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 Q2	$37M	Sell	1,391,553 -62,310	-4%	-$1.44M	2.67%	16
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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

SFM

Systematic Financial Management Teaneck, New Jersey $5.02B AUM 66.06% 1-Year Est. Return

Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

AltraVue Capital's LYTS Position: Q2 2026 in Review

AltraVue Capital reduced its LSI Industries (LYTS) stake by 4.3% in Q2 2026, selling an estimated $1.44M and leaving 1,391,553 shares worth $37M. The position accounts for 2.67% of the portfolio, ranked #16.

AltraVue Capital first reported a position in LYTS in Q3 2023 and has held it in 12 quarters since. 174 funds tracked by Wall St. Rank hold LYTS as of Q2 2026.

AltraVue Capital held 1,391,553 shares of LSI Industries worth $37M as of Q2 2026.
AltraVue Capital sold 62,310 LSI Industries shares in Q2 2026, an estimated $1.44M.
LSI Industries made up 2.67% of AltraVue Capital's portfolio in Q2 2026, its #16 holding.
AltraVue Capital first reported a position in LSI Industries in Q3 2023 and has held it in 12 quarters since.
174 funds tracked by Wall St. Rank held LSI Industries as of Q2 2026.

Based on AltraVue Capital's 13F filing for Q2 2026, filed 13 Aug 2026.