Position in LCII
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$11,185,276
+$149,161 QoQ
Shares Held
90,952
0.0% QoQ
Ownership
0.375%
of shares outstanding
% of Portfolio
1.38%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2024
9 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, 2026De Lisle Partners LLP holds $33,521,878 across 8 Recreational Vehicles names. LCII ranks #1 (33.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LCII |
Lci Industries
This page
|
90,952 | $11,185,276 | |
| 2 | PATK |
Patrick Industries Inc
|
61,982 | $6,884,340 | |
| 3 | WGO |
Winnebago Industries Inc
|
172,411 | $5,343,016 | |
| 4 | MBUU |
Malibu Boats, Inc.
|
116,478 | $3,019,109 | |
| 5 | MCFT |
MasterCraft Boat Holdings, Inc.
|
129,274 | $2,651,409 | |
| 6 | MPX |
Marine Products Group, LLC
|
363,696 | $2,644,069 | |
| 7 | THO |
Thor Industries Inc
|
17,455 | $1,394,479 | |
| 8 | BC |
Brunswick Corp
|
5,500 | $400,180 |
All Filings in LCII
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $11,185,276 | 90,952 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $11,036,115 | 90,952 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $7,792,183 | 83,652 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $7,354,655 | 80,652 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $2,548,759 | 29,152 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $2,548,770 | 24,652 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $2,971,552 | 24,652 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $2,295,863 | 22,208 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $2,732,916 | 22,208 | Shares | Sole | 2024-05-08 | |
| No filing history on record for this holder in this stock. | ||||||