David Tepper's Appaloosa Management sold its entire L3Harris Technologies Inc (LHX) position in 2026 Q2, according to the 13F-HR filed with the SEC on August 14, 2026. The prior filing listed 198K shares worth about $68.3M, 1.15% of the portfolio; the 2026 Q2 filing lists none. LHX had been in the portfolio for about 1 year, since the quarter ended March 31, 2025.
What did the 2026 Q2 filing report for LHX?
As of June 30, 2026, from the 13F-HR filed August 14, 2026.
| Before | After | |
|---|---|---|
| Shares | 198K | 0 |
| Reported value | $68.3M | $0 |
| Portfolio weight | 1.15% | 0% |
| Held since | 2025 Q1 | sold out in 2026 Q2 |
| Quarters held | 5 |
What did David Tepper sell?
David Tepper sold 198K shares of LHX between the quarter ended March 31, 2026 and June 30, 2026. The LHX exit was the 13th largest of the quarter's 34 position changes by percent change to portfolio.
Where does LHX sit in the David Tepper portfolio?
Before the sale, LHX carried 1.15% of the David Tepper portfolio, below the fund's average stock position of 4%. The largest stock position is AMZN at 15.95%. Next come MU at 15.06% and TSM at 10.55%. The three largest stocks together are 41.56% of the book. Across the 2026 Q2 portfolio, David Tepper reported 25 stock positions, with 6 opened and 12 closed. The total portfolio value is about $7.5B, up 26% from the prior quarter.
How long has David Tepper held LHX?
David Tepper held LHX for about 1 year, from the quarter ended March 31, 2025 to March 31, 2026. The weight peaked at 1.36% in 2025 Q2. Last quarter the fund had already cut the position by 33%, so the exit finishes a two-quarter unwind. Every reported trade is on the David Tepper LHX trade history page.
FAQ
How many LHX shares did David Tepper sell?
David Tepper sold all 198K shares of LHX it reported a quarter earlier, worth about $68.3M.
When did David Tepper first buy LHX?
David Tepper first reported LHX in the quarter ended March 31, 2025.
How much of the David Tepper portfolio was LHX?
LHX was 1.15% of the David Tepper portfolio at the prior quarter-end, and 0% after the sale.