Brevan Howard Capital Management LP

Position in LCII — Lci Industries

CIK 1512857 ST. HELIER, Y9

Position in LCII

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$309,699

-$2,106,489 QoQ

Shares Held

2,925

-85.1% QoQ

Ownership

0.012%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#204

of 357 holders

Holding Since

Dec 2023

7 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Consumer Cyclical · as of Jun 30, 2026

Brevan Howard Capital Management LP holds $7,007,884 across 5 Recreational Vehicles names. LCII ranks #5 (4.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PII	Polaris Inc.	44,167	$3,022,789
2	BC	Brunswick Corp	33,350	$2,809,404
3	PATK	Patrick Industries Inc	5,259	$472,153
4	MBUU	Malibu Boats, Inc.	14,358	$393,839
5	LCII	Lci Industries This page	2,925	$309,699

7 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$309,699	2,925	-85.1%	Shares	Defined	2026-08-14
2026-03-31	$2,416,188	19,647	+198.8%	Shares	Defined	2026-05-15
2025-12-31	$797,810	6,575	+36.4%	Shares	Defined	2026-02-17
2025-09-30	$448,983	4,820	-24.2%	Shares	Defined	2025-11-14
2025-06-30	$580,241	6,363	-12.8%	Shares	Defined	2025-08-14
2024-12-31	$754,540	7,298	+298.8%	Shares	Defined	2025-02-14
2023-12-31	$230,049	1,830	—	Shares	Defined	2024-02-14
No filing history on record for this holder in this stock.