First Eagle Investment Management, LLC
Position in LYTS — Lsi Industries Inc
CIK 1325447
NEW YORK, NY
Position in LYTS
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$9,059,101
+$3,750,252 QoQ
Shares Held
340,824
+19.4% QoQ
Ownership
0.928%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#18
of 172 holders
Holding Since
Jun 2021
21 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in LYTS Over Time
Shares Held
Position Value (USD)
Position in Electronic Components
Technology · as of Jun 30, 2026First Eagle Investment Management, LLC holds $184,551,523 across 12 Electronic Components names. LYTS ranks #8 (4.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BHE |
Benchmark Electronics Inc
|
350,964 | $34,629,616 | |
| 2 | ROG |
Rogers Corp
|
188,268 | $30,825,119 | |
| 3 | TTMI |
Ttm Technologies Inc
|
157,414 | $29,439,565 | |
| 4 | PLXS |
Plexus Corp
|
92,077 | $27,684,791 | |
| 5 | TEL |
TE Connectivity plc
|
109,839 | $22,144,640 | |
| 6 | FN |
Fabrinet
|
20,576 | $11,565,358 | |
| 7 | OSIS |
Osi Systems Inc
|
52,162 | $11,407,829 | |
| 8 | LYTS |
Lsi Industries Inc
This page
|
340,824 | $9,059,101 |
All Filings in LYTS
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21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $9,059,101 | 340,824 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $5,308,849 | 285,422 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $5,192,291 | 283,422 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $6,856,863 | 290,422 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $5,271,773 | 309,922 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $5,642,674 | 331,922 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $7,844,165 | 403,922 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $7,209,715 | 446,422 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $6,464,067 | 446,722 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $5,989,001 | 396,098 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $3,986,639 | 283,142 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $3,550,768 | 223,600 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $2,321,552 | 184,837 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $1,543,597 | 110,811 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $2,110,910 | 172,460 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $1,578,449 | 205,260 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $1,184,911 | 192,044 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $975,612 | 162,602 | Shares | Sole | 2022-05-11 | |
| 2021-12-31 | $609,428 | 88,838 | Shares | Sole | 2022-02-10 | |
| 2021-09-30 | $199,516 | 25,744 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $32,905 | 4,108 | Shares | Sole | 2021-08-11 | |
| No filing history on record for this holder in this stock. | ||||||