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Equibles

MetLife Investment Management, LLC

Position in LCII — Lci Industries

CIK 1529735 Whippany, NJ
Back to LCII Full portfolio

Position in LCII

as of Jun 30, 2026 · filed Aug 14, 2026
Position Value
$1,487,931
-$132,576 QoQ
Shares Held
14,053
+6.6% QoQ
Ownership
0.058%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#113
of 356 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, 2026

MetLife Investment Management, LLC holds $15,399,838 across 9 Recreational Vehicles names. LCII ranks #6 (9.7% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 PII
Polaris Inc.
 57,017 $3,902,243
2 HOG
Harley-Davidson, Inc.
 110,376 $2,699,796
3 BC
Brunswick Corp
 31,276 $2,634,690
4 THO
Thor Industries Inc
 25,284 $1,900,345
5 PATK
Patrick Industries Inc
 18,922 $1,698,817
6 LCII
Lci Industries
This page 		14,053 $1,487,931
7 WGO
Winnebago Industries Inc
 16,318 $509,774
8 MBUU
Malibu Boats, Inc.
 11,521 $316,021

All Filings in LCII

Export CSV
26 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $1,487,931 14,053
2026-03-31 $1,620,507 13,177
2025-12-31 $1,587,491 13,083
2025-09-30 $1,319,283 14,163
2025-06-30 $1,336,480 14,656
2025-03-31 $1,281,374 14,656
2024-12-31 $1,541,441 14,909
2024-09-30 $1,704,435 14,140
2024-06-30 $1,461,793 14,140
2024-03-31 $1,554,740 12,634
2023-12-31 $1,632,847 12,989
2023-09-30 $1,525,168 12,989
2023-06-30 $1,641,290 12,989
2023-03-31 $1,450,064 13,198
2022-12-31 $1,220,155 13,198
2022-09-30 $1,339,069 13,198
2022-06-30 $1,476,592 13,198
2022-03-31 $1,370,084 13,198
2021-12-31 $1,335,805 8,570
2021-09-30 $1,153,779 8,570
2021-06-30 $1,208,275 9,194
2021-03-31 $1,216,182 9,194
2020-12-31 $1,291,223 9,957
2020-09-30 $1,058,329 9,957
2020-06-30 $1,240,059 10,785
2020-03-31 $720,761 10,785