Position in LCII
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$45,200,164
-$5,792,009 QoQ
Shares Held
426,900
+3.0% QoQ
Ownership
1.76%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#14
of 357 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 97%
Shared 0%
None 3%
Common Shares in LCII Over Time
Shares Held
Position Value (USD)
Position in Recreational Vehicles
Consumer Cyclical · as of Jun 30, 2026Bank of New York Mellon Corp holds $322,929,399 across 10 Recreational Vehicles names. LCII ranks #3 (14.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BC |
Brunswick Corp
|
1,201,336 | $101,200,538 | |
| 2 | PATK |
Patrick Industries Inc
|
725,530 | $65,138,076 | |
| 3 | LCII |
Lci Industries
This page
|
426,900 | $45,200,164 | |
| 4 | PII |
Polaris Inc.
|
639,691 | $43,780,446 | |
| 5 | THO |
Thor Industries Inc
|
385,608 | $28,982,292 | |
| 6 | HOG |
Harley-Davidson, Inc.
|
1,158,910 | $28,346,932 | |
| 7 | WGO |
Winnebago Industries Inc
|
188,240 | $5,880,615 | |
| 8 | MBUU |
Malibu Boats, Inc.
|
86,914 | $2,384,048 |
All Filings in LCII
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $45,200,164 | 426,900 | Shares | Defined | 2026-08-06 | |
| 2026-03-31 | $50,992,173 | 414,638 | Shares | Defined | 2026-05-05 | |
| 2025-12-31 | $52,120,500 | 429,541 | Shares | Defined | 2026-02-10 | |
| 2025-09-30 | $31,016,058 | 332,969 | Shares | Other | 2025-11-03 | |
| 2025-06-30 | $31,698,368 | 347,608 | Shares | Defined | 2025-08-05 | |
| 2025-03-31 | $29,902,453 | 342,016 | Shares | Other | 2025-04-29 | |
| 2024-12-31 | $36,975,258 | 357,629 | Shares | Other | 2025-02-04 | |
| 2024-09-30 | $33,370,892 | 276,845 | Shares | Other | 2024-11-12 | |
| 2024-06-30 | $30,824,086 | 298,163 | Shares | Defined | 2024-07-25 | |
| 2024-03-31 | $38,511,006 | 312,945 | Shares | Other | 2024-04-25 | |
| 2023-12-31 | $40,215,503 | 319,907 | Shares | Other | 2024-01-29 | |
| 2023-09-30 | $50,353,095 | 428,829 | Shares | Defined | 2023-10-24 | |
| 2023-06-30 | $55,030,279 | 435,504 | Shares | Defined | 2023-08-03 | |
| 2023-03-31 | $48,299,835 | 439,609 | Shares | Defined | 2023-05-09 | |
| 2022-12-31 | $42,280,708 | 457,336 | Shares | Other | 2023-02-14 | |
| 2022-09-30 | $39,922,579 | 393,481 | Shares | Other | 2022-11-14 | |
| 2022-06-30 | $44,347,997 | 396,389 | Shares | Defined | 2022-08-15 | |
| 2022-03-31 | $44,866,886 | 432,202 | Shares | Defined | 2022-05-11 | |
| 2021-12-31 | $67,684,673 | 434,238 | Shares | Defined | 2022-02-11 | |
| 2021-09-30 | $61,785,608 | 458,929 | Shares | Defined | 2021-11-18 | |
| 2021-06-30 | $47,723,066 | 363,134 | Shares | Defined | 2021-08-11 | |
| 2021-03-31 | $51,119,865 | 386,452 | Shares | Defined | 2021-05-13 | |
| 2020-12-31 | $51,204,791 | 394,855 | Shares | Defined | 2021-02-09 | |
| 2020-09-30 | $43,930,715 | 413,310 | Shares | Defined | 2020-11-12 | |
| 2020-06-30 | $49,589,145 | 431,285 | Shares | Defined | 2020-08-12 | |
| 2020-03-31 | $29,410,609 | 440,081 | Shares | Defined | 2020-05-06 | |
| No filing history on record for this holder in this stock. | ||||||