Position in LCII
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$42,974,149
-$37,690,522 QoQ
Shares Held
405,876
-38.1% QoQ
Ownership
1.67%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#16
of 357 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in LCII Over Time
Shares Held
Position Value (USD)
Position in Recreational Vehicles
Consumer Cyclical · as of Jun 30, 2026PRINCIPAL FINANCIAL GROUP INC holds $144,768,324 across 7 Recreational Vehicles names. LCII ranks #2 (29.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BC |
Brunswick Corp
|
625,125 | $52,660,529 | |
| 2 | LCII |
Lci Industries
This page
|
405,876 | $42,974,149 | |
| 3 | PATK |
Patrick Industries Inc
|
181,145 | $16,263,197 | |
| 4 | PII |
Polaris Inc.
|
200,942 | $13,752,469 | |
| 5 | THO |
Thor Industries Inc
|
119,455 | $8,978,237 | |
| 6 | HOG |
Harley-Davidson, Inc.
|
240,084 | $5,872,454 | |
| 7 | WGO |
Winnebago Industries Inc
|
136,597 | $4,267,289 |
All Filings in LCII
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $42,974,149 | 405,876 | Shares | Defined | 2026-08-04 | |
| 2026-03-31 | $80,664,671 | 655,917 | Shares | Defined | 2026-05-04 | |
| 2025-12-31 | $58,220,872 | 479,816 | Shares | Defined | 2026-02-02 | |
| 2025-09-30 | $44,781,209 | 480,743 | Shares | Defined | 2025-11-04 | |
| 2025-06-30 | $48,338,906 | 530,090 | Shares | Defined | 2025-08-08 | |
| 2025-03-31 | $50,959,973 | 582,866 | Shares | Defined | 2025-04-28 | |
| 2024-12-31 | $66,532,188 | 643,507 | Shares | Defined | 2025-01-31 | |
| 2024-09-30 | $76,207,918 | 632,221 | Shares | Defined | 2024-10-31 | |
| 2024-06-30 | $61,586,980 | 595,734 | Shares | Defined | 2024-07-29 | |
| 2024-03-31 | $74,972,088 | 609,232 | Shares | Defined | 2024-04-29 | |
| 2023-12-31 | $75,261,696 | 598,693 | Shares | Defined | 2024-02-07 | |
| 2023-09-30 | $72,567,554 | 618,017 | Shares | Defined | 2023-11-02 | |
| 2023-06-30 | $78,231,875 | 619,119 | Shares | Defined | 2023-08-07 | |
| 2023-03-31 | $69,203,815 | 629,870 | Shares | Defined | 2023-05-09 | |
| 2022-12-31 | $53,796,191 | 581,895 | Shares | Defined | 2023-02-09 | |
| 2022-09-30 | $58,924,213 | 580,763 | Shares | Defined | 2022-11-09 | |
| 2022-06-30 | $66,520,043 | 594,566 | Shares | Defined | 2022-08-10 | |
| 2022-03-31 | $63,009,243 | 606,967 | Shares | Defined | 2022-05-09 | |
| 2021-12-31 | $96,346,207 | 618,119 | Shares | Defined | 2022-02-09 | |
| 2021-09-30 | $89,823,385 | 667,187 | Shares | Defined | 2021-11-09 | |
| 2021-06-30 | $101,277,902 | 770,643 | Shares | Defined | 2021-08-10 | |
| 2021-03-31 | $100,508,459 | 759,816 | Shares | Defined | 2021-05-10 | |
| 2020-12-31 | $114,620,779 | 883,874 | Shares | Defined | 2021-02-23 | |
| 2020-09-30 | $100,770,465 | 948,071 | Shares | Defined | 2020-11-06 | |
| 2020-06-30 | $114,200,779 | 993,223 | Shares | Defined | 2020-08-05 | |
| 2020-03-31 | $69,977,692 | 1,047,100 | Shares | Defined | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||