Intrinsic Edge Capital 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
$6.15M Buy
2021
Q2
Sell
2021
Q1
$8.01M Sell
2020
Q4
$8.57M Sell
2020
Q3
$8.76M Sell
2020
Q2
$11.5M Buy
2020
Q1
$5.12M Buy
2019
Q4
$4.29M Buy