LongLHXSep 2026
L3Harris Technologies
ClearBridge initiated a position in L3Harris to gain exposure to growing defense technology spending. The company's broad participation across defense platforms allows investors…
LHX
Which hedge funds are long LHX?
4 published ideas on L3Harris Technologies across 3 funds — 4 long and 0 short.
L3Harris Technologies hedge fund investment theses
Each stock pitch below comes from a fund manager's own investor letter, not a 13F filing, so it carries the reasoning behind the portfolio position on L3Harris Technologies: the full investment thesis, the risks the manager flagged, the conviction level and the time horizon. Positions may have changed since the letter was written.
Funds with a position view
Long theses
LongLHXJun 2026
L3Harris Technologies, Inc.
L3Harris weakened during a broader defense-sector derating as investors questioned whether the proposed defense budget and its reconciliation package would pass Congress. A…
LongLHXJun 2026
L3Harris Technologies, Inc.
L3Harris offers exposure to missile defense, space sensing and national security programs. Recent results exceeded expectations, including 15% organic growth, healthy orders and…
LongLHXJun 2026
L3Harris Technologies, Inc.
L3Harris offers exposure to missile defense, space sensing and national security programs. Recent results exceeded expectations, including 15% organic growth, healthy orders and…