UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC

Position in LCII — Lci Industries

CIK 861177 NEW YORK, NY

Back to LCII Full portfolio

Position in LCII

as of Mar 31, 2026 · filed May 13, 2026 Compact

Position Value

$7,939,460

+$205,858 QoQ

Shares Held

64,559

+1.3% QoQ

Ownership

0.266%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

24 quarters on record

Voting authority Sole 56% Shared 0% None 44%

Common Shares in LCII Over Time

Shares Held

Position Value (USD)

Position in Recreational Vehicles

Consumer Cyclical · as of Mar 31, 2026

UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC holds $57,070,504 across 10 Recreational Vehicles names. LCII ranks #4 (13.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	BC	Brunswick Corp	184,536	$13,426,835
2	THO	Thor Industries Inc	151,185	$12,078,164
3	HOG	Harley-Davidson, Inc.	406,862	$8,226,746
4	LCII	Lci Industries This page	64,559	$7,939,460
5	PATK	Patrick Industries Inc	55,916	$6,210,587
6	PII	Polaris Inc.	104,085	$5,672,631
7	WGO	Winnebago Industries Inc	70,997	$2,200,194
8	MBUU	Malibu Boats, Inc.	46,545	$1,206,445

All Filings in LCII

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24 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$7,939,460	64,559	+1.3%	Shares	Defined	2026-05-13
2025-12-31	$7,733,602	63,735	-0.2%	Shares	Defined	2026-02-13
2025-09-30	$5,948,929	63,864	-41.3%	Shares	Other	2025-11-14
2025-06-30	$9,926,209	108,852	+42.0%	Shares	Defined	2025-08-14
2025-03-31	$6,702,379	76,660	+10.9%	Shares	Defined	2025-05-19
2024-12-31	$7,148,897	69,145	+17.9%	Shares	Defined	2025-02-14
2024-09-30	$7,069,306	58,647	-4.9%	Shares	Defined	2024-11-14
2024-06-30	$6,372,960	61,646	+83.6%	Shares	Defined	2024-08-14
2024-03-31	$4,132,598	33,582	+13.7%	Shares	Defined	2024-05-15
2023-12-31	$3,713,220	29,538	+1.2%	Shares	Defined	2024-02-14
2023-09-30	$3,428,075	29,195	-6.2%	Shares	Defined	2023-11-13
2023-06-30	$3,931,437	31,113	0.0%	Shares	Defined	2023-08-11
2023-03-31	$3,418,382	31,113	+16.5%	Shares	Defined	2023-05-15
2022-09-30	$2,708,472	26,695	-16.7%	Shares	Defined	2022-11-14
2022-06-30	$3,583,626	32,031	-1.0%	Shares	Defined	2022-08-12
2022-03-31	$3,358,043	32,348	+10.5%	Shares	Defined	2022-05-16
2021-12-31	$4,564,338	29,283	+5.9%	Shares	Defined	2022-02-14
2021-09-30	$3,723,863	27,660	+1.8%	Shares	Defined	2021-11-15
2021-06-30	$3,569,364	27,160	-2.1%	Shares	Defined	2021-08-16
2021-03-31	$3,669,446	27,740	-2.5%	Shares	Defined	2021-05-14
2020-12-31	$3,691,078	28,463	+0.3%	Shares	Defined	2021-03-01
2020-09-30	$3,015,126	28,367	+4.8%	Shares	Defined	2020-11-13
2020-06-30	$3,111,356	27,060	-9.7%	Shares	Defined	2020-08-14
2020-03-31	$2,002,225	29,960	—	Shares	Defined	2020-05-15
No filing history on record for this holder in this stock.