← Top Holdings

LHXL3Harris Technologies, Inc.

CUSIP: 502431109

6

Guru Owners

$224.1M

Total Value Held

763,348

Total Shares

Investor	Fund	Shares	Value▼	% of Portfolio	Rpt Price	Period
Donald Yacktman	Yacktman Asset Management	408227	$119.8M	1.68%	$293.57	Q4 2025
David Tepper	Appaloosa Management	295000	$86.6M	1.25%	$293.57	Q4 2025
David Katz	Matrix Asset Advisors	40674	$11.9M	1.08%	$293.57	Q4 2025
Robert Olstein	Olstein Capital Management	12600	$3.7M	0.76%	$293.57	Q4 2025
Ray Dalio	Bridgewater Associates	5814	$1.7M	0.01%	$293.57	Q4 2025
Mairs & Power	Mairs & Power	1033	$303K	0.00%	$293.57	Q4 2025

Donald Yacktman

$119.8M

1.68%

$86.6M

1.25%

$11.9M

1.08%

$3.7M

0.76%

$1.7M

0.01%

$303K

0.00%

📊 Fundamentals

Market Cap$68.6B

P/E Ratio42.9x

Above market avg

Forward P/E26.9x

P/FCF25.1x

EPS (TTM)$8.54

Revenue (TTM)$21.9B

Profit Margin7.34%

Div Yield1.36%

Beta0.61

52-Week Range

$195.72

$379.23

Current: $366.61

Data from Yahoo Finance · refreshed every 4 hours

💡 Trades at 42.9x trailing earnings → 26.9x forward · 7.3% profit margin

📊 Holdings Over Time

How superinvestor ownership has changed across quarters

Quarter-by-Quarter Activity

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

Q3 '243 owners · $171.5M

REDUCEDDonald Yacktman$152.4M

REDUCEDDavid Katz$13.6M

REDUCEDRobert Olstein$5.5M

💰 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. 7.6%

0%100%

Growth Decay Rate

15%

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

Terminal Growth Rate

3.0%

0%5%

FCF Margin

12.5%current: 12.5%

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 6 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