L3Harris Technologies (LHX) Rallied Following the Demand Surge
Diamond Hill Capital, an investment management company, released its “Large Cap Fund” third-quarter 2025 investor letter. A copy of the letter can be downloaded here.
| No. | Hedge Fund | Shares | Value | Activity | % Port |
|---|---|---|---|---|---|
| 1. | Diamond Hill Capital Ric Dillon | 1,123,623 | $343,165,700 | -10% | 1.63% |
| 2. | Balyasny Asset Management Dmitry Balyasny | 1,101,285 | $336,343,452 | +43% | 0.43% |
| 3. | Arrowstreet Capital Peter Rathjens, Bruce Clarke And John Campbell | 664,529 | $202,953,802 | +2% | 0.13% |
| 4. | Two Sigma Advisors John Overdeck And David Siegel | 545,500 | $166,601,155 | +2549% | 0.33% |
| 5. | Yacktman Asset Management Donald Yacktman | 416,780 | $127,288,780 | -20% | 1.75% |
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $213.39 | 1,250 | $266,737.50 | 2,793 | 2024-03-15 | Filing | |
| $215.35 | 1,250 | $269,187.50 | 1,543 | 2024-03-14 | Filing | |
| $191.45 | 161 | $30,823.45 | 199 | 2020-04-23 | Filing | |
| $161.37 | 16 | $2,581.92 | 281 | 2020-03-17 | Filing | |
| $211.66 | 10 | $2,116.60 | 265 | 2020-01-10 | Filing |
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $301.05 | 14,171 | $4,266,179.55 | 144,426 | 2025-11-13 | Filing | |
| $279.90 | 83,000 | $23,231,700.00 | 145,578 | 2025-09-12 | Filing | |
| $269.52 | 40,138 | $10,817,993.76 | 145,578 | 2025-08-11 | Filing | |
| $271.14 | 72,000 | $19,522,080.00 | 145,578 | 2025-07-29 | Filing | |
| $248.48 | 33,061 | $8,214,997.28 | 145,572 | 2025-06-12 | Filing |
| No. | Name | Shares | Value | % Port |
|---|---|---|---|---|
| 1. | 23,219,851 | $7,091,574,704 | 0.11% | |
| 2. | 16,578,345 | $5,063,192,499 | 0.09% | |
| 3. | 11,315,509 | $3,455,860,416 | 0.47% | |
| 4. | 8,777,926 | $2,680,866,380 | 0.09% | |
| 5. | 5,040,283 | $1,533,349,626 | 0.1% |