Portfolio changes · featured 13Fs
Activity
Moves in LHX across featured managers — New / Exit / Add / Reduce.
LHX · all sizes
6 shown · all sizes · open ticker or manager
| ticker | action | manager | Δ weight | detail | period |
|---|---|---|---|---|---|
| 14 Aug 2 | |||||
| LHX | Exit | David Tepper - Appaloosa | −1.15% | was 1.2% | Q1→Q2 |
| LHX | Add | Cathie Wood - Ark Investment Management | −0.23% | +10.6% sh | Q1→Q2 |
| 12 Aug 1 | |||||
| LHX | Exit | Senator Investment Group | −1.43% | was 1.4% | Q1→Q2 |
| 11 Aug 1 | |||||
| LHX | Add | Don Yacktman - Yacktman Asset Management | −0.39% | +1.4% sh | Q1→Q2 |
| 10 Jul 1 | |||||
| LHX | Add | Kentucky Trust Co. - Kentucky Trust | 0.00% | +66.7% sh | Q1→Q2 |
| 21 Apr 1 | |||||
| LHX | Reduce | Robert Olstein - Olstein Capital Management | −0.15% | −35.7% sh | 2025Q4→2026Q1 |
As-filed 13F long equity only (options excluded). Default signal: New/Exit always Add/Reduce need |Δ weight| ≥ 1%. Managers Newest 13Fs Home