Watchtower Advisors, LP LII — LENNOX INTL INC

Ownership history in Watchtower Advisors, LP  ·  10 quarters on record

AI Ownership Summary

Watchtower Advisors, LP reported LENNOX INTL INC (LII) in 10 quarterly 13F filings from 2023 Q4 through 2025 Q3. Peak portfolio weight reached 12.63% in 2023 Q4. The latest visible filing shows LII at 3.72% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this LII ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Watchtower Advisors, LP's position in LENNOX INTL INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q3

LII was reported at 3.72% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
12.63% in 2023 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2025 Q3

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

LII stock page Watchtower Advisors, LP fund profile Watchtower Advisors, LP full holdings
How Watchtower Advisors, LP held LII — position size vs. price
% of Fund (quarterly)    LII price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 8 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 UNCHANGED — — — 15,059 — 0% 3.72% $8.0M 2025-11-13 $474.01
2025 Q2 UNCHANGED — — — 15,059 — 0% 5.11% $8.6M 2025-08-13 $606.78
2025 Q1 REDUCED 31.6% +2.7% ❌ 15,059 -6,941 -31.6% 6.13% $8.4M 2025-05-12 $589.59
2024 Q4 REDUCED 10.5% -8.0% ✅ 22,000 -2,578 -10.5% 7.59% $13.4M 2025-02-13 $612.24
2024 Q3 UNCHANGED — — — 24,578 — 0% 6.88% $14.9M 2024-11-14 $609.03
2024 Q2 REDUCED 41.5% +13.2% ❌ 24,578 -17,461 -41.5% 8.48% $13.1M 2024-08-14 $567.77
2024 Q1 UNCHANGED — — — 42,039 — 0% 11.40% $20.5M 2024-05-15 $494.14
2023 Q4 UNCHANGED — — — 42,039 — 0% 12.63% $18.8M 2024-02-14 $437.79
2 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding LII

As of 2026 Q1 — sorted by position size

True North Advisors, LLC 3Y 8.77% Horrell Capital Management, Inc. 3Y 7Y 4.72% HFR Wealth Management, LLC 3Y 2.97% Regents Gate Capital LLP 2.38% EULAV Asset Management 3Y 7Y 2.01% CAMPBELL NEWMAN ASSET MANAGEMENT INC 3Y 7Y 1.42% TILIA FIDUCIARY PARTNERS, INC. 3Y 1.27% Lafayette Investments, Inc. 3Y 7Y 0.84% PEOPLES BANK /OH 3Y 7Y 0.61% MITCHELL & PAHL PRIVATE WEALTH, LLC 3Y 0.52%

FAQ About Watchtower Advisors, LP and LII

These are the practical questions this page is built to answer before you even open the full history table.

How long has Watchtower Advisors, LP reported owning LII?

Watchtower Advisors, LP reported LII across 8 quarterly 13F filings, from 2023 Q4 through 2025 Q3.

What was the largest reported LII position in Watchtower Advisors, LP's portfolio?

The largest reported portfolio weight for LII was 12.63% in 2023 Q4.

What is the latest reported LII position on this page?

The most recent filing on this page is 2025 Q3, when Watchtower Advisors, LP reported 15,059 shares, equal to 3.72% of portfolio, with an estimated market value of $8.0M.

What does the chart on this LII ownership page compare?

The chart compares Watchtower Advisors, LP's quarterly LII portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Watchtower Advisors, LP time their LII position?

Based on 13F filing dates vs. subsequent LII price moves, Watchtower Advisors, LP correctly timed 2 out of 5 reported position changes (40%). The annualised alpha on LII relative to SPY over the holding period was -7.2%.

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