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Equibles

MORGAN STANLEY

Position in LCII — Lci Industries

CIK 895421 NEW YORK, NY
Back to LCII Full portfolio

Position in LCII

as of Jun 30, 2026 · filed Aug 13, 2026
Position Value
$57,736,360
-$6,730,119 QoQ
Shares Held
545,300
+4.0% QoQ
Ownership
2.24%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#12
of 357 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority Sole 91% Shared 0% None 9%

Common Shares in LCII Over Time

Shares Held

Position Value (USD)

Position in Recreational Vehicles

Consumer Cyclical · as of Jun 30, 2026

MORGAN STANLEY holds $408,281,079 across 14 Recreational Vehicles names. LCII ranks #4 (14.1% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 PII
Polaris Inc.
 1,019,846 $69,798,254
2 BC
Brunswick Corp
 786,009 $66,213,392
3 THO
Thor Industries Inc
 845,259 $63,529,663
4 LCII
Lci Industries
This page 		545,300 $57,736,360
5 HOG
Harley-Davidson, Inc.
 1,836,693 $44,925,505
6 DOO
BRP Inc.
 716,556 $43,724,244
7 PATK
Patrick Industries Inc
 367,939 $33,033,560
8 WGO
Winnebago Industries Inc
 727,215 $22,718,193

All Filings in LCII

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26 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $57,736,360 545,300
2026-03-31 $64,466,479 524,203
2025-12-31 $61,248,182 504,765
2025-09-30 $42,406,813 455,253
2025-06-30 $39,898,083 437,527
2025-03-31 $34,192,733 391,087
2024-12-31 $39,690,382 383,890
2024-09-30 $46,792,420 388,190
2024-06-30 $34,428,534 333,029
2024-03-31 $27,151,215 220,634
2023-12-31 $29,649,578 235,857
2023-09-30 $23,546,228 200,530
2023-06-30 $26,956,754 213,333
2023-03-31 $19,365,571 176,259
2022-12-31 $23,284,730 251,863
2022-09-30 $21,693,361 213,812
2022-06-30 $36,474,106 326,011
2022-03-31 $13,763,023 132,579
2021-12-31 $18,293,836 117,366
2021-09-30 $14,384,404 106,844
2021-06-30 $15,250,630 116,045
2021-03-31 $16,690,030 126,172
2020-12-31 $41,811,683 322,422
2020-09-30 $7,436,259 69,962
2020-06-30 $9,076,864 78,943
2020-03-31 $5,673,864 84,900