SummitTX Capital, L.P.

Position in LCII — Lci Industries

CIK 2052310 FORT WORTH, TX

Position in LCII

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$460,578

-$268,068 QoQ

Shares Held

4,350

-27.6% QoQ

Ownership

0.018%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#181

of 346 holders

Holding Since

Dec 2025

2 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Consumer Cyclical · as of Jun 30, 2026

SummitTX Capital, L.P. holds $3,829,940 across 5 Recreational Vehicles names. LCII ranks #4 (12.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	THO	Thor Industries Inc	24,234	$1,821,427
2	PATK	Patrick Industries Inc	7,063	$634,116
3	HOG	Harley-Davidson, Inc.	23,266	$569,086
4	LCII	Lci Industries This page	4,350	$460,578
5	WGO	Winnebago Industries Inc	11,035	$344,733

2 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$460,578	4,350	-27.6%	Shares	Sole	2026-08-14
2025-12-31	$728,646	6,005	—	Shares	Sole	2026-02-17
No filing history on record for this holder in this stock.