AH
Andreas Halvorsen (Viking Global) disclosed increased in LENNOX INTL INC
Andreas Halvorsen (Viking Global) filed a 13F change in LENNOX INTL INC (526107107) on 2026-05-15, covering period end 2026-03-31.
Action
Increased
Capital
$729,806,830 current disclosed value
Institutional 13F Signals1 evidence source
Why it matters
This signal is selected by portfolio impact within the manager filing, while the full filing change list remains available in the briefing.
Full Filing Changes
96 changes from Andreas Halvorsen (Viking Global), filed 2026-05-15 for period end 2026-03-31.
$35.7B portfolio value
| Stock | Action | Change | Current | Portfolio Impact |
|---|---|---|---|---|
37833100 APPLE INC | New | $911.9M | $911.9M | 2.55% |
693475105 PNC FINL SVCS GROUP INC | Reduced | -$891.1M | $629.9M | 2.49% |
7903107 ADVANCED MICRO DEVICES INC | Sold out | -$801.4M | $0 | 2.24% |
594918104 MICROSOFT CORP | Reduced | -$701.2M | $854.9M | 1.96% |
31428X106 FEDEX CORP | New | $688.2M | $688.2M | 1.93% |
26142V105 DRAFTKINGS INC NEW | Sold out | -$658.9M | $0 | 1.84% |
30303M102 META PLATFORMS INC | New | $607.9M | $607.9M | 1.70% |
778296103 ROSS STORES INC | Sold out | -$570.6M | $0 | 1.60% |
92826C839 VISA INC | Increased | $515.3M | $1.9B | 1.44% |
01741R102 ATI INC | New | $484.8M | $484.8M | 1.36% |
23135106 AMAZON COM INC | Reduced | -$472.8M | $249.0M | 1.32% |
16679L109 CHEWY INC | Sold out | -$447.4M | $0 | 1.25% |
526107107 LENNOX INTL INC | Increased | $428.1M | $729.8M | 1.20% |
146869102 CARVANA CO | Increased | $426.0M | $874.0M | 1.19% |
H42097107 UBS GROUP AG | Sold out | -$426.0M | $0 | 1.19% |
14040H105 CAPITAL ONE FINL CORP | Reduced | -$421.4M | $294.1M | 1.18% |
91324P102 UNITEDHEALTH GROUP INC | Sold out | -$395.2M | $0 | 1.11% |
941848103 WATERS CORP | New | $374.2M | $374.2M | 1.05% |
883556102 THERMO FISHER SCIENTIFIC INC | Increased | $360.3M | $819.9M | 1.01% |
78709Y105 SAIA INC | Sold out | -$355.4M | $0 | 0.99% |
418056107 HASBRO INC | New | $350.0M | $350.0M | 0.98% |
75734B100 REDDIT INC | New | $343.6M | $343.6M | 0.96% |
N82405106 STELLANTIS N.V | Reduced | -$322.4M | $111.9M | 0.90% |
26874784 AMERICAN INTL GROUP INC | New | $317.6M | $317.6M | 0.89% |
892672106 TRADEWEB MKTS INC | Sold out | -$297.7M | $0 | 0.83% |
126408103 CSX CORP | Increased | $265.8M | $766.7M | 0.74% |
253393102 DICKS SPORTING GOODS INC | Reduced | -$258.7M | $250.7M | 0.72% |
60505104 BANK AMERICA CORP | Sold out | -$247.2M | $0 | 0.69% |
101137107 BOSTON SCIENTIFIC CORP | Sold out | -$239.3M | $0 | 0.67% |
253868103 DIGITAL RLTY TR INC | Sold out | -$233.3M | $0 | 0.65% |
97023105 BOEING CO | Reduced | -$222.2M | $636.1M | 0.62% |
10806X102 BRIDGEBIO PHARMA INC | Reduced | -$221.6M | $879.4M | 0.62% |
548661107 LOWES COS INC | Sold out | -$219.9M | $0 | 0.62% |
58507V107 MEDLINE INC | Increased | $216.5M | $508.8M | 0.61% |
316841105 FIGMA INC | Sold out | -$215.0M | $0 | 0.60% |
00187Y100 API GROUP CORP | Reduced | -$204.9M | $236.5M | 0.57% |
465562106 ITAU UNIBANCO HLDG S A | Sold out | -$203.3M | $0 | 0.57% |
12503M108 CBOE GLOBAL MKTS INC | New | $193.5M | $193.5M | 0.54% |
46625H100 JPMORGAN CHASE & CO | Increased | $181.3M | $795.4M | 0.51% |
34959J108 FORTIVE CORP | Increased | $181.1M | $1.2B | 0.51% |
437076102 HOME DEPOT INC | New | $165.8M | $165.8M | 0.46% |
88160R101 TESLA INC | Increased | $162.6M | $927.0M | 0.45% |
767292105 RIOT PLATFORMS INC | Sold out | -$157.5M | $0 | 0.44% |
550021109 LULULEMON ATHLETICA INC | New | $150.1M | $150.1M | 0.42% |
