ARGA Investment Management’s LCI Industries LCII Stock Holding History

ARGA Investment Management’s Portfolio LCII Stock Details LCII Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$28M	Sell	227,477 -32,524	-13%	-$4.45M	0.92%	26
2025 Q4	$31.5M	Buy	260,001 +2,153	+0.8%	+$229K	0.86%	25
2025 Q3	$24M	Sell	257,848 -166,526	-39%	-$16.6M	0.64%	29
2025 Q2	$38.7M	Buy	424,374 +395,831	+1,387%	+$33.8M	1.06%	23
2025 Q1	$2.5M	Buy	28,543 +1,513	+6%	+$152K	0.08%	34
2024 Q4	$2.79M	Hold	27,030	–	–	0.09%	35
2024 Q3	$3.26M	Buy	27,030 +958	+4%	+$108K	0.11%	40
2024 Q2	$2.7M	Buy	26,072 +12,283	+89%	+$1.33M	0.09%	38
2024 Q1	$1.7M	Buy	13,789 +8,144	+144%	+$958K	0.06%	57
2023 Q4	$710K	Buy	5,645 +3,791	+204%	+$436K	0.02%	96
2023 Q3	$218K	Hold	1,854	–	–	0.01%	114
2023 Q2	$234K	Hold	1,854	–	–	0.01%	117
2023 Q1	$204K	Buy	+1,854	New	+$203K	0.01%	116

Other funds holding LCII

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

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

ARGA Investment Management's LCII Position: Q1 2026 in Review

ARGA Investment Management reduced its LCI Industries (LCII) stake by 13% in Q1 2026, selling an estimated $4.45M and leaving 227,477 shares worth $28M. The position accounts for 0.92% of the portfolio, ranked #26.

ARGA Investment Management first reported a position in LCII in Q1 2023 and has held it in 13 quarters since. The position peaked at $38.7M in Q2 2025. 348 funds tracked by Wall St. Rank hold LCII as of Q1 2026.

ARGA Investment Management held 227,477 shares of LCI Industries worth $28M as of Q1 2026.
ARGA Investment Management sold 32,524 LCI Industries shares in Q1 2026, an estimated $4.45M.
LCI Industries made up 0.92% of ARGA Investment Management's portfolio in Q1 2026, its #26 holding.
ARGA Investment Management first reported a position in LCI Industries in Q1 2023 and has held it in 13 quarters since.
ARGA Investment Management's LCI Industries position peaked at $38.7M in Q2 2025.
348 funds tracked by Wall St. Rank held LCI Industries as of Q1 2026.

Based on ARGA Investment Management's 13F filing for Q1 2026, filed 30 Apr 2026.