEW 521865204 730,859 -50,020 -6.41 135,718 -6.54 0.0417
2018-05-15 2018-03-31 13F LEAR COM NEW 521865204 780,879 -52,294 -6.28 145,218 -1.30 0.0473
2018-02-13 2017-12-31 13F LEAR COM NEW 521865204 833,173 1,723 0.21 147,124 2.28 0.0500
2017-11-14 2017-09-30 13F LEAR COM NEW 521865204 831,450 -9,427 -1.12 143,847 20.45 0.0531
2017-08-14 2017-06-30 13F LEAR COM NEW 521865204 840,877 91,767 12.25 119,425 12.63 0.0470
2017-06-21 2017-03-31 13F/A-1 LEAR COM NEW 521865204 749,110 42,932 6.08 106,031 13.46 0.0435
2017-05-12 2017-03-31 13F LEAR COM NEW 521865204 749,110 106,031
2017-02-14 2016-12-31 13F LEAR COM NEW 521865204 706,178 73,431 11.61 93,453 21.88 0.0435
2016-11-10 2016-09-30 13F LEAR COM NEW 521865204 632,747 60,729 10.62 76,677 31.78 0.0386
2016-08-12 2016-06-30 13F LEAR COM NEW 521865204 572,018 52,833 10.18 58,186 0.86 0.0316
2016-05-13 2016-03-31 13F LEAR COM NEW 521865204 519,185 6,760 1.32 57,689 -8.29 0.0306
2016-02-12 2015-12-31 13F LEAR COM NEW 521865204 512,425 10,806 2.15 62,903 15.35 0.0358
2015-11-13 2015-09-30 13F LEAR COM NEW 521865204 501,619 -61,177 -10.87 54,532 -13.65 0.0331
2015-08-14 2015-06-30 13F LEAR COM NEW 521865204 562,796 12,680 2.30 63,149 3.59 0.0361
2015-05-14 2015-03-31 13F LEAR COM NEW 521865204 550,116 34,138 6.62 60,963 20.47 0.0348
2015-02-12 2014-12-31 13F LEAR COM NEW 521865204 515,978 27,998 5.74 50,606 20.02 0.0301
2014-11-14 2014-09-30 13F LEAR COM NEW 521865204 487,980 9,203 1.92 42,166 -1.40 0.0273
2014-08-13 2014-06-30 13F LEAR COM NEW 521865204 478,777 13,817 2.97 42,764 9.86 0.0276
2014-05-14 2014-03-31 13F LEAR COM NEW 521865204 464,960 28,048 6.42 38,925 10.03 0.0261
2014-02-14 2013-12-31 13F LEAR COM NEW 521865204 436,912 8,772 2.05 35,376 15.45 0.0245
2013-11-14 2013-09-30 13F LEAR COM NEW 521865204 428,140 -680 -0.16 30,642 18.19 0.0246
2013-08-14 2013-06-30 13F LEAR COM NEW 521865204 428,820 428,820 25,926 0.0228
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.