Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| TRUE NORTH ADVISORS LLC | 04-12-2024 | 03-31-2024 | 196 | 362,269,809 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| LENNOX INTL INC | COM | 1 | $93,970,953 | 192,264 | 0.03 | 0.02 | 0 | 0.00 | 03-31-2024 |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | 2 | $37,216,278 | 88,501 | 0.01 | 0.01 | -3,500 | -3.80 | 03-31-2024 |
| SCHWAB STRATEGIC TR | INT-TRM U.S TRES | Liquidated | $0 | 0 | 0.01 | 538,618 | +Inf | 03-31-2024 | |
| APPLE INC | COM | 4 | $22,326,935 | 130,201 | 0.01 | 0.01 | -5,188 | -3.83 | 03-31-2024 |
