True North Advisors, LLC - Q12026 Holdings

True North Advisors, LLC holds 245 stocks with a total portfolio value of $ 877.26M as of Q12026. In Q12026, True North Advisors, LLC added 39 new positions, increased stakes in 74 stocks, reduced 116 holdings, and fully exited 44 positions. The largest holding is Lennox Intl Inc (LII), representing 8.77% of the total portfolio.