&PARTNERS

Position in LCII — Lci Industries

CIK 107136 NASHVILLE, TN

Position in LCII

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$1,645,692

-$334,286 QoQ

Shares Held

15,543

-3.5% QoQ

Ownership

0.064%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#107

of 355 holders

Holding Since

Jun 2024

9 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Consumer Cyclical · as of Jun 30, 2026

&PARTNERS holds $7,516,226 across 6 Recreational Vehicles names. LCII ranks #2 (21.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	THO	Thor Industries Inc	48,996	$3,682,539
2	LCII	Lci Industries This page	15,543	$1,645,692
3	BC	Brunswick Corp	11,209	$944,246
4	HOG	Harley-Davidson, Inc.	32,803	$802,361
5	PATK	Patrick Industries Inc	2,480	$222,654
6	PII	Polaris Inc.	3,196	$218,734

9 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,645,692	15,543	-3.5%	Shares	Sole	2026-08-14
2026-03-31	$1,979,978	16,100	-9.7%	Shares	Sole	2026-05-15
2025-12-31	$2,163,128	17,827	-0.1%	Shares	Sole	2026-02-17
2025-09-30	$1,661,609	17,838	-1.3%	Shares	Sole	2025-11-14
2025-06-30	$1,648,715	18,080	+10.5%	Shares	Sole	2025-08-14
2025-03-31	$1,430,617	16,363	+3.8%	Shares	Sole	2025-05-15
2024-12-31	$1,630,253	15,768	+268.8%	Shares	Sole	2025-02-14
2024-09-30	$515,308	4,275	+92.6%	Shares	Sole	2024-11-14
2024-06-30	$229,503	2,220	—	Shares	Sole	2024-07-24
No filing history on record for this holder in this stock.