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EdgePoint Global's investment thesis on Lennox International ($LII) — Q4 2025 | Buyside Digest

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$LIINYSELennox International

BULL

EdgePoint Global—LII

Fund Letter

Q4 2025

Published January 20, 2026

View Fund Profile

$417.45USD

+6.9% vs last month

$509.76Pitched

-18.1% since pitch

Market Cap$15.3B

P/E (TTM)N/A

52-Wk RangeN/A

Div. YieldN/A

Technical Chart

From the Fund Letter

In the Q4 2025 commentary, Claire Thornhill outlines EdgePoint's strategic response to the market volatility of 2025, specifically the April sell-off following the 'Liberation Day' tariff announcements. Rather than fearing...

— Sydney Van Vierzen

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