LHX
L3harris Technologies Inc
5 super-investors hold LHX worth a combined $236M. The largest position: Yacktman Asset Management at 1.9% of their portfolio. This quarter the cohort logged 0 buys and 1 sell on the name. Cohort Conviction Score: 24 — ranked #568 of 724 scored stocks.
Why super-investors own LHX
Yacktman Asset Management dominates the cohort's $236M combined stake, holding $141M at 1.9% of its portfolio — the highest concentration among the five owners and the defining reason this position registers at all. David Tepper is the second-largest holder at $68M (1.2%), though he trimmed in 2026Q1, the only activity across the cohort this quarter. Joel Greenblatt holds $24M but at a negligible portfolio weight. Interest has been flat for at least two years, with the owner count stuck at one before expanding quietly to five, and no new entrants this quarter. The overall picture is a thinly held, Yacktman-anchored position with fading marginal conviction from Tepper.
AI-synthesized from 13F filings. Not investment advice.
Cohort owners over time
2025Q1 → 2026Q1How many of the cohort members held this stock each quarter.
Owners (5) · click any column to sort
| #↑ | Manager | % Port. | History | Value | Shares |
|---|---|---|---|---|---|
| 1 | Yacktman Asset Management | 1.9% | 21q | $141M | 407,875 |
| 2 | David Tepper | 1.2% | 5q | $68M | 198,000 |
| 3 | Joel Greenblatt | <0.1% | 27q | $24M | 69,772 |
| 4 | Robert Olstein | 0.6% | 21q | $3M | 8,100 |
| 5 | Mairs & Power Funds | <0.1% | 3q | $357K | 1,033 |
Owners of LHX also hold
Recent activity (1)
| Manager | Move | % Port. | Δ Shares | Value | Filed |
|---|---|---|---|---|---|
| David Tepper | TRIM | 1.2% | -33% | $68M | May 15, 2026 |
Long US equity 13F-HR filings only. CUSIP 502431109. Not investment advice.