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Sagewood Asset Management’s Lennox International LII Stock Holding History

Sagewood Asset Management’s Portfolio LII Stock Details LII Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$282K Buy
608
+39
+7% +$20.1K 0.09% 238
2025
Q4 		$276K Buy
+569
New +$285K 0.1% 188

Other funds holding LII

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Viking Global Investors
Viking Global Investors Stamford, Connecticut $35.7B AUM 21.3% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Sagewood Asset Management's LII Position: Q1 2026 in Review

Sagewood Asset Management increased its Lennox International (LII) stake by 6.9% in Q1 2026, buying an estimated $20.1K and bringing the position to 608 shares worth $282K. The position accounts for 0.09% of the portfolio, ranked #238.

Sagewood Asset Management first reported a position in LII in Q4 2025 and has held it in 2 quarters since. 627 funds tracked by Wall St. Rank hold LII as of Q1 2026.

  • Sagewood Asset Management held 608 shares of Lennox International worth $282K as of Q1 2026.
  • Sagewood Asset Management bought 39 Lennox International shares in Q1 2026, an estimated $20.1K.
  • Lennox International made up 0.09% of Sagewood Asset Management's portfolio in Q1 2026, its #238 holding.
  • Sagewood Asset Management first reported a position in Lennox International in Q4 2025 and has held it in 2 quarters since.
  • 627 funds tracked by Wall St. Rank held Lennox International as of Q1 2026.

Based on Sagewood Asset Management's 13F filing for Q1 2026, filed 13 May 2026.