HPM
LCII icon

Hudson Portfolio Management’s LCI Industries LCII Stock Holding History

Hudson Portfolio 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 		$521K Sell
4,916
-20
-0.4% -$2.2K 0.39% 72
2026
Q1 		$607K Hold
4,936
– – 0.51% 65
2025
Q4 		$599K Sell
4,936
-35
-0.7% -$3.72K 0.52% 63
2025
Q3 		$463K Sell
4,971
-50
-1% -$4.99K 0.41% 73
2025
Q2 		$458K Sell
5,021
-80
-2% -$6.82K 0.43% 72
2025
Q1 		$446K Sell
5,101
-160
-3% -$16.1K 0.43% 70
2024
Q4 		$544K Sell
5,261
-30
-0.6% -$3.46K 0.53% 61
2024
Q3 		$638K Buy
+5,291
New +$598K 0.63% 55
2023
Q4 		$676K Sell
5,381
-70
-1% -$8.05K 0.73% 46
2023
Q3 		$640K Sell
5,451
-50
-0.9% -$6.26K 0.73% 46
2023
Q2 		$695K Hold
5,501
– – 0.76% 49
2023
Q1 		$604K Sell
5,501
-20
-0.4% -$2.19K 0.68% 52
2022
Q4 		$510K Hold
5,521
– – 0.56% 60
2022
Q3 		$560K Sell
5,521
-50
-0.9% -$6.08K 0.66% 53
2022
Q2 		$623K Sell
5,571
-49
-0.9% -$5.36K 0.64% 55
2022
Q1 		$583K Buy
5,620
+40
+0.7% +$5.01K 0.51% 63
2021
Q4 		$869K Sell
5,580
-80
-1% -$11.9K 0.77% 45
2021
Q3 		$762K Sell
5,660
-50
-0.9% -$6.9K 0.7% 52
2021
Q2 		$750K Hold
5,710
– – 0.69% 51
2021
Q1 		$755K Buy
+5,710
New +$798K 0.73% 52

Other funds holding LCII

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
RA
Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Hudson Portfolio Management's LCII Position: Q2 2026 in Review

Hudson Portfolio Management reduced its LCI Industries (LCII) stake by 0.41% in Q2 2026, selling an estimated $2.2K and leaving 4,916 shares worth $521K. The position accounts for 0.39% of the portfolio, ranked #72.

Hudson Portfolio Management first reported a position in LCII in Q1 2021 and has held it in 20 quarters since. The position peaked at $869K in Q4 2021. 357 funds tracked by Wall St. Rank hold LCII as of Q2 2026.

  • Hudson Portfolio Management held 4,916 shares of LCI Industries worth $521K as of Q2 2026.
  • Hudson Portfolio Management sold 20 LCI Industries shares in Q2 2026, an estimated $2.2K.
  • LCI Industries made up 0.39% of Hudson Portfolio Management's portfolio in Q2 2026, its #72 holding.
  • Hudson Portfolio Management first reported a position in LCI Industries in Q1 2021 and has held it in 20 quarters since.
  • Hudson Portfolio Management's LCI Industries position peaked at $869K in Q4 2021.
  • 357 funds tracked by Wall St. Rank held LCI Industries as of Q2 2026.

Based on Hudson Portfolio Management's 13F filing for Q2 2026, filed 12 Aug 2026.