Hudson Portfolio Management LLC

Position in LCII — Lci Industries

CIK 1847700 Garrison, NY

Position in LCII

as of Jun 30, 2026 · filed Aug 12, 2026 Compact

Position Value

$520,506

-$86,523 QoQ

Shares Held

4,916

-0.4% QoQ

Ownership

0.020%

of shares outstanding

% of Portfolio

0.59%

of 13F equity value

Holder Rank

#174

of 346 holders

Holding Since

Mar 2021

20 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Consumer Cyclical · as of Jun 30, 2026

Hudson Portfolio Management LLC holds $762,459 across 2 Recreational Vehicles names. LCII ranks #1 (68.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)	Open
1	LCII	Lci Industries This page	4,916	$520,506
2	WGO	Winnebago Industries Inc	7,745	$241,953

20 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$520,506	4,916	-0.4%	Shares	Sole	2026-08-12
2026-03-31	$607,029	4,936	0.0%	Shares	Sole	2026-05-14
2025-12-31	$598,934	4,936	-0.7%	Shares	Sole	2026-02-13
2025-09-30	$463,048	4,971	-1.0%	Shares	Sole	2025-11-14
2025-06-30	$457,864	5,021	-1.6%	Shares	Sole	2025-08-13
2025-03-31	$445,980	5,101	-3.0%	Shares	Sole	2025-05-14
2024-12-31	$543,934	5,261	-0.6%	Shares	Sole	2025-02-13
2024-09-30	$637,777	5,291	-1.7%	Shares	Sole	2024-11-13
2023-12-31	$676,445	5,381	-1.3%	Shares	Sole	2024-02-13
2023-09-30	$640,056	5,451	-0.9%	Shares	Sole	2023-11-14
2023-06-30	$695,106	5,501	0.0%	Shares	Sole	2023-08-08
2023-03-31	$604,394	5,501	-0.4%	Shares	Sole	2023-05-12
2022-12-31	$510,416	5,521	0.0%	Shares	Sole	2023-02-07
2022-09-30	$560,160	5,521	-0.9%	Shares	Sole	2022-11-09
2022-06-30	$623,283	5,571	-0.9%	Shares	Sole	2022-08-09
2022-03-31	$583,412	5,620	+0.7%	Shares	Sole	2022-05-12
2021-12-31	$869,754	5,580	-1.4%	Shares	Sole	2022-02-15
2021-09-30	$762,005	5,660	-0.9%	Shares	Sole	2021-11-09
2021-06-30	$750,408	5,710	0.0%	Shares	Sole	2021-08-10
2021-03-31	$755,318	5,710	—	Shares	Sole	2021-05-13
No filing history on record for this holder in this stock.