Position in LCII
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$16,225,120
-$7,212,671 QoQ
Shares Held
131,933
-31.7% QoQ
Ownership
0.543%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
12 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 Mar 31, 2026CallValue
$2,336,620
CallShares
19,000
PutValue
$0
PutShares
0
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 Mar 31, 2026D. E. Shaw & Co., Inc. holds $52,401,732 across 8 Recreational Vehicles names. LCII ranks #2 (31.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HOG |
Harley-Davidson, Inc.
|
1,143,545 | $23,122,479 | |
| 2 | LCII |
Lci Industries
This page
|
131,933 | $16,225,120 | |
| 3 | DOO |
BRP Inc.
|
101,156 | $7,264,012 | |
| 4 | PATK |
Patrick Industries Inc
|
25,059 | $2,783,303 | |
| 5 | WGO |
Winnebago Industries Inc
|
32,462 | $1,005,996 | |
| 6 | MBUU |
Malibu Boats, Inc.
|
34,227 | $887,163 | |
| 7 | BC |
Brunswick Corp
|
9,220 | $670,847 | |
| 8 | PII |
Polaris Inc.
|
8,125 | $442,812 |
All Filings in LCII
Export CSV
13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $16,225,120 | 131,933 | Shares | Defined | 2026-05-15 | |
| 2026-03-31 | $2,336,620 | 19,000 | Call | Defined | 2026-05-15 | |
| 2025-12-31 | $23,437,791 | 193,158 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 | $25,493,944 | 273,687 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $25,126,948 | 275,545 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $16,908,175 | 193,391 | Shares | Defined | 2025-05-15 | |
| 2024-06-30 | $2,335,664 | 22,593 | Shares | Defined | 2024-08-14 | |
| 2022-12-31 | $1,859,909 | 20,118 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $1,046,864 | 10,318 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $4,482,136 | 40,062 | Shares | Defined | 2022-08-15 | |
| 2022-03-31 | $568,152 | 5,473 | Shares | Defined | 2022-05-16 | |
| 2020-06-30 | $665,044 | 5,784 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $279,616 | 4,184 | Shares | Defined | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||