Position in LCII
as of Mar 31, 2026
· filed May 12, 2026
Position Value
$6,071,644
-$7,367 QoQ
Shares Held
49,371
-1.5% QoQ
Ownership
0.203%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
21 quarters on record
Voting authority
Sole 93%
Shared 0%
None 7%
Common Shares in LCII Over Time
Shares Held
Position Value (USD)
Position in Recreational Vehicles
Consumer Cyclical · as of Mar 31, 2026STIFEL FINANCIAL CORP holds $27,858,563 across 6 Recreational Vehicles names. LCII ranks #2 (21.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | THO |
Thor Industries Inc
|
171,358 | $13,689,789 | |
| 2 | LCII |
Lci Industries
This page
|
49,371 | $6,071,644 | |
| 3 | PATK |
Patrick Industries Inc
|
34,827 | $3,868,234 | |
| 4 | BC |
Brunswick Corp
|
34,831 | $2,534,302 | |
| 5 | PII |
Polaris Inc.
|
24,130 | $1,315,085 | |
| 6 | HOG |
Harley-Davidson, Inc.
|
18,769 | $379,509 |
All Filings in LCII
Export CSV
21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $6,071,644 | 49,371 | Shares | Defined | 2026-05-12 | |
| 2025-12-31 | $6,079,011 | 50,099 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $5,102,010 | 54,772 | Shares | Defined | 2025-11-12 | |
| 2025-06-30 | $5,200,382 | 57,028 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $4,974,153 | 56,893 | Shares | Defined | 2025-05-14 | |
| 2024-12-31 | $7,681,049 | 74,292 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $9,952,143 | 82,563 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $8,510,343 | 82,321 | Shares | Defined | 2024-08-13 | |
| 2024-03-31 | $10,133,128 | 82,343 | Shares | Defined | 2024-05-14 | |
| 2023-12-31 | $10,217,582 | 81,279 | Shares | Defined | 2024-02-12 | |
| 2023-09-30 | $9,004,235 | 76,684 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $9,646,953 | 76,345 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $8,589,416 | 78,178 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $5,674,580 | 61,380 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $8,218,259 | 81,000 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $3,578,816 | 31,988 | Shares | Defined | 2022-08-15 | |
| 2022-03-31 | $3,384,932 | 32,607 | Shares | Defined | 2022-05-13 | |
| 2021-12-31 | $3,756,310 | 24,099 | Shares | Defined | 2022-02-14 | |
| 2020-09-30 | $555,896 | 5,230 | Shares | Defined | 2020-11-16 | |
| 2020-06-30 | $580,763 | 5,051 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $534,304 | 7,995 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||