Position in LCII
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$64,466,479
+$3,218,297 QoQ
Shares Held
524,203
+3.9% QoQ
Ownership
2.16%
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 88%
Shared 0%
None 12%
Common Shares in LCII Over Time
Shares Held
Position Value (USD)
Position in Recreational Vehicles
Consumer Cyclical · as of Mar 31, 2026MORGAN STANLEY holds $421,572,813 across 13 Recreational Vehicles names. LCII ranks #2 (15.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PII |
Polaris Inc.
|
1,735,549 | $94,587,418 | |
| 2 | LCII |
Lci Industries
This page
|
524,203 | $64,466,479 | |
| 3 | BC |
Brunswick Corp
|
769,656 | $56,000,163 | |
| 4 | THO |
Thor Industries Inc
|
680,452 | $54,361,306 | |
| 5 | DOO |
BRP Inc.
|
633,789 | $45,512,382 | |
| 6 | PATK |
Patrick Industries Inc
|
395,971 | $43,980,495 | |
| 7 | HOG |
Harley-Davidson, Inc.
|
1,890,534 | $38,226,593 | |
| 8 | WGO |
Winnebago Industries Inc
|
514,366 | $15,940,200 |
All Filings in LCII
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $64,466,479 | 524,203 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $61,248,182 | 504,765 | Shares | Defined | 2026-05-27 | |
| 2025-09-30 | $42,406,813 | 455,253 | Shares | Defined | 2026-05-27 | |
| 2025-06-30 | $39,898,083 | 437,527 | Shares | Defined | 2025-08-15 | |
| 2025-03-31 | $34,192,733 | 391,087 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $39,690,382 | 383,890 | Shares | Defined | 2025-05-15 | |
| 2024-09-30 | $46,792,420 | 388,190 | Shares | Defined | 2025-05-14 | |
| 2024-06-30 | $34,428,534 | 333,029 | Shares | Defined | 2025-05-14 | |
| 2024-03-31 | $27,151,215 | 220,634 | Shares | Defined | 2024-10-17 | |
| 2023-12-31 | $29,649,578 | 235,857 | Shares | Defined | 2024-08-16 | |
| 2023-09-30 | $23,546,228 | 200,530 | Shares | Defined | 2023-11-15 | |
| 2023-06-30 | $26,956,754 | 213,333 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $19,365,571 | 176,259 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $23,284,730 | 251,863 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $21,693,361 | 213,812 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $36,474,106 | 326,011 | Shares | Defined | 2022-10-27 | |
| 2022-03-31 | $13,763,023 | 132,579 | Shares | Defined | 2022-10-27 | |
| 2021-12-31 | $18,293,836 | 117,366 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $14,384,404 | 106,844 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $15,250,630 | 116,045 | Shares | Defined | 2021-08-23 | |
| 2021-03-31 | $16,690,030 | 126,172 | Shares | Defined | 2021-05-17 | |
| 2020-12-31 | $41,811,683 | 322,422 | Shares | Defined | 2021-02-16 | |
| 2020-09-30 | $7,436,259 | 69,962 | Shares | Defined | 2020-11-13 | |
| 2020-06-30 | $9,076,864 | 78,943 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $5,673,864 | 84,900 | Shares | Defined | 2020-05-26 | |
| No filing history on record for this holder in this stock. | ||||||