Position in LCII
as of Mar 31, 2026
· filed May 4, 2026
Position Value
$80,664,671
+$22,443,799 QoQ
Shares Held
655,917
+36.7% QoQ
Ownership
2.70%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
24 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 Mar 31, 2026PRINCIPAL FINANCIAL GROUP INC holds $190,312,783 across 7 Recreational Vehicles names. LCII ranks #1 (42.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LCII |
Lci Industries
This page
|
655,917 | $80,664,671 | |
| 2 | BC |
Brunswick Corp
|
828,037 | $60,247,971 | |
| 3 | PATK |
Patrick Industries Inc
|
182,327 | $20,251,059 | |
| 4 | PII |
Polaris Inc.
|
186,166 | $10,146,046 | |
| 5 | THO |
Thor Industries Inc
|
117,921 | $9,420,708 | |
| 6 | HOG |
Harley-Davidson, Inc.
|
263,734 | $5,332,701 | |
| 7 | WGO |
Winnebago Industries Inc
|
137,129 | $4,249,627 |
All Filings in LCII
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24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 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 | |
| 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. | ||||||