Palestra Capital Management’s L3Harris LHX Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q4
Sell
-266,194
Closed -$45.2M 34
2020
Q3
$45.2M Sell
266,194
-809,871
-75% -$138M 1.05% 26
2020
Q2
$183M Sell
1,076,065
-160,160
-13% -$27.2M 4.58% 9
2020
Q1
$223M Buy
1,236,225
+544,350
+79% +$98M 7.22% 3
2019
Q4
$137M Buy
691,875
+125,705
+22% +$24.9M 4.07% 14
2019
Q3
$118M Buy
+566,170
New +$118M 3.9% 14