Atom Investors LP

Position in LCII — Lci Industries

CIK 1738902 AUSTIN, TX

Position in LCII

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$1,094,269

-$141,311 QoQ

Shares Held

10,335

+2.9% QoQ

Ownership

0.043%

of shares outstanding

% of Portfolio

0.10%

of 13F equity value

Holder Rank

#129

of 357 holders

Holding Since

Jun 2025

4 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Consumer Cyclical · as of Jun 30, 2026

Atom Investors LP holds $8,075,424 across 5 Recreational Vehicles names. LCII ranks #4 (13.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MBUU	Malibu Boats, Inc.	127,366	$3,493,649
2	PATK	Patrick Industries Inc	18,120	$1,626,813
3	BC	Brunswick Corp	13,777	$1,160,574
4	LCII	Lci Industries This page	10,335	$1,094,269
5	WGO	Winnebago Industries Inc	22,411	$700,119

4 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,094,269	10,335	+2.9%	Shares	Sole	2026-08-14
2026-03-31	$1,235,580	10,047	+272.2%	Shares	Sole	2026-05-15
2025-09-30	$251,411	2,699	-0.8%	Shares	Sole	2025-11-14
2025-06-30	$248,219	2,722	—	Shares	Sole	2025-08-14
No filing history on record for this holder in this stock.