Position in LCII
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$2,647
+$505 QoQ
Shares Held
25
+8.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#300
of 346 holders
Holding Since
Jun 2024
6 quarters on record
Voting authority
Sole 0%
Shared 100%
None 0%
Common Shares in LCII Over Time
Shares Held
Position Value (USD)
Position in Recreational Vehicles
Consumer Cyclical · as of Jun 30, 2026Quarry LP holds $48,373 across 8 Recreational Vehicles names. LCII ranks #4 (5.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HOG |
Harley-Davidson, Inc.
|
1,368 | $33,461 | |
| 2 | MCFT |
MasterCraft Boat Holdings, Inc.
|
204 | $5,267 | |
| 3 | WGO |
Winnebago Industries Inc
|
105 | $3,280 | |
| 4 | LCII |
Lci Industries
This page
|
25 | $2,647 | |
| 5 | PATK |
Patrick Industries Inc
|
14 | $1,256 | |
| 6 | THO |
Thor Industries Inc
|
16 | $1,202 | |
| 7 | MBUU |
Malibu Boats, Inc.
|
26 | $713 | |
| 8 | PII |
Polaris Inc.
|
8 | $547 |
All Filings in LCII
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,647 | 25 | Shares | Other | 2026-08-14 | |
| 2025-09-30 | $2,142 | 23 | Shares | Other | 2025-11-14 | |
| 2025-03-31 | $2,710 | 31 | Shares | Other | 2025-05-15 | |
| 2024-12-31 | $4,342 | 42 | Shares | Other | 2025-02-14 | |
| 2024-09-30 | $15,549 | 129 | Shares | Other | 2024-11-14 | |
| 2024-06-30 | $14,369 | 139 | Shares | Other | 2024-08-14 | |
| No filing history on record for this holder in this stock. | ||||||