Position in LII
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$151,258
+$150,685 QoQ
Shares Held
264
+26300.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.14%
of 13F equity value
Holder Rank
#507
of 650 holders
Holding Since
Dec 2024
4 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in LII Over Time
Shares Held
Position Value (USD)
Position in Building Products & Equipment
Industrials · as of Jun 30, 2026Bayforest Capital Ltd holds $747,793 across 9 Building Products & Equipment names. LII ranks #2 (20.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GFF |
Griffon Corp
|
3,669 | $357,837 | |
| 2 | LII |
Lennox International Inc
This page
|
264 | $151,258 | |
| 3 | MAS |
Masco Corp /De/
|
754 | $61,352 | |
| 4 | AAON |
Aaon, Inc.
|
398 | $50,490 | |
| 5 | OC |
Owens Corning
|
181 | $28,771 | |
| 6 | CARR |
CARRIER GLOBAL Corp
|
374 | $27,432 | |
| 7 | TT |
Trane Technologies plc
|
55 | $27,013 | |
| 8 | TREX |
Trex Co Inc
|
481 | $24,069 |
All Filings in LII
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $151,258 | 264 | Shares | Sole | 2026-08-05 | |
| 2025-06-30 | $573 | 1 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $572,607 | 1,021 | Shares | Sole | 2025-05-19 | |
| 2024-12-31 | $578,835 | 950 | Shares | Sole | 2025-02-14 | |
| No filing history on record for this holder in this stock. | ||||||