Position in LCII
as of Mar 31, 2026
· filed Apr 22, 2026
Position Value
$468,553
-$205,733 QoQ
Shares Held
3,810
-31.4% QoQ
Ownership
0.016%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2024
7 quarters on record
Voting authority
Sole 81.12860892388451.ToString("F0")%
Shared 0.ToString("F0")%
None 18.871391076115486.ToString("F0")%
Common Shares in LCII Over Time
Shares Held
Position Value (USD)
Position in Recreational Vehicles
Consumer Cyclical · as of Mar 31, 2026Sterling Capital Management LLC holds $2,360,052 across 10 Recreational Vehicles names. LCII ranks #3 (19.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PATK |
Patrick Industries Inc
|
6,861 | $762,051 | |
| 2 | PII |
Polaris Inc.
|
8,614 | $469,463 | |
| 3 | LCII |
Lci Industries
This page
|
3,810 | $468,553 | |
| 4 | WGO |
Winnebago Industries Inc
|
8,394 | $260,130 | |
| 5 | BC |
Brunswick Corp
|
2,197 | $159,853 | |
| 6 | THO |
Thor Industries Inc
|
1,690 | $135,014 | |
| 7 | HOG |
Harley-Davidson, Inc.
|
3,812 | $77,078 | |
| 8 | MBUU |
Malibu Boats, Inc.
|
616 | $15,966 |
All Filings in LCII
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $468,553 | 3,810 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $674,286 | 5,557 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $142,705 | 1,532 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $54,805 | 601 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $2,273 | 26 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $2,584 | 25 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $3,013 | 25 | Shares | Sole | 2024-11-12 | |
| No filing history on record for this holder in this stock. | ||||||