Kodai Capital Management’s Lennox International LII Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-146,008	Closed	-$88.2M	–	145
2024 Q3	$88.2M	Sell	146,008 -100,100	-41%	-$60.5M	1.83%	13
2024 Q2	$132M	Buy	246,108 +43,069	+21%	+$23M	2.51%	10
2024 Q1	$99.2M	Buy	203,039 +118,056	+139%	+$57.7M	2.32%	13
2023 Q4	$38M	Buy	+84,983	New	+$38M	0.78%	45