Allianz Asset Management GmbH

Position in LCII — Lci Industries

CIK 1535323 MUNICH, 2M

Position in LCII

as of Jun 30, 2026 · filed Sep 2, 2026 Compact

Position Value

$2,284,255

-$179,034 QoQ

Shares Held

21,574

+7.7% QoQ

Ownership

0.089%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#94

of 356 holders

Holding Since

Sep 2020

13 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Consumer Cyclical · as of Jun 30, 2026

Allianz Asset Management GmbH holds $106,710,748 across 6 Recreational Vehicles names. LCII ranks #6 (2.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	BC	Brunswick Corp	742,896	$62,581,559
2	PII	Polaris Inc.	386,300	$26,438,371
3	WGO	Winnebago Industries Inc	216,004	$6,747,964
4	THO	Thor Industries Inc	65,796	$4,945,227
5	DOO	BRP Inc.	60,855	$3,713,372
6	LCII	Lci Industries This page	21,574	$2,284,255

13 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,284,255	21,574	+7.7%	Shares	Defined	2026-09-02
2026-03-31	$2,463,289	20,030	-9.1%	Shares	Defined	2026-05-11
2025-06-30	$2,010,465	22,047	+8.4%	Shares	Defined	2025-07-28
2025-03-31	$1,778,938	20,347	+16.0%	Shares	Defined	2025-05-05
2024-12-31	$1,814,184	17,547	+82.8%	Shares	Defined	2025-02-03
2023-03-31	$1,054,752	9,600	-19.3%	Shares	Defined	2023-05-11
2022-12-31	$1,100,155	11,900	+11.5%	Shares	Defined	2023-02-13
2021-12-31	$1,663,444	10,672	+0.3%	Shares	Defined	2022-02-11
2021-09-30	$1,433,001	10,644	+1.7%	Shares	Defined	2021-11-10
2021-06-30	$1,374,784	10,461	-4.0%	Shares	Defined	2021-08-16
2021-03-31	$1,441,984	10,901	-68.5%	Shares	Defined	2021-05-13
2020-12-31	$4,487,835	34,607	+659.8%	Shares	Defined	2021-02-16
2020-09-30	$484,150	4,555	—	Shares	Defined	2020-11-13
No filing history on record for this holder in this stock.