Position in LCII
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$12,745,305
-$16,133,473 QoQ
Shares Held
120,375
-48.7% QoQ
Ownership
0.495%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#43
of 357 holders
Holding Since
Mar 2021
16 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in LCII Over Time
Shares Held
Position Value (USD)
Position in Recreational Vehicles
Consumer Cyclical · as of Jun 30, 20261832 Asset Management L.P. holds $14,627,710 across 2 Recreational Vehicles names. LCII ranks #1 (87.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LCII |
Lci Industries
This page
|
120,375 | $12,745,305 | |
| 2 | DOO |
BRP Inc.
|
30,849 | $1,882,405 |
All Filings in LCII
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16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $12,745,305 | 120,375 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $28,878,778 | 234,825 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $28,410,062 | 234,136 | Shares | Sole | 2026-02-13 | |
| 2024-03-31 | $474,765 | 3,858 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $481,092 | 3,827 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $449,366 | 3,827 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $483,579 | 3,827 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $30,543 | 278 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $25,701 | 278 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $34,090 | 336 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $36,361 | 325 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $35,710 | 344 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $58,451 | 375 | Shares | Sole | 2022-02-15 | |
| 2021-09-30 | $33,792 | 251 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $27,466 | 209 | Shares | Sole | 2021-08-20 | |
| 2021-03-31 | $6,217 | 47 | Shares | Sole | 2021-05-17 | |
| No filing history on record for this holder in this stock. | ||||||