AltraVue Capital’s LSI Industries LYTS Stock Holding History

AltraVue Capital’s Portfolio LYTS Stock Details LYTS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$27M	Buy	1,453,863 +8,030	+0.6%	+$166K	2.33%	18
2025 Q4	$26.5M	Buy	1,445,833 +106,693	+8%	+$2.17M	2.18%	17
2025 Q3	$31.6M	Buy	1,339,140 +27,140	+2%	+$552K	2.62%	15
2025 Q2	$22.3M	Buy	1,312,000 +41,240	+3%	+$662K	1.96%	18
2025 Q1	$21.6M	Sell	1,270,760 -129,340	-9%	-$2.48M	2.17%	19
2024 Q4	$27.2M	Hold	1,400,100	–	–	2.26%	18
2024 Q3	$22.6M	Buy	1,400,100 +67,090	+5%	+$1.03M	2.03%	20
2024 Q2	$19.3M	Sell	1,333,010 -17,010	-1%	-$257K	1.92%	20
2024 Q1	$20.4M	Sell	1,350,020 -27,740	-2%	-$392K	2.21%	18
2023 Q4	$19.4M	Buy	1,377,760 +524,260	+61%	+$7.43M	2.24%	18
2023 Q3	$13.6M	Buy	+853,500	New	+$11.9M	1.61%	23

Other funds holding LYTS

SFM

Systematic Financial Management Teaneck, New Jersey $4.36B AUM 40.56% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

JIC

Juniper Investment Company New York $313M AUM 79.58% 1-Year Est. Return

AltraVue Capital's LYTS Position: Q1 2026 in Review

AltraVue Capital increased its LSI Industries (LYTS) stake by 0.56% in Q1 2026, buying an estimated $166K and bringing the position to 1,453,863 shares worth $27M. The position accounts for 2.33% of the portfolio, ranked #18.

AltraVue Capital first reported a position in LYTS in Q3 2023 and has held it in 11 quarters since. The position peaked at $31.6M in Q3 2025. 189 funds tracked by Wall St. Rank hold LYTS as of Q1 2026.

AltraVue Capital held 1,453,863 shares of LSI Industries worth $27M as of Q1 2026.
AltraVue Capital bought 8,030 LSI Industries shares in Q1 2026, an estimated $166K.
LSI Industries made up 2.33% of AltraVue Capital's portfolio in Q1 2026, its #18 holding.
AltraVue Capital first reported a position in LSI Industries in Q3 2023 and has held it in 11 quarters since.
AltraVue Capital's LSI Industries position peaked at $31.6M in Q3 2025.
189 funds tracked by Wall St. Rank held LSI Industries as of Q1 2026.

Based on AltraVue Capital's 13F filing for Q1 2026, filed 13 May 2026.