Position in LCII
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$2,331,583
+$1,777,909 QoQ
Shares Held
22,021
+382.6% QoQ
Ownership
0.091%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#93
of 357 holders
Holding Since
Dec 2025
2 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, 2026PICTON MAHONEY ASSET MANAGEMENT holds $22,704,146 across 4 Recreational Vehicles names. LCII ranks #2 (10.3% of the industry book) .
All Filings in LCII
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2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,331,583 | 22,021 | Shares | Sole | 2026-08-13 | |
| 2025-12-31 | $553,674 | 4,563 | Shares | Sole | 2026-02-11 | |
| No filing history on record for this holder in this stock. | ||||||