LHX β€” L3HARRIS TECHNOLOGIES INC

Ownership history in Interval Partners, LP  Β·  7 quarters on record

This page tracks every 13F SEC filing in which Interval Partners, LP reported a position in L3HARRIS TECHNOLOGIES INC (LHX). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price β€” sourced directly from SEC EDGAR 13F filings.

πŸ” Peak position
0.39% (2023 Q2)
πŸ“Š Avg. % of fund
0.26%
πŸ“… First filed
2023 Q2
πŸ“… Last filed
2025 Q3
⏱ Quarters held
7

Position Intelligence

Interval Partners, LP Γ— LHX AI Analytics

πŸ“ˆ Interval Partners, LP outperformed the S&P 500 by +5.7% annually on this LHX position. Timing score: 50% (3/6 decisions correct). Average cost basis: $209.28. Maximum drawdown during holding period: –10.5%.

πŸ“ˆ Position Alpha vs SPY
+5.7%
annualised excess return

πŸ”₯ Exceptional β€” beat the S&P 500 by 5.7% per year on this position.
6 quarters analyzed

⏱️ Timing Score
50%

➑️ Neutral timing β€” roughly coin-flip accuracy on add/trim calls.
3 of 6 add/trim decisions correct

πŸ’° Entry Quality
$209.28
+44.8% vs current ($303.09)

Best entry: $185.25 (2023 Q2)  Β·  Worst: $247.84 (2025 Q2)

πŸ›‘οΈ Drawdown Resilience
–10.5%
max drawdown while held

πŸ’Ž No drawdown exceeding 20% during the holding period β€” exceptionally stable.

πŸ’ͺ Fund Conviction
57%
buy-side decisions

4 adds Β· 3 trims. Bought during 0 of 1 down-price quarters. πŸ“ˆ More buys than sells across the holding period.

πŸ“‘ Position Trajectory
β†’ Stable
last 4–5 quarters trend

βš–οΈ Portfolio weight has remained relatively stable β€” conviction maintained.
Currently 0.1% of portfolio

⚠ Based on quarterly 13F SEC filings and end-of-quarter closing prices. Timing score = accuracy of add/trim decisions vs next-quarter price direction. Alpha = mean quarterly excess return Γ— 4 (annualised). Not investment advice.

% of Fund (quarterly)    LHX price (monthly, adj. close)
πŸ“‹ Quarterly Holdings History 7 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 REDUCED 20,702 -63,546 -75.4% 0.10% $6.3M $303.09
2025 Q2 ADDED 84,248 +13,109 +18.4% 0.36% $21.1M $247.84
2024 Q3 ADDED 71,139 +36,091 +103.0% 0.38% $16.9M $231.50
2024 Q2 ADDED 35,048 +1,323 +3.9% 0.17% $7.9M $217.47
2023 Q4 REDUCED 33,725 -5,272 -13.5% 0.20% $7.1M $201.82
2023 Q3 REDUCED 38,997 -15,883 -28.9% 0.20% $6.8M $165.83
2023 Q2 INITIATED 54,880 β€” β€” 0.39% $10.7M $185.25
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