Globeflex Capital’s LCI Industries LCII Stock Holding History

Globeflex Capital’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	$247K	Sell	2,335 -2,784	-54%	-$306K	0.03%	295
2026 Q1	$630K	Hold	5,119	–	–	0.1%	208
2025 Q4	$621K	Buy	+5,119	New	+$545K	0.1%	216
2024 Q3	–	Sell	-970	Closed	-$100K	–	507
2024 Q2	$100K	Buy	+970	New	+$105K	0.01%	377
2018 Q4	–	Sell	-6,109	Closed	-$506K	–	444
2018 Q3	$506K	Hold	6,109	–	–	0.1%	298
2018 Q2	$551K	Hold	6,109	–	–	0.11%	281
2018 Q1	$636K	Hold	6,109	–	–	0.13%	249
2017 Q4	$794K	Sell	6,109 -276	-4%	-$33.9K	0.22%	174
2017 Q3	$740K	Hold	6,385	–	–	0.21%	182
2017 Q2	$654K	Hold	6,385	–	–	0.16%	210
2017 Q1	$637K	Buy	+6,385	New	+$687K	0.15%	233
2015 Q1	–	Sell	-21,636	Closed	-$1.1M	–	568
2014 Q4	$1.1M	Hold	21,636	–	–	0.21%	194
2014 Q3	$913K	Sell	21,636 -43	-0.2%	-$1.95K	0.1%	217
2014 Q2	$1.08M	Hold	21,679	–	–	0.12%	213
2014 Q1	$1.18M	Sell	21,679 -359	-2%	-$18.1K	0.13%	195
2013 Q4	$1.13M	Buy	22,038 +4,038	+22%	+$206K	0.14%	188
2013 Q3	$819K	Sell	18,000 -7,202	-29%	-$305K	0.11%	235
2013 Q2	$990K	Buy	+25,202	New	+$936K	0.14%	197

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

Globeflex Capital's LCII Position: Q2 2026 in Review

Globeflex Capital reduced its LCI Industries (LCII) stake by 54% in Q2 2026, selling an estimated $306K and leaving 2,335 shares worth $247K. The position accounts for 0.03% of the portfolio, ranked #295.

Globeflex Capital first reported a position in LCII in Q2 2013 and has held it in 18 quarters since. The position peaked at $1.18M in Q1 2014. 359 funds tracked by Wall St. Rank hold LCII as of Q2 2026.

Globeflex Capital held 2,335 shares of LCI Industries worth $247K as of Q2 2026.
Globeflex Capital sold 2,784 LCI Industries shares in Q2 2026, an estimated $306K.
LCI Industries made up 0.03% of Globeflex Capital's portfolio in Q2 2026, its #295 holding.
Globeflex Capital first reported a position in LCI Industries in Q2 2013 and has held it in 18 quarters since.
Globeflex Capital's LCI Industries position peaked at $1.18M in Q1 2014.
359 funds tracked by Wall St. Rank held LCI Industries as of Q2 2026.

Based on Globeflex Capital's 13F filing for Q2 2026, filed 12 Aug 2026.