ARGA Investment Management, LP LEA — LEAR CORP

Ownership history in ARGA Investment Management, LP  ·  25 quarters on record

AI Ownership Summary

ARGA Investment Management, LP reported LEAR CORP (LEA) in 25 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 1.93% in 2025 Q1. The latest visible filing shows LEA at 1.23% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this LEA ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was ARGA Investment Management, LP's position in LEAR CORP, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

LEA was reported at 1.23% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.93% in 2025 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

LEA stock page ARGA Investment Management, LP fund profile ARGA Investment Management, LP full holdings
How ARGA Investment Management, LP held LEA — position size vs. price
% of Fund (quarterly)    LEA price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 9 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED 20.8% +6.3% ❌ 395,146 -103,776 -20.8% 1.23% $45.3M 2026-01-30 $116.36
2025 Q3 REDUCED 17.4% +16.6% ❌ 498,922 -104,832 -17.4% 1.33% $50.2M 2025-10-31 $103.24
2025 Q2 REDUCED 7.6% +6.1% ❌ 603,754 -49,566 -7.6% 1.57% $57.3M 2025-07-31 $92.37
2025 Q1 ADDED — — — 653,320 +57,705 +9.7% 1.93% $57.6M 2025-04-30 $83.27
2024 Q4 ADDED — — — 595,615 +121,734 +25.7% 1.84% $56.4M 2025-01-27 $94.41
2024 Q3 ADDED — — — 473,881 +36,448 +8.3% 1.71% $51.7M 2024-11-14 $91.83
2024 Q2 ADDED — — — 437,433 +118,277 +37.1% 1.75% $50.0M 2024-07-31 $115.87
2024 Q1 ADDED — — — 319,156 +211,574 +196.7% 1.55% $46.2M 2024-04-12 $126.15
2023 Q4 ADDED — — — 107,582 +49,070 +83.9% 0.53% $15.2M 2024-02-08 $125.09
16 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding LEA

As of 2026 Q1 — sorted by position size

Oldfield Partners LLP 3Y 7Y 19.85% Paradice Investment Management LLC 3Y 7Y 7.19% GREENHAVEN ASSOCIATES INC 3Y 7Y 3.38% RWC Asset Management LLP 3Y 7Y 3.22% PZENA INVESTMENT MANAGEMENT LLC 3Y 7Y 2.66% TOWLE & CO 3Y 7Y 2.64% F&V Capital Management, LLC 3Y 7Y 2.19% Arjuna Capital 3Y 7Y 1.28% Arbor Wealth Advisors LLC 1.21% CAPITAL MANAGEMENT CORP /VA 3Y 7Y 0.89%

FAQ About ARGA Investment Management, LP and LEA

These are the practical questions this page is built to answer before you even open the full history table.

How long has ARGA Investment Management, LP reported owning LEA?

ARGA Investment Management, LP reported LEA across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported LEA position in ARGA Investment Management, LP's portfolio?

The largest reported portfolio weight for LEA was 1.93% in 2025 Q1.

What is the latest reported LEA position on this page?

The most recent filing on this page is 2025 Q4, when ARGA Investment Management, LP reported 395,146 shares, equal to 1.23% of portfolio, with an estimated market value of $45.3M.

What does the chart on this LEA ownership page compare?

The chart compares ARGA Investment Management, LP's quarterly LEA portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did ARGA Investment Management, LP time their LEA position?

Based on 13F filing dates vs. subsequent LEA price moves, ARGA Investment Management, LP correctly timed 7 out of 20 reported position changes (35%). The annualised alpha on LEA relative to SPY over the holding period was -12.3%.

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