Position in LCII
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$14,410,479
-$1,003,465 QoQ
Shares Held
136,102
+8.6% QoQ
Ownership
0.560%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#41
of 355 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, 2026ENVESTNET ASSET MANAGEMENT INC holds $124,151,977 across 8 Recreational Vehicles names. LCII ranks #3 (11.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | THO |
Thor Industries Inc
|
987,883 | $74,249,286 | |
| 2 | BC |
Brunswick Corp
|
238,785 | $20,115,248 | |
| 3 | LCII |
Lci Industries
This page
|
136,102 | $14,410,479 | |
| 4 | PATK |
Patrick Industries Inc
|
143,423 | $12,876,516 | |
| 5 | HOG |
Harley-Davidson, Inc.
|
33,576 | $821,268 | |
| 6 | PII |
Polaris Inc.
|
9,858 | $674,681 | |
| 7 | MBUU |
Malibu Boats, Inc.
|
21,265 | $583,298 | |
| 8 | MCFT |
MasterCraft Boat Holdings, Inc.
|
16,313 | $421,201 |
All Filings in LCII
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $14,410,479 | 136,102 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $15,413,944 | 125,337 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $11,438,600 | 94,269 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $9,863,280 | 105,886 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $9,706,081 | 106,438 | Shares | Sole | 2025-08-01 | |
| 2025-03-31 | $9,638,370 | 110,241 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $11,940,821 | 115,493 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $16,071,839 | 133,332 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $11,264,284 | 108,960 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $12,104,058 | 98,359 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $11,270,027 | 89,651 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $10,063,598 | 85,706 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $7,837,099 | 62,022 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $29,536,242 | 268,829 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $5,467,862 | 59,144 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $6,757,033 | 66,598 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $3,661,161 | 32,724 | Shares | Sole | 2022-08-03 | |
| 2022-03-31 | $3,306,556 | 31,852 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $3,046,011 | 19,542 | Shares | Sole | 2022-02-04 | |
| 2021-09-30 | $2,303,250 | 17,108 | Shares | Sole | 2021-10-07 | |
| 2021-06-30 | $2,083,138 | 15,851 | Shares | Sole | 2021-08-04 | |
| 2021-03-31 | $1,938,827 | 14,657 | Shares | Sole | 2021-05-04 | |
| 2020-12-31 | $1,643,564 | 12,674 | Shares | Sole | 2021-02-02 | |
| 2020-09-30 | $1,296,738 | 12,200 | Shares | Sole | 2020-10-09 | |
| 2020-06-30 | $1,723,895 | 14,993 | Shares | Sole | 2020-07-08 | |
| 2020-03-31 | $1,125,484 | 16,841 | Shares | Sole | 2020-04-23 | |
| No filing history on record for this holder in this stock. | ||||||