Mondrian Investment Partners LTD LHX L3Harris Tech

Ownership history in Mondrian Investment Partners LTD  ·  21 quarters on record

AI Ownership Summary

Mondrian Investment Partners LTD reported L3Harris Tech (LHX) in 21 quarterly 13F filings from 2024 Q1 through 2026 Q2. Peak portfolio weight reached 1.38% in 2024 Q2. The latest visible filing shows LHX at 1.18% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this LHX ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Mondrian Investment Partners LTD's position in L3Harris Tech, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q2

LHX was reported at 1.18% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.38% in 2024 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q1 to 2026 Q2

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Mondrian Investment Partners LTD held LHX — position size vs. price
% of Fund (quarterly)    LHX price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 9 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 ADDED 262,795 +91,509 +53.4% 1.18% $76.4M 2026-07-30 $271.90
2026 Q1 REDUCED 14.7% -15.8% 171,286 -29,401 -14.7% 0.88% $59.1M 2026-04-29 $320.10
2025 Q4 REDUCED 25.3% +18.0% 200,687 -67,880 -25.3% 0.97% $58.9M 2026-02-09 $347.97
2025 Q3 REDUCED 26.1% -2.7% 268,567 -94,977 -26.1% 1.37% $82.0M 2025-11-07 $287.29
2025 Q1 REDUCED 363,544 -6,462 -1.7% 1.30% $76.1M 2025-05-13 $213.83
2024 Q4 REDUCED 370,006 -14,206 -3.7% 1.30% $78.4M 2025-02-10 $202.98
2024 Q3 REDUCED 384,212 -12,186 -3.1% 1.38% $91.4M 2024-11-05 $243.24
2024 Q2 REDUCED 5.8% +6.5% 396,398 -24,247 -5.8% 1.38% $89.9M 2024-08-12 $220.69
2024 Q1 REDUCED 420,645 -5,897 -1.4% 1.23% $89.6M 2024-05-07 $207.17
12 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About Mondrian Investment Partners LTD and LHX

These are the practical questions this page is built to answer before you even open the full history table.

How long has Mondrian Investment Partners LTD reported owning LHX?

Mondrian Investment Partners LTD reported LHX across 9 quarterly 13F filings, from 2024 Q1 through 2026 Q2.

What was the largest reported LHX position in Mondrian Investment Partners LTD's portfolio?

The largest reported portfolio weight for LHX was 1.38% in 2024 Q2.

What is the latest reported LHX position on this page?

The most recent filing on this page is 2026 Q2, when Mondrian Investment Partners LTD reported 262,795 shares, equal to 1.18% of portfolio, with an estimated market value of $76.4M.

What does the chart on this LHX ownership page compare?

The chart compares Mondrian Investment Partners LTD's quarterly LHX portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Mondrian Investment Partners LTD time their LHX position?

Based on 13F filing dates vs. subsequent LHX price moves, Mondrian Investment Partners LTD correctly timed 9 out of 16 reported position changes (56%). The annualised alpha on LHX relative to SPY over the holding period was -5.9%.

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