← Top Holdings

LHXL3Harris Technologies Inc

CUSIP: 502431109

5

Guru Owners

$215.6M

Total Value Held

632,824

Total Shares

Investor	Fund	Shares	Value▼	% of Portfolio	Rpt Price	Period
Donald Yacktman	Yacktman Asset Management	407875	$140.8M	1.88%	$345.15	Q1 2026
David Tepper	Appaloosa Management	198000	$68.3M	1.15%	$345.15	Q1 2026
Ray Dalio	Bridgewater Associates	17816	$6.1M	0.03%	$345.15	Q1 2026
Mairs & Power	Mairs & Power	1033	$357K	0.00%	$345.15	Q1 2026
Robert Olstein	Olstein Capital Management	8100	$3K	0.61%	$0.35	Q1 2026

Donald Yacktman

$140.8M

1.88%

$68.3M

1.15%

$6.1M

0.03%

$357K

0.00%

$3K

0.61%

📊 Fundamentals

Market Cap$54.5B

P/E Ratio31.8x

Above market avg

Forward P/E21.4x

EPS (TTM)$9.22

Revenue (TTM)$12.9B

Profit Margin10.37%

Div Yield1.69%

Beta0.75

52-Week Range

$256.01

$379.23

Current: $292.74

Data from Yahoo Finance · refreshed every 4 hours

💡 Trades at 31.8x trailing earnings → 21.4x forward · 10.4% profit margin

📊 Holdings Over Time

How superinvestor ownership has changed across quarters

Quarter-by-Quarter Activity

Q1 '265 owners · $215.6M

REDUCEDDonald Yacktman$140.8M

REDUCEDDavid Tepper$68.3M

REDUCEDRay Dalio$6.1M

INCREASEDRobert Olstein$3K

Q4 '256 owners · $224.1M

REDUCEDDonald Yacktman$119.8M

REDUCEDDavid Tepper$86.6M

REDUCEDDavid Katz$11.9M

NEWRay Dalio$1.7M

REDUCEDMairs & Power$303K

SOLDBill Nygren

Q3 '256 owners · $236.0M

REDUCEDDonald Yacktman$127.3M

REDUCEDDavid Tepper$91.6M

REDUCEDDavid Katz$12.7M

REDUCEDRobert Olstein$3.8M

NEWMairs & Power$321K

NEWBill Nygren$218K

Q2 '254 owners · $238.3M

REDUCEDDonald Yacktman$130.3M

INCREASEDDavid Tepper$87.8M

REDUCEDDavid Katz$13.9M

REDUCEDRobert Olstein$6.3M

Q1 '254 owners · $197.5M

REDUCEDDonald Yacktman$115.2M

NEWDavid Tepper$62.8M

INCREASEDDavid Katz$11.8M

INCREASEDRobert Olstein$7.6M

Q4 '243 owners · $144.2M

REDUCEDDonald Yacktman$126.4M

REDUCEDDavid Katz$11.8M

INCREASEDRobert Olstein$5.9M

💰 DCF Calculator

DCF model · 10-yr forecast

Estimates depend entirely on your assumptions. Adjust the inputs below to explore scenarios.

📊 Adjust the assumptions below to calculate an estimated fair value

Projection Period

Revenue Growth Rate

8%analyst est. 8.0%

0%100%

Growth Decay Rate

15%

0% (no decay)50% (fast decay)

Terminal Growth Rate

3.0%

0%5%

FCF Margin

8.3%current: 8.3%

1%50%

Discount Rate (WACC)

8.0%typical: 8% large caps · 10% growth

5%20%

Model: 10-year DCF · 3.0% terminal growth · Based on Yahoo Finance data

🏛️ Congressional Trades

LHX: Held by 5 superinvestors · 9 congress member trades

BUYRich McCormickR

$1,001 - $15,0002025-11-05

SELLRitchie TorresD

$1,001 - $15,0002025-07-11

BUYGil CisnerosD

$1,001 - $15,0002025-05-30

BUYMarkwayne MullinR

$15,001 - $50,0002025-05-13

SELLJulie JohnsonD

$1,001 - $15,0002025-04-07

SELLJulie JohnsonD

$1,001 - $15,0002025-04-01

SELLGreg LandsmanD

$1,001 - $15,0002025-03-27

BUYMarkwayne MullinR

$15,001 - $50,0002025-02-13

BUYRich McCormickR

$1,001 - $15,0002023-03-15