Position in LII
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$407,940
-$49,692 QoQ
Shares Held
712
-27.8% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.32%
of 13F equity value
Holder Rank
#413
of 650 holders
Holding Since
Dec 2024
7 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, 2026Atala Financial Inc holds $650,482 across 2 Building Products & Equipment names. LII ranks #1 (62.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LII |
Lennox International Inc
This page
|
712 | $407,940 | |
| 2 | JCI |
Johnson Controls International plc
|
1,660 | $242,542 |
All Filings in LII
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $407,940 | 712 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $457,632 | 986 | Shares | Sole | 2026-04-10 | |
| 2025-12-31 | $470,527 | 969 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $512,949 | 969 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $555,469 | 969 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $543,444 | 969 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $590,411 | 969 | Shares | Sole | 2025-02-10 | |
| No filing history on record for this holder in this stock. | ||||||