Follow-The-Filings

Security

LII

Lennox Intl Inc. · COM

Equity holders as of 2026 Q1 (each manager’s latest book)

13 owners 1 new 4 exits max 2.0% (Andreas Halvorsen - Vikin...)

owners 13
max % 2.0%
tracked value $3.3B
qoq N 1 A 6 R 4 E 4

holders

sorted by % of portfolio · long equity only · exits show last held size

manager % port activity shares value history
Andreas Halvorsen - Viking Global Investors LP 2026 Q1 2.0% Add +1.24 pp 1,572,419 $730M hist
Ken Griffin - Citadel Advisors LLC 2026 Q1 0.1% Add 0.00 pp 644,634 $299M hist
Israel Englander - Millennium Management LLC 2026 Q1 0.0% Reduce 0.00 pp 183,166 $85M hist
Steve Cohen - Point72 Asset Management, L.P. 2026 Q1 0.0% Reduce 0.00 pp 61,340 $28M hist
Natixis Advisors, LLC 2026 Q1 0.0% Add +0.01 pp 56,592 $26M hist
Two Sigma Investments, LP 2025 Q4 stale 0.0% Exit -0.04 pp 53,882 $26M hist
Joel Greenblatt - Gotham Asset Management, LLC 2026 Q1 0.0% Add +0.01 pp 26,621 $12M hist
Vanguard Group Inc. 2025 Q4 stale 0.0% Reduce 0.00 pp 3,751,096 $1.8B hist
Marshall Wace - Marshall Wace, LLP 2026 Q1 0.0% New 0.0% 58,517 $27M hist
Norges Bank 2025 Q4 stale 0.0% Exit -0.02 pp 341,265 $166M hist
Ken Fisher - Fisher Asset Management, LLC 2026 Q1 0.0% Add 0.00 pp 41,084 $19M hist
Cliff Asness - Aqr Capital Management LLC 2026 Q1 0.0% Add 0.00 pp 37,744 $17M hist
Ray Dalio - Bridgewater Associates, LP 2026 Q1 0.0% Reduce -0.02 pp 4,980 $2M hist
Davidson Kempner Capital Management LP exited 2026 Q1 last 2025 Q4 0.5% Exit -0.54 pp 70,000 $34M hist
D. E. Shaw & Co., Inc. exited 2026 Q1 last 2025 Q4 0.0% Exit -0.04 pp 145,446 $71M hist
Renaissance Technologies LLC exited 2026 Q1 last 2025 Q4 0.0% Exit -0.02 pp 20,220 $10M hist
Dmitry Balyasny - Balyasny Asset Management L.P. exited 2026 Q1 last 2025 Q4 0.0% Exit 0.00 pp 510 $248 hist

financials

US-GAAP annual · as tagged in Form 10-K · fiscal years · values link to the SEC filing

Income statement

Metric FY2023 FY2024 FY2025
Revenue $4.98B $5.34B $1.07B
Gross profit $1.55B $1.77B $340.9M
Gross margin * 31.1% 33.2% 31.8%
Net income $590.1M $806.9M $129.6M
Net margin * 11.8% 15.1% 12.1%

Balance sheet

Metric FY2023 FY2024 FY2025
Total current assets $1.43B $1.88B $1.9B
Total non-current assets * $1.36B $1.59B $2.18B
Total assets $2.8B $3.47B $4.08B
Total current liabilities $1.01B $1.31B $1.19B
Total non-current liabilities * $1.5B $1.31B $1.73B
Total equity $285.3M $850.2M $1.16B

Cash flow

Metric FY2023 FY2024 FY2025
Cash from operations $736.2M $945.7M $757.6M
Cash from investing -$319.7M -$174.4M -$655.6M
Cash from financing -$406.2M -$418.6M -$465.7M
Net change in cash * $10.3M $352.7M -$363.7M

ownership over time

filing count by report period · click a bar for that quarter’s holders