Position in LCII
as of Mar 31, 2026
· filed May 18, 2026
Position Value
$1,412,917
-$7,138,883 QoQ
Shares Held
11,489
-83.7% QoQ
Ownership
0.047%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in LCII Over Time
Shares Held
Position Value (USD)
Position in Recreational Vehicles
Consumer Cyclical · as of Mar 31, 2026JANUS HENDERSON GROUP PLC holds $34,842,392 across 8 Recreational Vehicles names. LCII ranks #5 (4.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | THO |
Thor Industries Inc
|
209,172 | $16,710,750 | |
| 2 | MBUU |
Malibu Boats, Inc.
|
391,750 | $10,154,159 | |
| 3 | BC |
Brunswick Corp
|
29,145 | $2,120,590 | |
| 4 | PATK |
Patrick Industries Inc
|
14,365 | $1,595,520 | |
| 5 | LCII |
Lci Industries
This page
|
11,489 | $1,412,917 | |
| 6 | PII |
Polaris Inc.
|
25,246 | $1,375,907 | |
| 7 | HOG |
Harley-Davidson, Inc.
|
52,099 | $1,053,441 | |
| 8 | WGO |
Winnebago Industries Inc
|
13,524 | $419,108 |
All Filings in LCII
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,412,917 | 11,489 | Shares | Defined | 2026-05-18 | |
| 2025-12-31 | $8,551,800 | 70,478 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 | $911,845 | 9,789 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $871,685 | 9,559 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $1,036,832 | 11,859 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $1,226,102 | 11,859 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $1,429,483 | 11,859 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $1,225,983 | 11,859 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $1,474,750 | 11,984 | Shares | Defined | 2024-05-15 | |
| 2023-12-31 | $2,428,087 | 19,315 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $2,151,132 | 18,320 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $2,194,114 | 17,364 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $1,702,764 | 15,498 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $897,134 | 9,704 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $1,003,033 | 9,886 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $1,209,421 | 10,810 | Shares | Defined | 2022-08-15 | |
| 2022-03-31 | $1,152,913 | 11,106 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $1,944,634 | 12,476 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $1,262,290 | 9,376 | Shares | Defined | 2021-11-16 | |
| 2021-06-30 | $917,311 | 6,980 | Shares | Defined | 2021-08-16 | |
| 2021-03-31 | $1,291,317 | 9,762 | Shares | Defined | 2021-05-17 | |
| 2020-12-31 | $802,978 | 6,192 | Shares | Defined | 2021-02-16 | |
| 2020-09-30 | $464,806 | 4,373 | Shares | Defined | 2020-11-16 | |
| 2020-06-30 | $480,846 | 4,182 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $288,772 | 4,321 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||