Position in LCII
as of Mar 31, 2026
· filed Apr 29, 2026
Position Value
$664,092
+$33,124 QoQ
Shares Held
5,400
+3.8% QoQ
Ownership
0.022%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2024
6 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 Mar 31, 2026KLP KAPITALFORVALTNING AS holds $5,000,358 across 8 Recreational Vehicles names. LCII ranks #5 (13.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BC |
Brunswick Corp
|
14,300 | $1,040,468 | |
| 2 | THO |
Thor Industries Inc
|
11,000 | $878,790 | |
| 3 | PATK |
Patrick Industries Inc
|
6,999 | $777,378 | |
| 4 | HOG |
Harley-Davidson, Inc.
|
35,500 | $717,810 | |
| 5 | LCII |
Lci Industries
This page
|
5,400 | $664,092 | |
| 6 | PII |
Polaris Inc.
|
11,600 | $632,200 | |
| 7 | WGO |
Winnebago Industries Inc
|
6,000 | $185,940 | |
| 8 | MBUU |
Malibu Boats, Inc.
|
4,000 | $103,680 |
All Filings in LCII
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $664,092 | 5,400 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $630,968 | 5,200 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $503,010 | 5,400 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $492,426 | 5,400 | Shares | Sole | 2025-07-23 | |
| 2025-03-31 | $419,664 | 4,800 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $558,306 | 5,400 | Shares | Sole | 2025-02-11 | |
| No filing history on record for this holder in this stock. | ||||||