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Lennox International Inc.

LII Industrials
$479.91 $-13.42 (-2.72%)
Market Cap: $16.7 B
Gurus Holding
8
Popularity Rank
#718
% of Shares Held
5.12%
Net Activity (Q1 2026)
+$442.33 M

Guru Ownership Trend

Guru Analysis for Lennox International Inc. (LII)

Lennox International Inc. (LII), a key player in the Industrials sector, continues to attract institutional attention.

As of Q1 2026, a total of 8 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $855.6 M.

Top institutional holders include Andreas Halvorsen and Steven Cohen.

Institutional sentiment is currently Strongly Bullish. This is evidenced by a $442.33 M net inflow during the quarter.

Recent activity highlights Paul Tudor Jones who dramatically increased their stake. Conversely, Jefferies Group reduced exposure by 96.5%.

Key Holders

Top 5 by Value

$729.81 M
$28.47 M
$19.07 M
$17.43 M
$17.19 M

Top 5 by Conviction

Recent Activity Breakdown (Q1 2026)

+$475.35 M
Total Buy Value
New Buys 0
Additions 5
-$33.02 M
Total Sell Value
Reductions 3
Sold Out 2

Guru Consensus (Q1 2026)

Based on recent activity
Net Sellers
5
Net Buyers
5

FAQs for Lennox International Inc. (LII)

Major holders include Andreas Halvorsen ($729.81 M), Steven Cohen ($28.47 M), Ken Fisher ($19.07 M). According to the latest reported data, 8 tracked investment managers collectively hold approximately 1.78 M shares.

According to the latest 13F reporting period, sentiment appears Bullish (Net Buying). There was a net inflow of $442.33 M, with 5 managers increasing positions and 5 managers reducing holdings.

During the most recent reporting period, 3 managers trimmed their positions, while 2 fully exited LII. The total reported sell value was $33.02 M.

Yes, 0 managers opened new positions in LII, and 5 increased their existing holdings. The total reported buy value was $475.35 M.

Portfolio Manager % Portfolio Activity Shares Value Report Date
2.04% Add 153.1% 1,572,419 $729.81 M Q1 2026
0.04% Reduce -11.8% 61,340 $28.47 M Q1 2026
0.01% Add 29.7% 41,084 $19.07 M Q1 2026
0.03% Add 4281.7% 37,551 $17.43 M Q1 2026
0.01% Add 65.2% 37,744 $17.19 M Q1 2026
0.04% Add 86.4% 26,621 $12.36 M Q1 2026
0.01% Reduce -67.2% 4,980 $2.31 M Q1 2026
0.00% Reduce -96.5% 1,100 $510,543 Q1 2026
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