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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
Q2 		$22.9M Sell
216,170
-11,307
-5% -$1.24M 0.58% 32
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
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
RA
Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

ARGA Investment Management's LCII Position: Q2 2026 in Review

ARGA Investment Management reduced its LCI Industries (LCII) stake by 5% in Q2 2026, selling an estimated $1.24M and leaving 216,170 shares worth $22.9M. The position accounts for 0.58% of the portfolio, ranked #32.

ARGA Investment Management first reported a position in LCII in Q1 2023 and has held it in 14 quarters since. The position peaked at $38.7M in Q2 2025. 358 funds tracked by Wall St. Rank hold LCII as of Q2 2026.

  • ARGA Investment Management held 216,170 shares of LCI Industries worth $22.9M as of Q2 2026.
  • ARGA Investment Management sold 11,307 LCI Industries shares in Q2 2026, an estimated $1.24M.
  • LCI Industries made up 0.58% of ARGA Investment Management's portfolio in Q2 2026, its #32 holding.
  • ARGA Investment Management first reported a position in LCI Industries in Q1 2023 and has held it in 14 quarters since.
  • ARGA Investment Management's LCI Industries position peaked at $38.7M in Q2 2025.
  • 358 funds tracked by Wall St. Rank held LCI Industries as of Q2 2026.

Based on ARGA Investment Management's 13F filing for Q2 2026, filed 31 Jul 2026.