Equity Research Database

Institutional Investment Pitches

Explore thousands of hedge fund pitches, high-conviction equity research memos, and portfolio manager commentary extracted from quarterly letters.

Home Letters Funds Account

Kennedy Capital Management Mid Cap Value's investment thesis on Lear Corporation ($LEA) — Q3 2025 | Buyside Digest

All Pitches

View Letter Analysis

$LEANYSELear Corporation

BULL

Kennedy Capital Management Mid Cap Value—LEA

Fund Letter

Q3 2025

Published September 30, 2025

View Fund Profile

$121.56USD

-9.7% vs last month

$103.99Pitched

+16.9% since pitch

Market Cap$8.1B

P/E (TTM)N/A

52-Wk RangeN/A

Div. YieldN/A

Technical Chart

From the Fund Letter

In Q3 2025, the Kennedy Capital Mid Cap Value (MCV) composite returned 2.67% (net), underperforming the Russell Midcap Value Index (RMV), which rose 6.18%. The underperformance was...

— Chris McDonald

BSD Research Exclusive

Unlock Full Institutional Investment Theses

Full equity research memos, financial breakdowns, and hedge fund thesis write-ups are reserved for BSD Research ($55/mo) and Pro subscribers.

6,000+ Institutional Pitches

Proprietary AI Analysis

100 Letter Unlocks/Cycle

SUBSCRIBE TO BSD RESEARCH ($55/MO)Compare All Plans

Already a Research or Pro subscriber? Sign In

◆ Keep Reading

What other investors think about $LEA, and what else Kennedy Capital Management Mid Cap Value is buying.

Other pitches on $LEA

Other investors who've written on Lear Corporation

No other institutional pitches found for this ticker yet.

View all $LEA pitches →