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Equibles

STIFEL FINANCIAL CORP

Position in LCII — Lci Industries

CIK 720672 ST. LOUIS, MO
Back to LCII Full portfolio

Position in LCII

as of Jun 30, 2026 · filed Aug 12, 2026
Position Value
$4,097,978
-$1,973,666 QoQ
Shares Held
38,704
-21.6% QoQ
Ownership
0.159%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#73
of 357 holders
Holding Since
Mar 2020
22 quarters on record
Voting authority Sole 94% Shared 0% None 6%

Common Shares in LCII Over Time

Shares Held

Position Value (USD)

Position in Recreational Vehicles

Consumer Cyclical · as of Jun 30, 2026

STIFEL FINANCIAL CORP holds $24,005,359 across 6 Recreational Vehicles names. LCII ranks #2 (17.1% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 THO
Thor Industries Inc
 154,503 $11,612,445
2 LCII
Lci Industries
This page 		38,704 $4,097,978
3 PATK
Patrick Industries Inc
 37,159 $3,336,134
4 BC
Brunswick Corp
 34,479 $2,904,509
5 PII
Polaris Inc.
 23,297 $1,594,445
6 HOG
Harley-Davidson, Inc.
 18,800 $459,848

All Filings in LCII

Export CSV
22 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $4,097,978 38,704
2026-03-31 $6,071,644 49,371
2025-12-31 $6,079,011 50,099
2025-09-30 $5,102,010 54,772
2025-06-30 $5,200,382 57,028
2025-03-31 $4,974,153 56,893
2024-12-31 $7,681,049 74,292
2024-09-30 $9,952,143 82,563
2024-06-30 $8,510,343 82,321
2024-03-31 $10,133,128 82,343
2023-12-31 $10,217,582 81,279
2023-09-30 $9,004,235 76,684
2023-06-30 $9,646,953 76,345
2023-03-31 $8,589,416 78,178
2022-12-31 $5,674,580 61,380
2022-09-30 $8,218,259 81,000
2022-06-30 $3,578,816 31,988
2022-03-31 $3,384,932 32,607
2021-12-31 $3,756,310 24,099
2020-09-30 $555,896 5,230
2020-06-30 $580,763 5,051
2020-03-31 $534,304 7,995