LEA
Lear Corporation · Consumer Cyclical · Auto - Parts
Señales de momentum (gestores comparables):
amplitud de titulares -6.7% ·
flujo de acciones +3.3% ·
nuevas posiciones netas -7.1%
— fórmula
Acumulación concentrada — aumento de acciones entre menos titulares
Todas las cifras de propiedad: únicamente gestores 13F seguidos, posiciones en acciones ordinarias, período de referencia Q4 2024
| Trimestre | Titulares | Δ | Acciones | Valor declarado | Nuevo | Cierres |
|---|---|---|---|---|---|---|
| Q2 2026 | 130 | +6 | 33.42M | $4.72B | +10 | −3 |
| Q1 2026 | 126 | +3 | 32.31M | $3.90B | +5 | −3 |
| Q4 2025 | 123 | -3 | 36.16M | $4.14B | +1 | −3 |
| Q3 2025 | 19 | +1 | 20.17M | $2.03B | +1 | −1 |
| Q2 2025 | 16 | 0 | 21.27M | $2.02B | +2 | −2 |
| Q1 2025 | 13 | -1 | 4.74M | $418.16M | — | −1 |
| Q4 2024 | 14 | -1 | 4.37M | $413.52M | +1 | −2 |
| Q3 2024 | 14 | +1 | 2.47M | $269.10M | +1 | — |
| Q2 2024 | 13 | — | 4.25M | $484.99M | — | — |
| # | Gestor | Acciones | Δ acciones | Valor | Su ponderación | Mantenida | ||
|---|---|---|---|---|---|---|---|---|
| 1 | State Street Global Advisors ✦ (pasivo) | 1.76M | — | $166.69M | 0.0% | n/c | 1 | SEC ↗ |
| 2 | Geode Capital Management ✦ (pasivo) | 1.11M | -2.8% | $105.06M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 3 | Geode Capital Management ✦ (pasivo) | 1.11M | -2.8% | $105.06M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 4 | Norges Bank ✦ (pasivo) | 336.65K | -3.2% | $31.88M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 5 | Harris Associates (Oakmark) ✦ | 276.10K | -23.3% | $26.15M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 6 | Millennium Management ✦ | 244.27K | +394.7% | $23.13M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 7 | Marshall Wace ✦ | 165.90K | Nuevo | $15.71M | 0.0% | New | 1 | SEC ↗ |
| 8 | Marshall Wace ✦ | 165.90K | Nuevo | $15.71M | 0.0% | New | 1 | SEC ↗ |
| 9 | Marshall Wace ✦ | 165.90K | Nuevo | $15.71M | 0.0% | New | 1 | SEC ↗ |
| 10 | Gotham Asset Management ✦ | 148.77K | +59.3% | $14.09M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 11 | AQR Capital Management ✦ | 97.24K | +38.9% | $9.21M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 12 | AQR Capital Management ✦ | 97.24K | +38.9% | $9.21M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 13 | AQR Capital Management ✦ | 97.24K | +38.9% | $9.21M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 14 | D. E. Shaw & Co. ✦ | 90.87K | +183.2% | $8.61M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 15 | Citadel Advisors ✦ | 51.77K | -48.7% | $4.90M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 16 | Citadel Advisors ✦ | 51.77K | -48.7% | $4.90M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 17 | Arrowstreet Capital ✦ | 43.47K | +138.1% | $4.12M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 18 | T. Rowe Price ✦ | 34.72K | +2.8% | $3.29M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 19 | Wellington Management ✦ | 3.71K | +5.2% | $351,243 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 20 | Wellington Management ✦ | 3.71K | +5.2% | $351,243 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 21 | Bridgewater Associates ✦ | 3.60K | -92.0% | $340,636 | 0.0% | ▼ Trim | 3 | SEC ↗ |
«Su ponderación» = la participación de la posición en el valor de renta variable 13F declarado por ese gestor — la medida de convicción. ✦ = gestor seleccionado.
Nuevos compradores
| Marshall Wace | $15.71M | 0.0% |
| Marshall Wace | $15.71M | 0.0% |
| Marshall Wace | $15.71M | 0.0% |
Posición cerrada
| Renaissance Technologies | $15.24M | era 0.0% |
| Point72 Asset Management | $3.30M | era 0.0% |
Contexto de mercado completo: entre TODOS los filers 13F (datos estructurados SEC, Q1 2026): 1 tenedores, 4.20K acciones, $68 declarado. Este es un período diferente y anterior al de las cifras del universo rastreado que figuran arriba, y ambos nunca se mezclan.
Qué otros valores suelen tener también los tenedores rastreados de este activo — recuentos de cotenencia, no relaciones fundamentales.