Position in LCII
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$40,408,041
-$4,267,023 QoQ
Shares Held
381,640
+5.1% QoQ
Ownership
1.57%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#17
of 346 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, 2026BANK OF AMERICA CORP /DE/ holds $192,464,510 across 11 Recreational Vehicles names. LCII ranks #2 (21.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HOG |
Harley-Davidson, Inc.
|
1,842,376 | $45,064,515 | |
| 2 | LCII |
Lci Industries
This page
|
381,640 | $40,408,041 | |
| 3 | PATK |
Patrick Industries Inc
|
341,345 | $30,645,952 | |
| 4 | BC |
Brunswick Corp
|
325,744 | $27,440,671 | |
| 5 | PII |
Polaris Inc.
|
253,857 | $17,373,972 | |
| 6 | DOO |
BRP Inc.
|
203,230 | $12,401,093 | |
| 7 | MBUU |
Malibu Boats, Inc.
|
259,802 | $7,126,366 | |
| 8 | THO |
Thor Industries Inc
|
91,621 | $6,886,233 |
All Filings in LCII
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $40,408,041 | 381,640 | Shares | Defined | 2026-08-14 | |
| 2026-03-31 | $44,675,064 | 363,271 | Shares | Defined | 2026-05-18 | |
| 2025-12-31 | $43,782,623 | 360,826 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 | $32,541,950 | 349,350 | Shares | Defined | 2026-02-03 | |
| 2025-06-30 | $36,188,931 | 396,852 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $16,604,964 | 189,923 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $22,177,255 | 214,501 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $27,698,884 | 229,790 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $19,728,519 | 190,835 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $28,973,489 | 235,442 | Shares | Defined | 2024-05-15 | |
| 2023-12-31 | $30,930,942 | 246,050 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $26,237,026 | 223,446 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $25,985,425 | 205,646 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $18,848,964 | 171,557 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $16,981,029 | 183,678 | Shares | Defined | 2023-02-10 | |
| 2022-09-30 | $19,689,933 | 194,066 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $22,136,797 | 197,862 | Shares | Defined | 2022-08-12 | |
| 2022-03-31 | $22,670,544 | 218,385 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $38,240,987 | 245,339 | Shares | Defined | 2022-02-08 | |
| 2021-09-30 | $29,378,148 | 218,214 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $30,346,321 | 230,911 | Shares | Defined | 2021-09-13 | |
| 2021-03-31 | $11,072,097 | 83,702 | Shares | Defined | 2021-05-14 | |
| 2020-12-31 | $7,123,449 | 54,931 | Shares | Defined | 2021-02-10 | |
| 2020-09-30 | $5,728,391 | 53,894 | Shares | Defined | 2020-11-13 | |
| 2020-06-30 | $6,731,617 | 58,546 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $3,859,496 | 57,751 | Shares | Defined | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||