Position in LCII
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$252,477
+$4,823 QoQ
Shares Held
2,053
+0.6% QoQ
Ownership
0.008%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2022
17 quarters on record
Voting authority
Sole 5.455431076473453.ToString("F0")%
Shared 0.ToString("F0")%
None 94.54456892352655.ToString("F0")%
Common Shares in LCII Over Time
Shares Held
Position Value (USD)
Position in Recreational Vehicles
Consumer Cyclical · as of Mar 31, 2026CWM, LLC holds $8,124,344 across 10 Recreational Vehicles names. LCII ranks #5 (3.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BC |
Brunswick Corp
|
53,983 | $3,927,803 | |
| 2 | PII |
Polaris Inc.
|
42,173 | $2,298,428 | |
| 3 | WGO |
Winnebago Industries Inc
|
33,354 | $1,033,640 | |
| 4 | HOG |
Harley-Davidson, Inc.
|
24,412 | $493,610 | |
| 5 | LCII |
Lci Industries
This page
|
2,053 | $252,477 | |
| 6 | THO |
Thor Industries Inc
|
838 | $66,947 | |
| 7 | MCFT |
MasterCraft Boat Holdings, Inc.
|
1,122 | $23,012 | |
| 8 | PATK |
Patrick Industries Inc
|
135 | $14,994 |
All Filings in LCII
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $252,477 | 2,053 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $247,654 | 2,041 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $300,036 | 3,221 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 | $247,672 | 2,716 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $20,720 | 237 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $10,132 | 98 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $12,295 | 102 | Shares | Sole | 2024-10-08 | |
| 2024-06-30 | $6,512 | 63 | Shares | Sole | 2024-07-10 | |
| 2024-03-31 | $18,828 | 153 | Shares | Sole | 2024-04-05 | |
| 2023-12-31 | $22,627 | 180 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $27,945 | 238 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 | $29,062 | 230 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $14,942 | 136 | Shares | Sole | 2023-05-01 | |
| 2022-12-31 | $20,154 | 218 | Shares | Sole | 2023-02-01 | |
| 2022-09-30 | $25,466 | 251 | Shares | Sole | 2022-10-27 | |
| 2022-06-30 | $12,754 | 114 | Shares | Sole | 2022-07-28 | |
| 2022-03-31 | $18,478 | 178 | Shares | Sole | 2022-04-21 | |
| No filing history on record for this holder in this stock. | ||||||