Position in LCII
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$23,983,089
-$5,799,222 QoQ
Shares Held
226,512
-6.5% QoQ
Ownership
0.932%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#25
of 357 holders
Holding Since
Dec 2024
7 quarters on record
Voting authority
Sole 1%
Shared 0%
None 99%
Common Shares in LCII Over Time
Shares Held
Position Value (USD)
Position in Recreational Vehicles
Consumer Cyclical · as of Jun 30, 2026RAYMOND JAMES FINANCIAL INC holds $147,320,827 across 8 Recreational Vehicles names. LCII ranks #2 (16.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BC |
Brunswick Corp
|
897,217 | $75,581,557 | |
| 2 | LCII |
Lci Industries
This page
|
226,512 | $23,983,089 | |
| 3 | PATK |
Patrick Industries Inc
|
258,555 | $23,213,066 | |
| 4 | THO |
Thor Industries Inc
|
202,605 | $15,227,790 | |
| 5 | PII |
Polaris Inc.
|
66,926 | $4,580,415 | |
| 6 | MBUU |
Malibu Boats, Inc.
|
123,658 | $3,391,938 | |
| 7 | HOG |
Harley-Davidson, Inc.
|
45,796 | $1,120,170 | |
| 8 | WGO |
Winnebago Industries Inc
|
7,132 | $222,802 |
All Filings in LCII
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $23,983,089 | 226,512 | Shares | Defined | 2026-08-14 | |
| 2026-03-31 | $29,782,311 | 242,172 | Shares | Defined | 2026-05-14 | |
| 2025-12-31 | $29,327,998 | 241,701 | Shares | Defined | 2026-02-18 | |
| 2025-09-30 | $24,224,588 | 260,060 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $24,495,184 | 268,617 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $24,570,714 | 281,033 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $31,455,475 | 304,241 | Shares | Defined | 2025-04-23 | |
| No filing history on record for this holder in this stock. | ||||||