02079K305 ALPHABET INC | Reduced | -$145.6M | $689.0M | 0.41% |
46266C105 IQVIA HLDGS INC | Sold out | -$139.6M | $0 | 0.39% |
872590104 T-MOBILE US INC | Reduced | -$139.0M | $623.2M | 0.39% |
758750103 REGAL REXNORD CORPORATION | Increased | $136.1M | $588.5M | 0.38% |
37045V100 GENERAL MTRS CO | Increased | $130.2M | $683.7M | 0.36% |
G51502105 JOHNSON CONTROLS INTERNATION | Reduced | -$130.0M | $578.8M | 0.36% |
363576109 GALLAGHER ARTHUR J & CO | Reduced | -$111.8M | $157.5M | 0.31% |
00510N102 TIC SOLUTIONS INC | Reduced | -$111.7M | $235.7M | 0.31% |
21873S108 COREWEAVE INC | New | $108.3M | $108.3M | 0.30% |
922967104 VERADERMICS INC | New | $106.8M | $106.8M | 0.30% |
H1467J104 CHUBB LTD SWITZ | Increased | $105.6M | $422.1M | 0.30% |
22160N109 COSTAR GROUP INC | Sold out | -$97.0M | $0 | 0.27% |
45841N107 INTERACTIVE BROKERS GROUP IN | New | $93.5M | $93.5M | 0.26% |
2.8176E+112 EDWARDS LIFESCIENCES CORP | New | $87.9M | $87.9M | 0.25% |
81141R100 SEA LTD | Reduced | -$76.1M | $392.3M | 0.21% |
G0403H108 AON PLC | Increased | $74.4M | $350.9M | 0.21% |
143658300 CARNIVAL CORP | Reduced | -$74.3M | $355.1M | 0.21% |
750940108 RALLIANT CORP | Reduced | -$72.2M | $88.8M | 0.20% |
00650F109 ADAPTIVE BIOTECHNOLOGIES COR | Reduced | -$70.8M | $416.3M | 0.20% |
574795100 MASIMO CORP | Sold out | -$66.9M | $0 | 0.19% |
133131102 CAMDEN PPTY TR | Reduced | -$64.0M | $460.5M | 0.18% |
36322Q206 DAMORA THERAPEUTICS INC | New | $59.9M | $59.9M | 0.17% |
G0260P102 AMER SPORTS INC | Increased | $59.5M | $239.3M | 0.17% |
90138F102 TWILIO INC | New | $56.7M | $56.7M | 0.16% |
687604108 ORUKA THERAPEUTICS INC | Increased | $50.0M | $130.8M | 0.14% |
59522J103 MID-AMER APT CMNTYS INC | Increased | $47.0M | $586.0M | 0.13% |
G76279101 ROIVANT SCIENCES LTD | Increased | $44.5M | $184.3M | 0.12% |
40412C101 HCA HEALTHCARE INC | Increased | $42.3M | $508.8M | 0.12% |
09061G101 BIOMARIN PHARMACEUTICAL INC | Increased | $40.2M | $398.9M | 0.11% |
15101Q207 CELESTICA INC | Reduced | -$36.1M | $466.2M | 0.10% |
824348106 SHERWIN WILLIAMS CO | Reduced | -$30.1M | $997.8M | 0.08% |
955306105 WEST PHARMACEUTICAL SVSC INC | Increased | $23.3M | $104.5M | 0.07% |
34385P108 STANDARD BIOTOOLS INC | Reduced | -$21.2M | $53.9M | 0.06% |
580135101 MCDONALDS CORP | Increased | $20.5M | $1.1B | 0.06% |
29445S100 EQUIPMENTSHARE COM INC | New | $20.4M | $20.4M | 0.06% |
68622P109 ORIC PHARMACEUTICALS INC | Increased | $20.0M | $73.8M | 0.06% |
34631F102 FORGENT POWER SOLUTIONS INC | New | $19.0M | $19.0M | 0.05% |
743315103 PROGRESSIVE CORP | Increased | $17.2M | $320.5M | 0.05% |
45866F104 INTERCONTINENTAL EXCHANGE IN | Reduced | -$17.2M | $760.7M | 0.05% |
45720N103 INHIBRX BIOSCIENCES INC | Reduced | -$16.9M | $96.7M | 0.05% |
713317105 PEPGEN INC | Reduced | -$16.5M | $6.2M | 0.05% |
874039100 TAIWAN SEMICONDUCTOR MANUFAC | Increased | $15.4M | $1.5B | 0.04% |
N62509109 NEWAMSTERDAM PHARMA COMPANY | Reduced | -$12.9M | $134.6M | 0.04% |
9158106 AIR PRODUCTS AND CHEMICALS I | Increased | $10.8M | $1.2B | 0.03% |
254687106 DISNEY WALT CO | Increased | $8.2M | $1.3B | 0.02% |
808513105 SCHWAB CHARLES CORP | Reduced | -$7.8M | $1.4B | 0.02% |
37611X209 GINKGO BIOWORKS HOLDINGS INC | Reduced | -$7.8M | $21.9M | 0.02% |
75120L209 RALLYBIO CORP | New | $4.7M | $4.7M | 0.01% |
829401108 SIONNA THERAPEUTICS INC | Reduced | -$3.4M | $128.1M | 0.01% |
75120L100 RALLYBIO CORP | Sold out | -$2.9M | $0 | 0.01% |
89532M101 TREVI THERAPEUTICS INC | Reduced | -$1.9M | $38.2M | 0.01% |
N69605108 PHARVARIS N V | Increased | $1.8M | $103.2M | 0.01% |