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Equibles

True North Advisors, LLC

Position in LII — Lennox International Inc

CIK 1634556 Dallas, TX
Back to LII Full portfolio

Position in LII

as of Jun 30, 2026 · filed Jul 22, 2026
Position Value
$92,307,974
+$15,358,934 QoQ
Shares Held
161,110
-2.8% QoQ
Ownership
0.463%
of shares outstanding
% of Portfolio
14.60%
of 13F equity value
Holder Rank
#30
of 654 holders
Holding Since
Mar 2020
25 quarters on record
Voting authority Sole 0% Shared 0% None 100%

Common Shares in LII Over Time

Shares Held

Position Value (USD)

Position in Building Products & Equipment

Industrials · as of Jun 30, 2026

True North Advisors, LLC holds $93,445,991 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 		161,110 $92,307,974
2 TT
Trane Technologies plc
 2,317 $1,138,017

All Filings in LII

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25 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $92,307,974 161,110
2026-03-31 $76,949,040 165,792
2025-12-31 $81,737,681 168,330
2025-09-30 $94,081,564 177,727
2025-06-30 $104,092,358 181,586
2025-03-31 $101,633,051 181,219
2024-12-31 $112,769,853 185,081
2024-09-30 $111,842,597 185,081
2024-06-30 $100,949,656 188,698
2024-03-31 $93,970,952 192,264
2023-12-31 $86,041,985 192,264
2023-09-30 $71,991,332 192,264
2023-06-30 $63,148,020 193,664
2023-03-31 $49,417,729 196,664
2022-09-30 $44,459,182 199,664
2022-06-30 $41,248,585 199,664
2022-03-31 $51,485,359 199,664
2021-12-31 $64,763,015 199,664
2021-09-30 $32,807,309 111,525
2021-06-30 $40,361,995 115,057
2021-03-31 $35,850,610 115,057
2020-12-31 $31,522,166 115,057
2020-09-30 $31,378,501 115,104
2020-06-30 $26,574,140 114,057
2020-03-31 $20,734,422 114,057