Position in LCII
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$73,017,917
+$1,209,035 QoQ
Shares Held
689,629
+18.1% QoQ
Ownership
2.84%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#8
of 357 holders
Holding Since
Mar 2020
26 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, 2026GEODE CAPITAL MANAGEMENT, LLC holds $554,557,056 across 14 Recreational Vehicles names. LCII ranks #6 (13.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BC |
Brunswick Corp
|
1,216,728 | $102,497,166 | |
| 2 | PII |
Polaris Inc.
|
1,444,365 | $98,852,339 | |
| 3 | PATK |
Patrick Industries Inc
|
863,601 | $77,534,097 | |
| 4 | THO |
Thor Industries Inc
|
998,960 | $75,081,833 | |
| 5 | HOG |
Harley-Davidson, Inc.
|
2,995,865 | $73,278,857 | |
| 6 | LCII |
Lci Industries
This page
|
689,629 | $73,017,917 | |
| 7 | WGO |
Winnebago Industries Inc
|
724,502 | $22,633,441 | |
| 8 | MBUU |
Malibu Boats, Inc.
|
524,052 | $14,374,745 |
All Filings in LCII
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $73,017,917 | 689,629 | Shares | Defined | 2026-08-12 | |
| 2026-03-31 | $71,808,882 | 583,907 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $69,029,597 | 568,894 | Shares | Defined | 2026-02-09 | |
| 2025-09-30 | $54,288,098 | 582,803 | Shares | Defined | 2025-11-12 | |
| 2025-06-30 | $53,765,896 | 589,603 | Shares | Defined | 2025-08-08 | |
| 2025-03-31 | $50,767,190 | 580,661 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $58,291,694 | 563,804 | Shares | Defined | 2025-02-12 | |
| 2024-09-30 | $68,076,290 | 564,761 | Shares | Defined | 2024-11-12 | |
| 2024-06-30 | $58,210,486 | 563,073 | Shares | Defined | 2024-08-09 | |
| 2024-03-31 | $67,525,852 | 548,723 | Shares | Defined | 2024-05-13 | |
| 2023-12-31 | $66,726,868 | 530,800 | Shares | Defined | 2024-02-13 | |
| 2023-09-30 | $59,312,364 | 505,130 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $61,714,729 | 488,404 | Shares | Defined | 2023-08-11 | |
| 2023-03-31 | $51,510,132 | 468,828 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $41,379,787 | 447,591 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $43,760,306 | 431,306 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $47,390,913 | 423,587 | Shares | Defined | 2022-08-12 | |
| 2022-03-31 | $44,048,866 | 424,322 | Shares | Defined | 2022-05-13 | |
| 2021-12-31 | $64,221,713 | 412,021 | Shares | Defined | 2022-02-11 | |
| 2021-09-30 | $53,707,003 | 398,923 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $53,642,489 | 408,176 | Shares | Defined | 2021-08-13 | |
| 2021-03-31 | $52,195,174 | 394,581 | Shares | Defined | 2021-05-12 | |
| 2020-12-31 | $47,313,229 | 364,846 | Shares | Defined | 2021-02-12 | |
| 2020-09-30 | $36,354,687 | 342,033 | Shares | Defined | 2020-11-13 | |
| 2020-06-30 | $40,802,951 | 354,870 | Shares | Defined | 2020-08-13 | |
| 2020-03-31 | $22,915,204 | 342,888 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||