Position in LCII
as of Mar 31, 2026
· filed May 12, 2026
Position Value
$664,583
+$15,900 QoQ
Shares Held
5,404
+1.1% QoQ
Ownership
0.022%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
24 quarters on record
Voting authority
Sole 0.ToString("F0")%
Shared 100.ToString("F0")%
None 0.ToString("F0")%
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 Mar 31, 2026BNP PARIBAS ARBITRAGE, SA holds $16,231,745 across 11 Recreational Vehicles names. LCII ranks #5 (4.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BC |
Brunswick Corp
|
63,624 | $4,629,282 | |
| 2 | DOO |
BRP Inc.
|
58,897 | $4,229,393 | |
| 3 | PII |
Polaris Inc.
|
74,945 | $4,084,502 | |
| 4 | PATK |
Patrick Industries Inc
|
9,182 | $1,019,844 | |
| 5 | LCII |
Lci Industries
This page
|
5,404 | $664,583 | |
| 6 | THO |
Thor Industries Inc
|
7,066 | $564,502 | |
| 7 | HOG |
Harley-Davidson, Inc.
|
26,502 | $535,870 | |
| 8 | WGO |
Winnebago Industries Inc
|
8,313 | $257,619 |
All Filings in LCII
Export CSV
29 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 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. | ||||||