Evergreen Capital Management’s LCI Industries LCII Stock Holding History

Evergreen 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 Q1	$617K	Buy	5,016 +13	+0.3%	+$1.78K	0.01%	663
2025 Q4	$607K	Sell	5,003 -74	-1%	-$7.87K	0.01%	633
2025 Q3	$473K	Buy	5,077 +94	+2%	+$9.39K	0.01%	684
2025 Q2	$454K	Buy	+4,983	New	+$425K	0.01%	599
2024 Q3	–	Sell	-2,055	Closed	-$212K	–	1035
2024 Q2	$212K	Sell	2,055 -368	-15%	-$39.7K	0.01%	834
2024 Q1	$298K	Sell	2,423 -24	-1%	-$2.82K	0.01%	631
2023 Q4	$308K	Buy	2,447 +542	+28%	+$62.4K	0.01%	586
2023 Q3	$224K	Sell	1,905 -304	-14%	-$38.1K	0.01%	664
2023 Q2	$279K	Buy	+2,209	New	+$253K	0.01%	590

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

Evergreen Capital Management's LCII Position: Q1 2026 in Review

Evergreen Capital Management increased its LCI Industries (LCII) stake by 0.26% in Q1 2026, buying an estimated $1.78K and bringing the position to 5,016 shares worth $617K. The position accounts for 0.01% of the portfolio, ranked #663.

Evergreen Capital Management first reported a position in LCII in Q2 2023 and has held it in 9 quarters since. 348 funds tracked by Wall St. Rank hold LCII as of Q1 2026.

Evergreen Capital Management held 5,016 shares of LCI Industries worth $617K as of Q1 2026.
Evergreen Capital Management bought 13 LCI Industries shares in Q1 2026, an estimated $1.78K.
LCI Industries made up 0.01% of Evergreen Capital Management's portfolio in Q1 2026, its #663 holding.
Evergreen Capital Management first reported a position in LCI Industries in Q2 2023 and has held it in 9 quarters since.
348 funds tracked by Wall St. Rank held LCI Industries as of Q1 2026.

Based on Evergreen Capital Management's 13F filing for Q1 2026, filed 14 May 2026.