Position in LCII
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$635,280
-$151,792 QoQ
Shares Held
6,000
-6.2% QoQ
Ownership
0.025%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#169
of 355 holders
Holding Since
Sep 2025
3 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, 2026TWO SIGMA INVESTMENTS, LP holds $196,172,993 across 9 Recreational Vehicles names. LCII ranks #8 (0.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DOO |
BRP Inc.
|
787,004 | $48,022,984 | |
| 2 | HOG |
Harley-Davidson, Inc.
|
1,858,544 | $45,459,986 | |
| 3 | PII |
Polaris Inc.
|
646,151 | $44,222,574 | |
| 4 | THO |
Thor Industries Inc
|
355,172 | $26,694,727 | |
| 5 | BC |
Brunswick Corp
|
284,893 | $23,999,386 | |
| 6 | WGO |
Winnebago Industries Inc
|
172,003 | $5,373,373 | |
| 7 | MBUU |
Malibu Boats, Inc.
|
52,275 | $1,433,903 | |
| 8 | LCII |
Lci Industries
This page
|
6,000 | $635,280 |
All Filings in LCII
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $635,280 | 6,000 | Shares | Sole | 2026-08-14 | |
| 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. | ||||||