Position in LCII
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$19,274,606
-$8,585,283 QoQ
Shares Held
182,042
-19.6% QoQ
Ownership
0.749%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#28
of 357 holders
Holding Since
Mar 2022
14 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, 2026Balyasny Asset Management L.P. holds $113,765,964 across 5 Recreational Vehicles names. LCII ranks #2 (16.9% of the industry book) .
All Filings in LCII
Export CSV
14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $19,274,606 | 182,042 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $27,859,889 | 226,540 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $13,045,870 | 107,515 | Shares | Sole | 2026-02-17 | |
| 2025-03-31 | $8,458,502 | 96,746 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $5,431,800 | 52,537 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $6,243,610 | 51,797 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $3,794,769 | 36,707 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $9,012,052 | 73,233 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $2,978,572 | 23,694 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $4,626,348 | 39,400 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $2,402,609 | 19,014 | Shares | Sole | 2023-08-14 | |
| 2022-09-30 | $1,539,452 | 15,173 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $1,392,682 | 12,448 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $1,052,633 | 10,140 | Shares | Sole | 2022-05-16 | |
| No filing history on record for this holder in this stock. | ||||||