Position in LCII
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$60,626,430
-$359,538 QoQ
Shares Held
492,978
-1.9% QoQ
Ownership
2.03%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 79%
Shared 0%
None 21%
Common Shares in LCII Over Time
Shares Held
Position Value (USD)
Position in Recreational Vehicles
Consumer Cyclical · as of Mar 31, 2026JPMORGAN CHASE & CO holds $254,389,450 across 11 Recreational Vehicles names. LCII ranks #2 (23.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | THO |
Thor Industries Inc
|
1,363,786 | $108,952,860 | |
| 2 | LCII |
Lci Industries
This page
|
492,978 | $60,626,430 | |
| 3 | PATK |
Patrick Industries Inc
|
202,250 | $22,463,903 | |
| 4 | BC |
Brunswick Corp
|
259,326 | $18,868,554 | |
| 5 | WGO |
Winnebago Industries Inc
|
415,104 | $12,864,071 | |
| 6 | PII |
Polaris Inc.
|
205,982 | $11,226,018 | |
| 7 | DOO |
BRP Inc.
|
153,361 | $11,012,852 | |
| 8 | HOG |
Harley-Davidson, Inc.
|
374,402 | $7,570,404 |
All Filings in LCII
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $60,626,430 | 492,978 | Shares | Other | 2026-05-13 | |
| 2025-12-31 | $60,985,968 | 502,604 | Shares | Other | 2026-02-11 | |
| 2025-09-30 | $51,807,978 | 556,178 | Shares | Defined | 2025-11-26 | |
| 2025-06-30 | $60,447,476 | 662,874 | Shares | Defined | 2025-08-12 | |
| 2025-03-31 | $64,653,431 | 739,488 | Shares | Other | 2025-05-12 | |
| 2024-12-31 | $87,840,656 | 849,605 | Shares | Other | 2025-02-12 | |
| 2024-09-30 | $123,405,352 | 1,023,771 | Shares | Other | 2024-12-26 | |
| 2024-06-30 | $141,478,524 | 1,368,529 | Shares | Other | 2024-12-26 | |
| 2024-03-31 | $156,455,034 | 1,271,372 | Shares | Other | 2024-12-26 | |
| 2023-12-31 | $162,544,659 | 1,293,013 | Shares | Defined | 2024-12-26 | |
| 2023-09-30 | $131,334,150 | 1,118,499 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $152,836,209 | 1,209,530 | Shares | Defined | 2023-08-11 | |
| 2023-03-31 | $131,287,286 | 1,194,933 | Shares | Defined | 2023-05-18 | |
| 2022-12-31 | $89,145,002 | 964,251 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $76,374,825 | 752,758 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $100,479,424 | 898,100 | Shares | Defined | 2022-08-11 | |
| 2022-03-31 | $108,910,183 | 1,049,130 | Shares | Other | 2022-05-11 | |
| 2021-12-31 | $182,954,593 | 1,173,764 | Shares | Defined | 2022-02-11 | |
| 2021-09-30 | $183,283,126 | 1,361,384 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $185,341,360 | 1,410,298 | Shares | Defined | 2021-08-12 | |
| 2021-03-31 | $169,462,582 | 1,281,090 | Shares | Defined | 2021-05-12 | |
| 2020-12-31 | $158,893,790 | 1,225,276 | Shares | Defined | 2021-02-19 | |
| 2020-09-30 | $128,125,258 | 1,205,431 | Shares | Defined | 2020-11-12 | |
| 2020-06-30 | $150,966,782 | 1,312,983 | Shares | Defined | 2020-08-11 | |
| 2020-03-31 | $88,246,139 | 1,320,457 | Shares | Defined | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||