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Equibles

D. E. Shaw & Co., Inc.

Position in LCII — Lci Industries

CIK 1009207 New York, NY
Back to LCII Full portfolio

Position in LCII

as of Jun 30, 2026 · filed Aug 14, 2026
Position Value
$2,729,374
-$13,495,746 QoQ
Shares Held
25,778
-80.5% QoQ
Ownership
0.106%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#84
of 357 holders
Holding Since
Mar 2020
13 quarters on record
Voting authority Sole 100% Shared 0% None 0%

Common Shares in LCII Over Time

Shares Held

Position Value (USD)

Derivatives in LCII

reported options exposure · as of Jun 30, 2026
CallValue
$2,011,720
CallShares
19,000
PutValue
$1,185,856
PutShares
11,200

Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.

Position in Recreational Vehicles

Consumer Cyclical · as of Jun 30, 2026

D. E. Shaw & Co., Inc. holds $91,728,294 across 8 Recreational Vehicles names. LCII ranks #4 (3.0% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 HOG
Harley-Davidson, Inc.
 2,273,686 $55,614,358
2 DOO
BRP Inc.
 390,163 $23,807,746
3 PII
Polaris Inc.
 62,358 $4,267,781
4 LCII
Lci Industries
This page 		25,778 $2,729,374
5 MBUU
Malibu Boats, Inc.
 89,764 $2,462,226
6 BC
Brunswick Corp
 24,638 $2,075,505
7 WGO
Winnebago Industries Inc
 18,171 $567,662
8 MCFT
MasterCraft Boat Holdings, Inc.
 7,887 $203,642

All Filings in LCII

Export CSV
16 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $2,011,720 19,000
2026-06-30 $1,185,856 11,200
2026-06-30 $2,729,374 25,778
2026-03-31 $16,225,120 131,933
2026-03-31 $2,336,620 19,000
2025-12-31 $23,437,791 193,158
2025-09-30 $25,493,944 273,687
2025-06-30 $25,126,948 275,545
2025-03-31 $16,908,175 193,391
2024-06-30 $2,335,664 22,593
2022-12-31 $1,859,909 20,118
2022-09-30 $1,046,864 10,318
2022-06-30 $4,482,136 40,062
2022-03-31 $568,152 5,473
2020-06-30 $665,044 5,784
2020-03-31 $279,616 4,184