Position in LCII
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$2,504,487
+$1,621,982 QoQ
Shares Held
20,365
+180.0% QoQ
Ownership
0.084%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2020
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, 2026Quantinno Capital Management LP holds $54,719,614 across 9 Recreational Vehicles names. LCII ranks #5 (4.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PII |
Polaris Inc.
|
367,269 | $20,016,160 | |
| 2 | THO |
Thor Industries Inc
|
121,247 | $9,686,422 | |
| 3 | BC |
Brunswick Corp
|
125,449 | $9,127,669 | |
| 4 | HOG |
Harley-Davidson, Inc.
|
433,999 | $8,775,459 | |
| 5 | LCII |
Lci Industries
This page
|
20,365 | $2,504,487 | |
| 6 | WGO |
Winnebago Industries Inc
|
46,908 | $1,453,678 | |
| 7 | MCFT |
MasterCraft Boat Holdings, Inc.
|
62,674 | $1,285,443 | |
| 8 | PATK |
Patrick Industries Inc
|
10,005 | $1,111,255 |
All Filings in LCII
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $2,504,487 | 20,365 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $882,505 | 7,273 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $509,996 | 5,475 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $323,086 | 3,543 | Shares | Sole | 2025-08-14 | |
| 2021-03-31 | $278,317 | 2,104 | Shares | Sole | 2021-05-17 | |
| 2020-09-30 | $592,035 | 5,570 | Shares | Sole | 2020-11-16 | |
| No filing history on record for this holder in this stock. | ||||||