Position in LCII
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$29,782,311
+$454,313 QoQ
Shares Held
242,172
+0.2% QoQ
Ownership
0.997%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2024
6 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 Mar 31, 2026RAYMOND JAMES FINANCIAL INC holds $143,867,410 across 8 Recreational Vehicles names. LCII ranks #2 (20.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BC |
Brunswick Corp
|
866,116 | $63,018,597 | |
| 2 | LCII |
Lci Industries
This page
|
242,172 | $29,782,311 | |
| 3 | PATK |
Patrick Industries Inc
|
210,172 | $23,343,803 | |
| 4 | THO |
Thor Industries Inc
|
245,200 | $19,589,027 | |
| 5 | PII |
Polaris Inc.
|
63,580 | $3,465,109 | |
| 6 | MBUU |
Malibu Boats, Inc.
|
126,067 | $3,267,655 | |
| 7 | HOG |
Harley-Davidson, Inc.
|
57,197 | $1,156,522 | |
| 8 | WGO |
Winnebago Industries Inc
|
7,886 | $244,386 |
All Filings in LCII
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 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. | ||||||