Position in LCII
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$100,494,519
-$12,851,350 QoQ
Shares Held
949,136
+3.0% QoQ
Ownership
3.90%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#7
of 357 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 15%
Shared 0%
None 85%
Common Shares in LCII Over Time
Shares Held
Position Value (USD)
Position in Recreational Vehicles
Consumer Cyclical · as of Jun 30, 2026STATE STREET CORP holds $868,570,014 across 12 Recreational Vehicles names. LCII ranks #6 (11.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PII |
Polaris Inc.
|
2,692,541 | $184,277,506 | |
| 2 | BC |
Brunswick Corp
|
2,126,703 | $179,153,460 | |
| 3 | THO |
Thor Industries Inc
|
1,689,768 | $127,002,962 | |
| 4 | PATK |
Patrick Industries Inc
|
1,285,188 | $115,384,178 | |
| 5 | HOG |
Harley-Davidson, Inc.
|
4,236,174 | $103,616,816 | |
| 6 | LCII |
Lci Industries
This page
|
949,136 | $100,494,519 | |
| 7 | WGO |
Winnebago Industries Inc
|
1,111,638 | $34,727,571 | |
| 8 | MBUU |
Malibu Boats, Inc.
|
458,813 | $12,585,240 |
All Filings in LCII
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $100,494,519 | 949,136 | Shares | Defined | 2026-08-07 | |
| 2026-03-31 | $113,345,869 | 921,661 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $112,731,776 | 929,057 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $87,279,128 | 936,974 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $87,825,818 | 963,108 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $84,953,807 | 971,678 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $103,620,352 | 1,002,228 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $114,636,915 | 951,028 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $96,691,314 | 935,300 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $117,021,322 | 950,929 | Shares | Defined | 2024-05-15 | |
| 2023-12-31 | $118,075,631 | 939,270 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $107,080,581 | 911,945 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $114,004,898 | 902,223 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $97,371,738 | 886,245 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $80,880,067 | 874,852 | Shares | Defined | 2023-05-15 | |
| 2022-09-30 | $86,468,676 | 852,244 | Shares | Defined | 2022-11-15 | |
| 2022-06-30 | $94,045,097 | 840,589 | Shares | Defined | 2022-08-15 | |
| 2022-03-31 | $85,711,245 | 825,655 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $123,783,225 | 794,144 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $102,766,310 | 763,324 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $100,844,611 | 767,346 | Shares | Defined | 2021-08-16 | |
| 2021-03-31 | $98,724,400 | 746,329 | Shares | Defined | 2021-07-09 | |
| 2020-12-31 | $96,109,479 | 741,128 | Shares | Defined | 2021-02-16 | |
| 2020-09-30 | $78,987,075 | 743,128 | Shares | Defined | 2020-11-10 | |
| 2020-06-30 | $87,937,738 | 764,809 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $49,857,385 | 746,033 | Shares | Defined | 2020-06-19 | |
| No filing history on record for this holder in this stock. | ||||||