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LCIIConsumer DiscretionaryCommon Stock

Lci Industries

Held by 8 tracked managers as of Q2 2026 · CUSIP ⓘCUSIP: A 9-character ID for one specific security - one share class of one company, or one bond. Tickers can change and can mean different things in different countries; a CUSIP always identifies exactly the same security, which is why filings use it. Guide 50189K103 · Sector ⓘGICS sectors: The 11-sector system most investors know (Global Industry Classification Standard): Technology, Health Care, Financials and so on. This site assigns each company a GICS-style sector from its SIC code, with a few hand corrections, so sector pages match the names investors expect. Guide

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In plain English: 8 of the investors we track own this stock. In the latest quarter, 5 of them bought more of it and 5 sold some or all of theirs (2 bought it for the first time). That tells you what they did last quarter — not what the stock will do next.

Educational and informational only, not personalized investment advice. Based on public filings that may be delayed or contain errors; verify with the original filings. Disclaimer

Managers holding
8
0 vs last quarter (like-for-like)
Total value held
$120.32M
Across tracked managers
Average weight ⓘOn average, how big this stock is in the portfolios that own it (its share of each manager's reported portfolio value).
0.1%
Of each manager's book
QoQ value ⓘLike-for-like: only managers that filed both quarters are compared, so a manager filing late (or confidentially) does not look like buying or selling. Includes price changes.
+$602.91K
+0.5% vs last quarter
Net shares bought
+163.5K
Est. net flow +$16.86M
Quarter activity
5 bought · 5 sold
2 new · 2 sold out

Tracked capital in this stock

Total value held (area) and number of managers (line). Dips can mean a large holder filed that quarter confidentially (e.g. Norges Bank in Q1/Q3).

Chart: Tracked capital in this stock

Aggregate buying and selling

Net share change reported each quarter

Chart: Aggregate buying and selling

Who owns LCII?

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Who owns LCII? — Q2 2026

Holders ranked by position size, with each one's quarter-over-quarter change.

CSV Excel
Column filters

Numbers accept 1.5M, 2B, 250K. Percent columns take percent (5 = 5%).

# Manager Fund Shares Value ↓ % of their portfolio QoQ Δ shares Δ shares % Est. Δ value ⓘChange in shares × this quarter's price
5 David Shaw D.E. Shaw & Co. 25.78K $2.73M 0.0% Reduced -106.2K -80.5% -$11.24M
7 Ken Griffin Citadel Advisors 6.77K $716.81K 0.0% Reduced -23.0K -77.3% -$2.44M
8 Two Sigma Two Sigma Investments 6.00K $635.28K 0.0% Reduced -400 -6.2% -$42.35K

Sold out completely this quarter

CSV Excel
Column filters

Numbers accept 1.5M, 2B, 250K. Percent columns take percent (5 = 5%).

Manager Fund Shares sold Value last quarter ↓
Jim Simons Renaissance Technologies -20.1K $2.47M
Israel Englander Millennium Management -2.3K $288.76K

Politician trades

Politician trades in LCII

CSV Excel
Column filters

Numbers accept 1.5M, 2B, 250K. Percent columns take percent (5 = 5%).

No politician trades match these filters.