Campbell & Co Investment Adviser’s LCI Industries LCII Stock Holding History

Campbell & Co Investment Adviser’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	$5.23M	Buy	+42,492	New	+$5.81M	0.3%	63
2025 Q4	–	Sell	-47,423	Closed	-$4.42M	–	1278
2025 Q3	$4.42M	Buy	47,423 +38,381	+424%	+$3.83M	0.33%	42
2025 Q2	$825K	Buy	+9,042	New	+$771K	0.05%	591
2025 Q1	–	Sell	-2,153	Closed	-$223K	–	1186
2024 Q4	$223K	Buy	+2,153	New	+$248K	0.02%	940
2024 Q1	–	Sell	-7,115	Closed	-$894K	–	1258
2023 Q4	$894K	Buy	+7,115	New	+$818K	0.08%	434
2023 Q1	–	Sell	-3,767	Closed	-$348K	–	928
2022 Q4	$348K	Sell	3,767 -1,880	-33%	-$185K	0.08%	480
2022 Q3	$573K	Buy	5,647 +3,013	+114%	+$366K	0.13%	281
2022 Q2	$295K	Sell	2,634 -594	-18%	-$64.9K	0.08%	468
2022 Q1	$335K	Buy	+3,228	New	+$404K	0.09%	439

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

Campbell & Co Investment Adviser's LCII Position: Q1 2026 in Review

Campbell & Co Investment Adviser opened a new position in LCI Industries (LCII) in Q1 2026: 42,492 shares worth $5.23M. The stake represents 0.3% of the portfolio and ranks #63 among its holdings. This is a return to the name: Campbell & Co Investment Adviser previously reported a position in LCII as recently as Q3 2025.

Campbell & Co Investment Adviser first reported a position in LCII in Q1 2022 and has held it in 9 quarters since. 348 funds tracked by Wall St. Rank hold LCII as of Q1 2026.

Campbell & Co Investment Adviser held 42,492 shares of LCI Industries worth $5.23M as of Q1 2026.
LCI Industries was a new Campbell & Co Investment Adviser position in Q1 2026.
LCI Industries made up 0.3% of Campbell & Co Investment Adviser's portfolio in Q1 2026, its #63 holding.
Campbell & Co Investment Adviser first reported a position in LCI Industries in Q1 2022 and has held it in 9 quarters since.
348 funds tracked by Wall St. Rank held LCI Industries as of Q1 2026.

Based on Campbell & Co Investment Adviser's 13F filing for Q1 2026, filed 15 May 2026.