Hudson Portfolio Management’s LCI Industries LCII Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
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