Position in LCII
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$3,602,143
+$2,937,560 QoQ
Shares Held
34,021
+529.6% QoQ
Ownership
0.140%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#77
of 357 holders
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 0%
Shared 100%
None 0%
Common Shares in LCII Over Time
Shares Held
Position Value (USD)
Derivatives in LCII
reported options exposure · as of Mar 31, 2023CallValue
$0
CallShares
0
PutValue
$32,961
PutShares
300
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, 2026BNP PARIBAS ARBITRAGE, SA holds $29,177,237 across 11 Recreational Vehicles names. LCII ranks #4 (12.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BC |
Brunswick Corp
|
110,033 | $9,269,179 | |
| 2 | MBUU |
Malibu Boats, Inc.
|
244,061 | $6,694,593 | |
| 3 | DOO |
BRP Inc.
|
86,008 | $5,248,208 | |
| 4 | LCII |
Lci Industries
This page
|
34,021 | $3,602,143 | |
| 5 | PII |
Polaris Inc.
|
22,681 | $1,552,287 | |
| 6 | HOG |
Harley-Davidson, Inc.
|
51,387 | $1,256,926 | |
| 7 | PATK |
Patrick Industries Inc
|
5,158 | $463,085 | |
| 8 | WGO |
Winnebago Industries Inc
|
13,048 | $407,619 |
All Filings in LCII
Export CSV
30 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,602,143 | 34,021 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $664,583 | 5,404 | Shares | Defined | 2026-05-12 | |
| 2025-12-31 | $648,683 | 5,346 | Shares | Defined | 2026-02-10 | |
| 2025-09-30 | $582,280 | 6,251 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $548,599 | 6,016 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $318,070 | 3,638 | Shares | Defined | 2025-05-14 | |
| 2024-12-31 | $560,787 | 5,424 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $2,100,288 | 17,424 | Shares | Defined | 2024-11-13 | |
| 2024-06-30 | $1,097,171 | 10,613 | Shares | Defined | 2024-08-13 | |
| 2024-03-31 | $2,866,559 | 23,294 | Shares | Defined | 2024-05-01 | |
| 2023-12-31 | $1,507,514 | 11,992 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $7,872,658 | 67,047 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $1,336,383 | 10,576 | Shares | Defined | 2023-08-09 | |
| 2023-03-31 | $1,760,666 | 16,025 | Shares | Defined | 2023-05-12 | |
| 2023-03-31 | $32,961 | 300 | Put | Defined | 2023-05-12 | |
| 2022-12-31 | $40,678 | 440 | Put | Defined | 2023-02-14 | |
| 2022-12-31 | $508,937 | 5,505 | Shares | Defined | 2023-02-14 | |
| 2022-06-30 | $1,659,068 | 14,829 | Shares | Defined | 2022-08-12 | |
| 2022-06-30 | $2,349 | 21 | Put | Defined | 2022-08-12 | |
| 2022-03-31 | $2,030,004 | 19,555 | Shares | Defined | 2022-05-18 | |
| 2022-03-31 | $7,993 | 77 | Put | Defined | 2022-05-18 | |
| 2021-12-31 | $46,761 | 300 | Put | Defined | 2022-02-09 | |
| 2021-12-31 | $2,869,099 | 18,407 | Shares | Defined | 2022-02-09 | |
| 2021-09-30 | $3,332,900 | 24,756 | Shares | Defined | 2021-11-16 | |
| 2021-06-30 | $1,168,980 | 8,895 | Shares | Defined | 2021-08-10 | |
| 2021-03-31 | $668,675 | 5,055 | Shares | Defined | 2021-05-07 | |
| 2020-12-31 | $670,704 | 5,172 | Shares | Defined | 2021-02-10 | |
| 2020-09-30 | $674,835 | 6,349 | Shares | Defined | 2020-10-30 | |
| 2020-06-30 | $241,802 | 2,103 | Shares | Defined | 2020-08-06 | |
| 2020-03-31 | $691,289 | 10,344 | Shares | Defined | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||