Davis Capital Management’s LCI Industries LCII Stock Holding History

Davis Capital 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	$106	Buy	+1	New	+$110	﹤0.01%	1052

Other funds holding LCII

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

Conestoga Capital Advisors Wayne, Pennsylvania $4.6B AUM 16.08% 1-Year Est. Return

Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS)

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.74B AUM 53.06% 1-Year Est. Return

Handelsbanken Fonder

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return

Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 1-Year Est. Return

Artemis Investment Management Edinburgh, United Kingdom $11.2B AUM 80.72% 1-Year Est. Return

Davis Capital Management's LCII Position: Q2 2026 in Review

Davis Capital Management opened a new position in LCI Industries (LCII) in Q2 2026: 1 share worth $106. The stake represents ﹤0.01% of the portfolio and ranks #1052 among its holdings.

57 funds tracked by Wall St. Rank hold LCII as of Q2 2026.

Davis Capital Management held 1 share of LCI Industries worth $106 as of Q2 2026.
LCI Industries was a new Davis Capital Management position in Q2 2026.
LCI Industries made up ﹤0.01% of Davis Capital Management's portfolio in Q2 2026, its #1052 holding.
57 funds tracked by Wall St. Rank held LCI Industries as of Q2 2026.

Based on Davis Capital Management's 13F filing for Q2 2026, filed 16 Jul 2026.