LII
Lennox International Inc. · Industrials · Industrial - Machinery
Señales de momentum (gestores comparables):
amplitud de titulares -11.8% ·
flujo de acciones +8.3% ·
nuevas posiciones netas -13.3%
— fórmula
Acumulación concentrada — aumento de acciones entre menos titulares
Todas las cifras de propiedad: únicamente gestores 13F seguidos, posiciones en acciones ordinarias, período de referencia Q4 2024
| Trimestre | Titulares | Δ | Acciones | Valor declarado | Nuevo | Cierres |
|---|---|---|---|---|---|---|
| Q2 2026 | 150 | +5 | 21.79M | $12.48B | +10 | −4 |
| Q1 2026 | 147 | -4 | 21.44M | $9.95B | +4 | −9 |
| Q4 2025 | 150 | +2 | 22.40M | $10.88B | +4 | −1 |
| Q3 2025 | 19 | 0 | 12.83M | $6.79B | +2 | −3 |
| Q2 2025 | 17 | -1 | 11.56M | $6.62B | — | −1 |
| Q1 2025 | 15 | 0 | 4.66M | $2.61B | +1 | −1 |
| Q4 2024 | 15 | -2 | 4.35M | $2.65B | — | −2 |
| Q3 2024 | 16 | +2 | 2.63M | $1.59B | +3 | −1 |
| Q2 2024 | 14 | — | 2.64M | $1.41B | — | — |
| # | Gestor | Acciones | Δ acciones | Valor | Su ponderación | Mantenida | ||
|---|---|---|---|---|---|---|---|---|
| 1 | State Street Global Advisors ✦ (pasivo) | 1.39M | — | $846.15M | 0.0% | n/c | 1 | SEC ↗ |
| 2 | Geode Capital Management ✦ (pasivo) | 889.03K | +55.7% | $542.37M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 3 | Geode Capital Management ✦ (pasivo) | 889.03K | +55.7% | $542.37M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 4 | Norges Bank ✦ (pasivo) | 613.83K | +6.6% | $374.01M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 5 | Fisher Asset Management ✦ | 537.48K | +0.4% | $327.48M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 6 | Wellington Management ✦ | 369.09K | -24.2% | $224.89M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 7 | Wellington Management ✦ | 369.09K | -24.2% | $224.89M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 8 | Wellington Management ✦ | 369.09K | -24.2% | $224.89M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 9 | Wellington Management ✦ | 369.09K | -24.2% | $224.89M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 10 | Wellington Management ✦ | 369.09K | -24.2% | $224.89M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 11 | Wellington Management ✦ | 369.09K | -24.2% | $224.89M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 12 | Citadel Advisors ✦ | 184.62K | +805.6% | $112.49M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 13 | Citadel Advisors ✦ | 184.62K | +805.6% | $112.49M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 14 | Millennium Management ✦ | 123.24K | -36.5% | $75.09M | 0.1% | ▼ Trim | 3 | SEC ↗ |
| 15 | T. Rowe Price ✦ | 103.04K | +40.3% | $62.78M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 16 | T. Rowe Price ✦ | 103.04K | +40.3% | $62.78M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 17 | AQR Capital Management ✦ | 72.47K | -16.7% | $44.16M | 0.1% | ▼ Trim | 3 | SEC ↗ |
| 18 | AQR Capital Management ✦ | 72.47K | -16.7% | $44.16M | 0.1% | ▼ Trim | 3 | SEC ↗ |
| 19 | AQR Capital Management ✦ | 72.47K | -16.7% | $44.16M | 0.1% | ▼ Trim | 3 | SEC ↗ |
| 20 | Renaissance Technologies ✦ | 24.40K | -2.4% | $14.87M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 21 | Gotham Asset Management ✦ | 20.41K | +26.2% | $12.44M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 22 | Bridgewater Associates ✦ | 10.98K | -37.0% | $6.69M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 23 | Marshall Wace ✦ | 5.00K | +733.3% | $3.05M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 24 | Arrowstreet Capital ✦ | 4.88K | +310.9% | $2.97M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 25 | D. E. Shaw & Co. ✦ | 1.62K | -22.6% | $987,066 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 26 | D. E. Shaw & Co. ✦ | 1.62K | -22.6% | $987,066 | 0.0% | ▼ Trim | 3 | SEC ↗ |
«Su ponderación» = la participación de la posición en el valor de renta variable 13F declarado por ese gestor — la medida de convicción. ✦ = gestor seleccionado.
Nuevos compradores
| Sin nuevos compradores rastreados este trimestre. |
Posición cerrada
| Point72 Asset Management | $11.58M | era 0.0% |
| Two Sigma Investments | $726,357 | era 0.0% |
Contexto de mercado completo: entre TODOS los filers 13F (datos estructurados SEC, Q1 2026): 622 tenedores, 26.22M acciones, $11.92B declarado. Este es un período diferente y anterior al de las cifras del universo rastreado que figuran arriba, y ambos nunca se mezclan.
Qué otros valores suelen tener también los tenedores rastreados de este activo — recuentos de cotenencia, no relaciones fundamentales.