Robert Millen - Jensen Investment Management Inc
Period:    Q1 2026
Portfolio date:    31 Mar 2026
No. of stocks:    84
Portfolio value:    $5,072,800,848
Holdings Activity Buys Sells    History
Holding/activity history for  Lennox International (LII)
Period Shares % of Portfolio Activity % Change to Portfolio Reported Price Value Filing
2025   Q2 0 0.00 Sell 100.00% 0.01 SEC
2025   Q1 2,240 0.01 Reduce 62.54% 0.02 $560.83 $1,256,259 SEC
2024   Q4 5,980 0.03 Reduce 27.07% 0.01 $609.30 $3,643,614 SEC
2024   Q3 8,200 0.04 Reduce 30.33% 0.02 $604.29 $4,955,178 SEC
2024   Q2 11,770 0.05 Reduce 16.41% <0.01 $534.98 $6,296,715 SEC
2024   Q1 14,080 0.05 Reduce 7.19% <0.01 $488.76 $6,881,741 SEC
2023   Q4 15,170 0.05 Reduce 5.60% <0.01 $447.52 $6,788,878 SEC
2023   Q3 16,070 0.05 Reduce 24.23% 0.01 $374.44 $6,017,251 SEC
2023   Q2 21,210 0.05 Reduce 1.26% <0.01 $326.07 $6,915,945 SEC
2023   Q1 21,480 0.04 Add 27.48% <0.01 $245.32 $5,269,474 SEC
2022   Q4 16,850 0.03 $239.23 $4,031,026 SEC
2022   Q3 16,850 0.03 $222.67 $3,752,000 SEC
2022   Q2 16,850 0.03 $206.59 $3,481,000 SEC
2022   Q1 16,850 0.03 Add 31.33% <0.01 $257.86 $4,345,000 SEC
2021   Q4 12,830 0.03 $324.40 $4,162,000 SEC
2021   Q3 12,830 0.03 Add 20.92% <0.01 $294.15 $3,774,000 SEC
2021   Q2 10,610 0.03 $350.80 $3,722,000 SEC
2021   Q1 10,610 0.03 Add 11.80% <0.01 $311.59 $3,306,000 SEC
2020   Q4 9,490 0.02 Add 20.74% <0.01 $273.97 $2,600,000 SEC
2020   Q3 7,860 0.02 $272.65 $2,143,000 SEC
2020   Q2 7,860 0.02 Add 42.91% <0.01 $232.95 $1,831,000 SEC
2020   Q1 5,500 0.01 Add 48.25% <0.01 $181.82 $1,000,000 SEC
2019   Q4 3,710 0.01 $243.94 $905,000 SEC
2019   Q3 3,710 0.01 Reduce 6.78% <0.01 $242.86 $901,000 SEC
2019   Q2 3,980 0.01 Reduce 7.87% <0.01 $275.13 $1,095,000 SEC
2019   Q1 4,320 0.01 Reduce 7.30% <0.01 $264.35 $1,142,000 SEC
2018   Q4 4,660 0.01 Add 39.52% <0.01 $218.88 $1,020,000 SEC
2018   Q3 3,340 0.01 Buy 0.01 $218.26 $729,000 SEC