Position in LCII
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$415,367
-$70,648 QoQ
Shares Held
3,923
-0.7% QoQ
Ownership
0.016%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#188
of 357 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 89%
Shared 0%
None 11%
Common Shares in LCII Over Time
Shares Held
Position Value (USD)
Position in Recreational Vehicles
Consumer Cyclical · as of Jun 30, 2026US BANCORP \DE\ holds $3,376,368 across 9 Recreational Vehicles names. LCII ranks #5 (12.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BC |
Brunswick Corp
|
10,174 | $857,057 | |
| 2 | PII |
Polaris Inc.
|
11,598 | $793,766 | |
| 3 | MBUU |
Malibu Boats, Inc.
|
17,426 | $477,995 | |
| 4 | PATK |
Patrick Industries Inc
|
5,034 | $451,952 | |
| 5 | LCII |
Lci Industries
This page
|
3,923 | $415,367 | |
| 6 | HOG |
Harley-Davidson, Inc.
|
8,866 | $216,861 | |
| 7 | THO |
Thor Industries Inc
|
1,797 | $135,062 | |
| 8 | WGO |
Winnebago Industries Inc
|
746 | $23,305 |
All Filings in LCII
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $415,367 | 3,923 | Shares | Defined | 2026-08-12 | |
| 2026-03-31 | $486,015 | 3,952 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $450,776 | 3,715 | Shares | Defined | 2026-01-30 | |
| 2025-09-30 | $350,336 | 3,761 | Shares | Defined | 2025-11-12 | |
| 2025-06-30 | $346,429 | 3,799 | Shares | Defined | 2025-07-24 | |
| 2025-03-31 | $311,599 | 3,564 | Shares | Defined | 2025-05-08 | |
| 2024-12-31 | $388,951 | 3,762 | Shares | Defined | 2025-02-05 | |
| 2024-09-30 | $464,559 | 3,854 | Shares | Defined | 2024-10-28 | |
| 2024-06-30 | $393,876 | 3,810 | Shares | Defined | 2024-08-07 | |
| 2024-03-31 | $496,668 | 4,036 | Shares | Defined | 2024-05-08 | |
| 2023-12-31 | $508,747 | 4,047 | Shares | Defined | 2024-02-09 | |
| 2023-09-30 | $495,277 | 4,218 | Shares | Defined | 2023-11-03 | |
| 2023-06-30 | $531,090 | 4,203 | Shares | Defined | 2023-08-10 | |
| 2023-03-31 | $449,807 | 4,094 | Shares | Defined | 2023-05-09 | |
| 2022-12-31 | $436,640 | 4,723 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $496,341 | 4,892 | Shares | Defined | 2022-10-27 | |
| 2022-06-30 | $891,123 | 7,965 | Shares | Defined | 2022-08-01 | |
| 2022-03-31 | $686,910 | 6,617 | Shares | Defined | 2022-05-11 | |
| 2021-12-31 | $844,659 | 5,419 | Shares | Defined | 2022-02-11 | |
| 2021-09-30 | $718,250 | 5,335 | Shares | Defined | 2021-11-10 | |
| 2021-06-30 | $741,734 | 5,644 | Shares | Defined | 2021-08-05 | |
| 2021-03-31 | $773,837 | 5,850 | Shares | Defined | 2021-04-28 | |
| 2020-12-31 | $782,358 | 6,033 | Shares | Defined | 2021-02-04 | |
| 2020-09-30 | $681,743 | 6,414 | Shares | Defined | 2020-11-10 | |
| 2020-06-30 | $812,333 | 7,065 | Shares | Defined | 2020-08-07 | |
| 2020-03-31 | $501,357 | 7,502 | Shares | Defined | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||