Tortoise Investment Management’s Lennox International LII Stock Holding History

Tortoise Investment 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
2025 Q4	–	Sell	-9	Closed	-$4.76K	–	895
2025 Q3	$4.76K	Buy	9 +2	+29%	+$1.17K	﹤0.01%	705
2025 Q2	$4.01K	Buy	7 +3	+75%	+$1.68K	﹤0.01%	682
2025 Q1	$2.24K	Sell	4 -167	-98%	-$101K	﹤0.01%	698
2024 Q4	$104K	Buy	171 +72	+73%	+$45K	0.01%	304
2024 Q3	$59.8K	Buy	99 +11	+13%	+$6.28K	0.01%	383
2024 Q2	$47.1K	Buy	88 +36	+69%	+$17.7K	0.01%	394
2024 Q1	$25.4K	Buy	+52	New	+$23.6K	﹤0.01%	478
2020 Q1	–	Sell	-39	Closed	-$10K	–	585
2019 Q4	$10K	Hold	39	–	–	﹤0.01%	410
2019 Q3	$9K	Hold	39	–	–	﹤0.01%	414
2019 Q2	$11K	Hold	39	–	–	﹤0.01%	416
2019 Q1	$10K	Buy	+39	New	+$9.32K	﹤0.01%	409

Other funds holding LII

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Viking Global Investors Stamford, Connecticut $35.1B AUM 21.36% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

Tortoise Investment Management's LII Position: Q4 2025 in Review

Tortoise Investment Management sold out of Lennox International (LII) in Q4 2025, closing a stake of 9 shares — an estimated $4.76K sold.

Tortoise Investment Management first reported a position in LII in Q1 2019 and held it in 11 quarters. The position peaked at $104K in Q4 2024. 653 funds tracked by Wall St. Rank hold LII as of Q4 2025.

Tortoise Investment Management reported no remaining Lennox International position as of Q4 2025 after selling out during the quarter.
Tortoise Investment Management sold 9 Lennox International shares in Q4 2025, an estimated $4.76K.
Tortoise Investment Management first reported a position in Lennox International in Q1 2019 and held it in 11 quarters.
Tortoise Investment Management's Lennox International position peaked at $104K in Q4 2024.
653 funds tracked by Wall St. Rank held Lennox International as of Q4 2025.

Based on Tortoise Investment Management's 13F filing for Q4 2025, filed 6 Feb 2026.