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Lennox International Inc.

LII Industrials
$464.13 +$21.44 (4.84%)
Market Cap: $16.15 B
Gurus Holding
10
Popularity Rank
#474
% of Shares Held
2.38%
Net Activity (Q4 2025)
-$23.29 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 Q4 2025, a total of 10 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $384.56 M.

Top institutional holders include Andreas Halvorsen and Steven Cohen.

Institutional sentiment is currently Slightly Bearish. This is evidenced by a $23.29 M net outflow during the quarter.

Recent activity highlights Jefferies Group who dramatically increased their stake. Conversely, Paul Tudor Jones reduced exposure by 97.8%.

Key Holders

Top 5 by Value

$33.76 M
$15.39 M
$15.38 M
$11.09 M

Top 5 by Conviction

Recent Activity Breakdown (Q4 2025)

+$352.43 M
Total Buy Value
New Buys 2
Additions 3
-$375.72 M
Total Sell Value
Reductions 4
Sold Out 0

Guru Consensus (Q4 2025)

Based on recent activity
Net Sellers
4
Net Buyers
5

FAQs for Lennox International Inc. (LII)

Major holders include Andreas Halvorsen ($301.7 M), Steven Cohen ($33.76 M), Ken Fisher ($15.39 M). According to the latest reported data, 10 tracked investment managers collectively hold approximately 828,564 shares.

According to the latest 13F reporting period, sentiment appears Bearish (Net Selling). There was a net outflow of $23.29 M, with 5 managers increasing positions and 4 managers reducing holdings.

During the most recent reporting period, 4 managers trimmed their positions, while 0 fully exited LII. The total reported sell value was $375.72 M.

Yes, 2 managers opened new positions in LII, and 3 increased their existing holdings. The total reported buy value was $352.43 M.

Portfolio Manager % Portfolio Activity Shares Value Report Date
0.80% New Buy 621,311 $301.7 M Q4 2025
0.04% New Buy 69,527 $33.76 M Q4 2025
0.01% Reduce -94.7% 31,684 $15.39 M Q4 2025
0.08% Add 3899.1% 31,673 $15.38 M Q4 2025
0.01% Reduce -86.0% 22,843 $11.09 M Q4 2025
0.02% Reduce -58.2% 20,220 $9.82 M Q4 2025
0.03% Add 17.7% 15,188 $7.37 M Q4 2025
0.03% Add 14.4% 14,284 $6.94 M Q4 2025
0.00% 977 $474,412 Q4 2025
0.00% Reduce -97.8% 857 $416,142 Q4 2025
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