Impact Capital Partners’s LCI Industries LCII Stock Holding History

Impact Capital 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	$320K	Sell	3,025 -679	-18%	-$74.7K	0.09%	200
2026 Q1	$456K	Sell	3,704 -115	-3%	-$15.7K	0.14%	150
2025 Q4	$463K	Sell	3,819 -315	-8%	-$33.5K	0.14%	149
2025 Q3	$385K	Sell	4,134 -82	-2%	-$8.19K	0.12%	175
2025 Q2	$384K	Sell	4,216 -40	-0.9%	-$3.41K	0.13%	174
2025 Q1	$372K	Buy	4,256 +691	+19%	+$69.4K	0.13%	173
2024 Q4	$369K	Buy	+3,565	New	+$411K	0.13%	177

Other funds holding LCII

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

CAM

Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return

LSERS

Louisiana State Employees Retirement System Baton Rouge, Louisiana $5.7B AUM 35.76% 1-Year Est. Return

YIH

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

SOADOR

State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return

YCM

Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return

RCM

Radnor Capital Management Wayne, Pennsylvania $712M AUM 34.39% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

HWAM

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

Impact Capital Partners's LCII Position: Q2 2026 in Review

Impact Capital Partners reduced its LCI Industries (LCII) stake by 18% in Q2 2026, selling an estimated $74.7K and leaving 3,025 shares worth $320K. The position accounts for 0.09% of the portfolio, ranked #200.

Impact Capital Partners first reported a position in LCII in Q4 2024 and has held it in 7 quarters since. The position peaked at $463K in Q4 2025. 35 funds tracked by Wall St. Rank hold LCII as of Q2 2026.

Impact Capital Partners held 3,025 shares of LCI Industries worth $320K as of Q2 2026.
Impact Capital Partners sold 679 LCI Industries shares in Q2 2026, an estimated $74.7K.
LCI Industries made up 0.09% of Impact Capital Partners's portfolio in Q2 2026, its #200 holding.
Impact Capital Partners first reported a position in LCI Industries in Q4 2024 and has held it in 7 quarters since.
Impact Capital Partners's LCI Industries position peaked at $463K in Q4 2025.
35 funds tracked by Wall St. Rank held LCI Industries as of Q2 2026.

Based on Impact Capital Partners's 13F filing for Q2 2026, filed 14 Jul 2026.