Watchtower Advisors’s Lennox International LII Stock Holding History

Watchtower Advisors’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	-15,059	Closed	-$7.97M	–	16
2025 Q3	$7.97M	Hold	15,059	–	–	3.72%	14
2025 Q2	$8.63M	Hold	15,059	–	–	5.11%	8
2025 Q1	$8.45M	Sell	15,059 -6,941	-32%	-$4.2M	6.13%	7
2024 Q4	$13.4M	Sell	22,000 -2,578	-10%	-$1.61M	7.59%	6
2024 Q3	$14.9M	Hold	24,578	–	–	6.88%	7
2024 Q2	$13.1M	Sell	24,578 -17,461	-42%	-$8.6M	8.48%	4
2024 Q1	$20.5M	Hold	42,039	–	–	11.4%	2
2023 Q4	$18.8M	Hold	42,039	–	–	12.63%	2
2023 Q3	$15.7M	Sell	42,039 -31,000	-42%	-$11.2M	15.54%	3
2023 Q2	$23.8M	Buy	+73,039	New	+$20.6M	12.83%	2

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

Watchtower Advisors's LII Position: Q4 2025 in Review

Watchtower Advisors sold out of Lennox International (LII) in Q4 2025, closing a stake of 15,059 shares — an estimated $7.97M sold.

Watchtower Advisors first reported a position in LII in Q2 2023 and held it in 10 quarters. The position peaked at $23.8M in Q2 2023. 653 funds tracked by Wall St. Rank hold LII as of Q4 2025.

Watchtower Advisors reported no remaining Lennox International position as of Q4 2025 after selling out during the quarter.
Watchtower Advisors sold 15,059 Lennox International shares in Q4 2025, an estimated $7.97M.
Watchtower Advisors first reported a position in Lennox International in Q2 2023 and held it in 10 quarters.
Watchtower Advisors's Lennox International position peaked at $23.8M in Q2 2023.
653 funds tracked by Wall St. Rank held Lennox International as of Q4 2025.

Based on Watchtower Advisors's 13F filing for Q4 2025, filed 13 Feb 2026.