De Lisle Partners’s LCI Industries LCII Stock Holding History

De Lisle Partners’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	$10.1M	Buy	94,952 +4,000	+4%	+$440K	1.1%	24
2026 Q1	$11.2M	Hold	90,952	–	–	1.34%	15
2025 Q4	$11M	Buy	90,952 +7,300	+9%	+$777K	1.42%	14
2025 Q3	$7.79M	Buy	83,652 +3,000	+4%	+$300K	0.96%	27
2025 Q2	$7.36M	Buy	80,652 +51,500	+177%	+$4.39M	1.04%	24
2025 Q1	$2.55M	Buy	29,152 +4,500	+18%	+$452K	0.42%	71
2024 Q4	$2.55M	Hold	24,652	–	–	0.37%	79
2024 Q3	$2.98M	Buy	24,652 +2,444	+11%	+$276K	0.48%	64
2024 Q2	$2.3M	Hold	22,208	–	–	0.5%	60
2024 Q1	$2.73M	Buy	+22,208	New	+$2.61M	0.63%	45

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 $3.37T AUM 44.26% 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

De Lisle Partners's LCII Position: Q2 2026 in Review

De Lisle Partners increased its LCI Industries (LCII) stake by 4.4% in Q2 2026, buying an estimated $440K and bringing the position to 94,952 shares worth $10.1M. The position accounts for 1.1% of the portfolio, ranked #24.

De Lisle Partners first reported a position in LCII in Q1 2024 and has held it in 10 quarters since. The position peaked at $11.2M in Q1 2026. 359 funds tracked by Wall St. Rank hold LCII as of Q2 2026.

De Lisle Partners held 94,952 shares of LCI Industries worth $10.1M as of Q2 2026.
De Lisle Partners bought 4,000 LCI Industries shares in Q2 2026, an estimated $440K.
LCI Industries made up 1.1% of De Lisle Partners's portfolio in Q2 2026, its #24 holding.
De Lisle Partners first reported a position in LCI Industries in Q1 2024 and has held it in 10 quarters since.
De Lisle Partners's LCI Industries position peaked at $11.2M in Q1 2026.
359 funds tracked by Wall St. Rank held LCI Industries as of Q2 2026.

Based on De Lisle Partners's 13F filing for Q2 2026, filed 12 Aug 2026.