SEC 13F Intelligence

Renaissance Investment Group LLC / LDOS

Renaissance Investment Group LLC’s Leidos Holdings Inc Position

Does Renaissance Investment Group LLC own Leidos Holdings Inc (LDOS)? Yes71.5K shares worth $7M (+1.45% of its 13F portfolio) as of Q2 2026, down from 71.5K shares the prior filed quarter.

Position Value
$7M
Q2 2026
Shares
71.5K
% of Portfolio
+1.45%
Quarters Held
25
currently held

Position History LDOS

Reported value by quarter
Q2 ’20: $3MQ2 ’20Q3 ’20: $3MQ4 ’20: $5MQ1 ’21: $5MQ2 ’21: $6MQ2 ’21Q3 ’21: $6MQ4 ’21: $5MQ1 ’22: $6MQ2 ’22: $6MQ2 ’22Q3 ’22: $6MQ4 ’22: $6MQ1 ’23: $6MQ2 ’23: $6MQ2 ’23Q3 ’23: $6MQ4 ’23: $7MQ1 ’24: $9MQ2 ’24: $10MQ2 ’24Q3 ’24: $11MQ4 ’24: $10MQ1 ’25: $10MQ2 ’25: $11MQ2 ’25Q3 ’25: $14MQ4 ’25: $13MQ1 ’26: $11MQ2 ’26: $7MQ2 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q2 202671.5K$7M+1.45%
Q1 202671.5K$11M+2.39%
Q4 202571.2K$13M+2.59%
Q3 202571.7K$14M+2.75%
Q2 202572.2K$11M+2.47%
Q1 202572.0K$10M+2.36%
Q4 202469.4K$10M+2.11%
Q3 202469.4K$11M+2.35%
Q2 202468.4K$10M+2.16%
Q1 202466.5K$9M+2.00%
Q4 202365.4K$7M+1.76%
Q3 202363.8K$6M+1.64%
Q2 202363.3K$6M+1.47%
Q1 202363.1K$6M+1.63%
Q4 202261.2K$6M+1.92%
Q3 202260.0K$6M+1.80%
Q2 202259.5K$6M+1.95%
Q1 202259.6K$6M+1.80%
Q4 202154.5K$5M+1.15%
Q3 202158.1K$6M+1.42%
Q2 202157.0K$6M+1.48%
Q1 202156.6K$5M+1.50%
Q4 202047.2K$5M+1.46%
Q3 202034.7K$3M+1.03%
Q2 202031.6K$3M+1.09%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Renaissance Investment Group LLC’s full portfolio or all institutional holders of LDOS.