Position in LCII
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$19,124,363
+$17,335,138 QoQ
Shares Held
180,623
+840.4% QoQ
Ownership
0.743%
of shares outstanding
% of Portfolio
0.18%
of 13F equity value
Holder Rank
#29
of 355 holders
Holding Since
Jun 2020
14 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in LCII Over Time
Shares Held
Position Value (USD)
Derivatives in LCII
reported options exposure · as of Jun 30, 2026CallValue
$1,058,800
CallShares
10,000
PutValue
$0
PutShares
0
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Recreational Vehicles
Consumer Cyclical · as of Jun 30, 2026ExodusPoint Capital Management, LP holds $28,961,459 across 3 Recreational Vehicles names. LCII ranks #1 (66.0% of the industry book) .
All Filings in LCII
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15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,058,800 | 10,000 | Call | Sole | 2026-08-14 | |
| 2026-06-30 | $19,124,363 | 180,623 | Shares | Sole | 2026-08-14 | |
| 2025-09-30 | $1,789,225 | 19,208 | Shares | Sole | 2025-11-14 | |
| 2025-03-31 | $1,031,936 | 11,803 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $294,351 | 2,847 | Shares | Sole | 2025-02-12 | |
| 2024-06-30 | $1,873,865 | 18,126 | Shares | Sole | 2024-08-13 | |
| 2023-06-30 | $486,865 | 3,853 | Shares | Other | 2023-08-11 | |
| 2022-06-30 | $3,537,421 | 31,618 | Shares | Other | 2022-08-22 | |
| 2022-03-31 | $2,452,822 | 23,628 | Shares | Other | 2022-05-13 | |
| 2021-12-31 | $546,636 | 3,507 | Shares | Other | 2022-02-11 | |
| 2021-09-30 | $788,393 | 5,856 | Shares | Other | 2021-11-15 | |
| 2021-06-30 | $1,251,249 | 9,521 | Shares | Other | 2021-08-16 | |
| 2021-03-31 | $1,687,231 | 12,755 | Shares | Other | 2021-05-17 | |
| 2020-09-30 | $361,173 | 3,398 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $217,542 | 1,892 | Shares | Sole | 2020-08-14 | |
| No filing history on record for this holder in this stock. | ||||||