Position in LMB
as of Mar 31, 2026
· filed May 11, 2026
Position Value
$3,132,614
-$598,034 QoQ
Shares Held
40,136
-16.2% QoQ
Ownership
0.337%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in LMB Over Time
Shares Held
Position Value (USD)
Position in Building Products & Equipment
Industrials · as of Mar 31, 2026WELLS FARGO & COMPANY/MN holds $1,104,830,537 across 30 Building Products & Equipment names. LMB ranks #15 (0.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TT |
Trane Technologies plc
|
716,742 | $298,695,058 | |
| 2 | JCI |
Johnson Controls International plc
|
1,589,628 | $208,161,784 | |
| 3 | CSL |
Carlisle Companies Inc
|
603,653 | $201,390,712 | |
| 4 | CARR |
CARRIER GLOBAL Corp
|
1,800,042 | $101,360,363 | |
| 5 | LII |
Lennox International Inc
|
183,938 | $85,371,142 | |
| 6 | BLDR |
Builders FirstSource, Inc.
|
424,456 | $34,945,461 | |
| 7 | OC |
Owens Corning
|
277,093 | $29,987,003 | |
| 8 | AWI |
Armstrong World Industries Inc
|
164,353 | $27,085,374 |
All Filings in LMB
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $3,132,614 | 40,136 | Shares | Defined | 2026-05-11 | |
| 2025-12-31 | $3,730,648 | 47,921 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $1,819,154 | 18,731 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $875,764 | 6,251 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $391,412 | 5,256 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $440,016 | 5,144 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $266,523 | 3,518 | Shares | Defined | 2024-11-13 | |
| 2024-06-30 | $207,282 | 3,641 | Shares | Defined | 2024-08-13 | |
| 2024-03-31 | $146,502 | 3,537 | Shares | Defined | 2024-05-10 | |
| 2023-12-31 | $135,091 | 2,971 | Shares | Defined | 2024-02-09 | |
| 2023-09-30 | $76,215 | 2,402 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $93,182 | 3,768 | Shares | Defined | 2023-08-15 | |
| 2023-03-31 | $4,549 | 263 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $2,727 | 262 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $1,976 | 260 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $1,393 | 261 | Shares | Defined | 2022-08-12 | |
| 2022-03-31 | $1,772 | 255 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $6,795 | 755 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $4,998 | 755 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $6,917 | 747 | Shares | Defined | 2021-08-16 | |
| 2021-03-31 | $57,509 | 5,446 | Shares | Defined | 2021-05-13 | |
| 2020-12-31 | $52,168 | 4,231 | Shares | Defined | 2021-02-09 | |
| 2020-09-30 | $18,521 | 1,731 | Shares | Defined | 2020-11-05 | |
| 2020-06-30 | $2,738 | 740 | Shares | Defined | 2020-08-13 | |
| 2020-03-31 | $2,109 | 740 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||