True North Advisors, LLC

Position in LII — Lennox International Inc

CIK 1634556 Dallas, TX

Position in LII

as of Mar 31, 2026 · filed May 7, 2026 Compact

Position Value

$76,949,040

-$4,788,641 QoQ

Shares Held

165,792

-1.5% QoQ

Ownership

0.476%

of shares outstanding

% of Portfolio

14.88%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

24 quarters on record

Voting authority Sole 0.ToString("F0")% Shared 0.ToString("F0")% None 100.ToString("F0")%

Industrials · as of Mar 31, 2026

True North Advisors, LLC holds $77,888,788 across 2 Building Products & Equipment names. LII ranks #1 (98.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)	Open
1	LII	Lennox International Inc This page	165,792	$76,949,040
2	TT	Trane Technologies plc	2,255	$939,748

24 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$76,949,040	165,792	-1.5%	Shares	Sole	2026-05-07
2025-12-31	$81,737,681	168,330	-5.3%	Shares	Sole	2026-01-22
2025-09-30	$94,081,564	177,727	-2.1%	Shares	Sole	2025-10-14
2025-06-30	$104,092,358	181,586	+0.2%	Shares	Sole	2025-07-16
2025-03-31	$101,633,051	181,219	-2.1%	Shares	Sole	2025-05-12
2024-12-31	$112,769,853	185,081	0.0%	Shares	Sole	2025-01-17
2024-09-30	$111,842,597	185,081	-1.9%	Shares	Sole	2024-10-08
2024-06-30	$100,949,656	188,698	-1.9%	Shares	Sole	2024-08-12
2024-03-31	$93,970,952	192,264	0.0%	Shares	Sole	2024-04-12
2023-12-31	$86,041,985	192,264	0.0%	Shares	Sole	2024-01-22
2023-09-30	$71,991,332	192,264	-0.7%	Shares	Sole	2023-11-14
2023-06-30	$63,148,020	193,664	-1.5%	Shares	Sole	2023-08-10
2023-03-31	$49,417,729	196,664	-1.5%	Shares	Sole	2023-05-15
2022-09-30	$44,459,182	199,664	0.0%	Shares	Sole	2022-11-14
2022-06-30	$41,248,585	199,664	0.0%	Shares	Sole	2022-07-28
2022-03-31	$51,485,359	199,664	0.0%	Shares	Sole	2022-05-12
2021-12-31	$64,763,015	199,664	+79.0%	Shares	Sole	2022-02-11
2021-09-30	$32,807,309	111,525	-3.1%	Shares	Sole	2022-06-07
2021-06-30	$40,361,995	115,057	0.0%	Shares	Sole	2022-06-07
2021-03-31	$35,850,610	115,057	0.0%	Shares	Sole	2022-06-07
2020-12-31	$31,522,166	115,057	-0.0%	Shares	Sole	2022-05-20
2020-09-30	$31,378,501	115,104	+0.9%	Shares	Sole	2022-05-20
2020-06-30	$26,574,140	114,057	0.0%	Shares	Sole	2022-05-20
2020-03-31	$20,734,422	114,057	—	Shares	Sole	2022-05-12
No filing history on record for this holder in this stock.