Position in LCII
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$35,442,709
+$1,430,261 QoQ
Shares Held
288,199
+2.8% QoQ
Ownership
1.19%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 90%
Shared 10%
None 0%
Common Shares in LCII Over Time
Shares Held
Position Value (USD)
Position in Recreational Vehicles
Consumer Cyclical · as of Mar 31, 2026NORTHERN TRUST CORP holds $238,487,065 across 11 Recreational Vehicles names. LCII ranks #5 (14.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BC |
Brunswick Corp
|
632,145 | $45,994,867 | |
| 2 | PATK |
Patrick Industries Inc
|
398,486 | $44,259,836 | |
| 3 | THO |
Thor Industries Inc
|
466,668 | $37,282,103 | |
| 4 | PII |
Polaris Inc.
|
683,631 | $37,257,887 | |
| 5 | LCII |
Lci Industries
This page
|
288,199 | $35,442,709 | |
| 6 | HOG |
Harley-Davidson, Inc.
|
1,024,230 | $20,709,927 | |
| 7 | WGO |
Winnebago Industries Inc
|
318,040 | $9,856,057 | |
| 8 | MBUU |
Malibu Boats, Inc.
|
166,337 | $4,311,452 |
All Filings in LCII
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $35,442,709 | 288,199 | Shares | Defined | 2026-05-14 | |
| 2025-12-31 | $34,012,448 | 280,307 | Shares | Other | 2026-02-17 | |
| 2025-09-30 | $28,148,251 | 302,182 | Shares | Other | 2025-11-14 | |
| 2025-06-30 | $27,612,784 | 302,805 | Shares | Other | 2025-08-13 | |
| 2025-03-31 | $27,458,263 | 314,060 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $33,058,122 | 319,742 | Shares | Other | 2025-02-14 | |
| 2024-09-30 | $34,141,386 | 283,237 | Shares | Defined | 2024-11-13 | |
| 2024-06-30 | $27,226,878 | 263,367 | Shares | Other | 2024-08-14 | |
| 2024-03-31 | $33,352,089 | 271,023 | Shares | Defined | 2024-05-14 | |
| 2023-12-31 | $34,703,249 | 276,058 | Shares | Defined | 2024-02-13 | |
| 2023-09-30 | $33,089,072 | 281,801 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $35,561,114 | 281,427 | Shares | Defined | 2023-08-11 | |
| 2023-03-31 | $31,425,784 | 286,027 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $26,125,999 | 282,596 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $28,261,072 | 278,544 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $31,206,910 | 278,932 | Shares | Defined | 2022-08-12 | |
| 2022-03-31 | $29,609,933 | 285,232 | Shares | Defined | 2022-05-13 | |
| 2021-12-31 | $45,768,262 | 293,631 | Shares | Defined | 2022-02-08 | |
| 2021-09-30 | $39,448,606 | 293,015 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $39,871,643 | 303,391 | Shares | Defined | 2021-08-13 | |
| 2021-03-31 | $41,154,952 | 311,120 | Shares | Other | 2021-05-12 | |
| 2020-12-31 | $42,349,855 | 326,572 | Shares | Defined | 2021-02-11 | |
| 2020-09-30 | $36,149,332 | 340,101 | Shares | Defined | 2020-11-16 | |
| 2020-06-30 | $41,383,255 | 359,917 | Shares | Other | 2020-08-14 | |
| 2020-03-31 | $23,046,123 | 344,847 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||