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 Q2	$904K	Sell	8,536 -33,956	-80%	-$3.73M	0.05%	579
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 $6.73T AUM 46.02% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

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

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

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Campbell & Co Investment Adviser's LCII Position: Q2 2026 in Review

Campbell & Co Investment Adviser reduced its LCI Industries (LCII) stake by 80% in Q2 2026, selling an estimated $3.73M and leaving 8,536 shares worth $904K. The position accounts for 0.05% of the portfolio, ranked #579.

Campbell & Co Investment Adviser first reported a position in LCII in Q1 2022 and has held it in 10 quarters since. The position peaked at $5.23M in Q1 2026. 359 funds tracked by Wall St. Rank hold LCII as of Q2 2026.

Campbell & Co Investment Adviser held 8,536 shares of LCI Industries worth $904K as of Q2 2026.
Campbell & Co Investment Adviser sold 33,956 LCI Industries shares in Q2 2026, an estimated $3.73M.
LCI Industries made up 0.05% of Campbell & Co Investment Adviser's portfolio in Q2 2026, its #579 holding.
Campbell & Co Investment Adviser first reported a position in LCI Industries in Q1 2022 and has held it in 10 quarters since.
Campbell & Co Investment Adviser's LCI Industries position peaked at $5.23M in Q1 2026.
359 funds tracked by Wall St. Rank held LCI Industries as of Q2 2026.

Based on Campbell & Co Investment Adviser's 13F filing for Q2 2026, filed 3 Aug 2026.