Position in LCII
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$4,235,200
-$1,913,800 QoQ
Shares Held
40,000
-20.0% QoQ
Ownership
0.165%
of shares outstanding
% of Portfolio
0.53%
of 13F equity value
Holder Rank
#71
of 357 holders
Holding Since
Mar 2020
7 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, 2026INTRINSIC EDGE CAPITAL MANAGEMENT LLC holds $4,235,200 across 1 Recreational Vehicles name. LCII ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LCII |
Lci Industries
This page
|
40,000 | $4,235,200 |
All Filings in LCII
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,235,200 | 40,000 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $6,149,000 | 50,000 | Shares | Sole | 2026-05-18 | |
| 2021-03-31 | $8,014,183 | 60,585 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $8,570,421 | 66,089 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $8,761,059 | 82,426 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $11,465,230 | 99,715 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $5,116,036 | 76,553 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||