XPONANCE LLC

Position in LCII — Lci Industries

CIK 1637541 PHILADELPHIA, PA

Position in LCII

as of Jun 30, 2026 · filed Aug 10, 2026 Compact

Position Value

$253,688

-$20,803 QoQ

Shares Held

2,396

+7.3% QoQ

Ownership

0.010%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#223

of 355 holders

Holding Since

Dec 2025

3 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Consumer Cyclical · as of Jun 30, 2026

XPONANCE LLC holds $2,667,791 across 6 Recreational Vehicles names. LCII ranks #6 (9.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	BC	Brunswick Corp	7,825	$659,178
2	PII	Polaris Inc.	8,033	$549,778
3	THO	Thor Industries Inc	6,224	$467,795
4	HOG	Harley-Davidson, Inc.	18,352	$448,889
5	PATK	Patrick Industries Inc	3,213	$288,463
6	LCII	Lci Industries This page	2,396	$253,688

3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$253,688	2,396	+7.3%	Shares	Sole	2026-08-10
2026-03-31	$274,491	2,232	+19.1%	Shares	Sole	2026-05-13
2025-12-31	$227,391	1,874	—	Shares	Sole	2026-02-12
No filing history on record for this holder in this stock.