Position in LCII
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$787,072
-$4,068,371 QoQ
Shares Held
6,400
-87.7% QoQ
Ownership
0.026%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2025
2 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in LCII Over Time
Shares Held
Position Value (USD)
Position in Recreational Vehicles
Consumer Cyclical · as of Mar 31, 2026TWO SIGMA INVESTMENTS, LP holds $199,825,249 across 8 Recreational Vehicles names. LCII ranks #8 (0.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HOG |
Harley-Davidson, Inc.
|
3,042,450 | $61,518,339 | |
| 2 | DOO |
BRP Inc.
|
781,831 | $56,143,284 | |
| 3 | PII |
Polaris Inc.
|
668,333 | $36,424,148 | |
| 4 | BC |
Brunswick Corp
|
435,369 | $31,677,448 | |
| 5 | THO |
Thor Industries Inc
|
79,372 | $6,341,029 | |
| 6 | WGO |
Winnebago Industries Inc
|
190,319 | $5,897,985 | |
| 7 | MBUU |
Malibu Boats, Inc.
|
39,967 | $1,035,944 | |
| 8 | LCII |
Lci Industries
This page
|
6,400 | $787,072 |
All Filings in LCII
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $787,072 | 6,400 | Shares | Sole | 2026-05-15 | |
| 2025-09-30 | $4,855,443 | 52,125 | Shares | Sole | 2025-11-14 | |
| No filing history on record for this holder in this stock. | ||||||