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Renaissance Investment Group LLC Last Quarter Change: USA Stocks, Sold Out

Renaissance Investment Group LLC quarter change: USA Stocks, Sold out

In share positions in stocks (listed in the US), from the quarter ended 2026-03-31 to 2026-06-30, Renaissance Investment Group LLC opened 7 positions, added to 24, reduced 37, sold out of 4 and left 13 unchanged. The largest increase in value was CRWD (+$11,324,375); the largest decrease was LDOS (-$3,764,349).

  • ZTS: Country of operation United States; Class CL A; Shares 2026-03-31 19,153; Shares 2026-06-30 0.
  • META: Country of operation United States; Class CL A; Shares 2026-03-31 2,630; Shares 2026-06-30 0.
  • LHX: Country of operation United States; Class COM; Shares 2026-03-31 620; Shares 2026-06-30 0.
  • HONZZZZ: Country of operation —; Class COM; Shares 2026-03-31 941; Shares 2026-06-30 0.

Two Form 13F-HR filings compared (SEC CIK 1509508): 2026-03-31 (filed 2026-04-15) and 2026-06-30 (filed 2026-07-08). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move; share change is the position change.

StockCountry of operationClassShares 2026-03-31Shares 2026-06-30Share changeValue 2026-03-31Value 2026-06-30Value change
ZTS
ZOETIS INC
United StatesCL A19,1530-19,153$2,264,080$0-$2,264,080
META
META PLATFORMS INC
United StatesCL A2,6300-2,630$1,504,848$0-$1,504,848
LHX
L3HARRIS TECHNOLOGIES INC
United StatesCOM6200-620$213,993$0-$213,993
HONZZZZ
HONEYWELL INTL INC
COM9410-941$212,625$0-$212,625

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