Intrinsic Edge Capital Management’s LCI Industries LCII Stock Holding History

Intrinsic Edge Capital 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	$4.24M	Sell	40,000 -10,000	-20%	-$1.1M	0.44%	85
2026 Q1	$6.15M	Buy	+50,000	New	+$6.84M	1.02%	32
2021 Q2	–	Sell	-60,585	Closed	-$8.01M	–	254
2021 Q1	$8.01M	Sell	60,585 -5,504	-8%	-$769K	0.55%	65
2020 Q4	$8.57M	Sell	66,089 -16,337	-20%	-$2.01M	0.63%	58
2020 Q3	$8.76M	Sell	82,426 -17,289	-17%	-$2.01M	0.59%	47
2020 Q2	$11.5M	Buy	99,715 +23,162	+30%	+$2.13M	1.06%	18
2020 Q1	$5.12M	Buy	76,553 +36,553	+91%	+$3.57M	0.68%	52
2019 Q4	$4.29M	Buy	+40,000	New	+$4.05M	0.54%	71

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

Intrinsic Edge Capital Management's LCII Position: Q2 2026 in Review

Intrinsic Edge Capital Management reduced its LCI Industries (LCII) stake by 20% in Q2 2026, selling an estimated $1.1M and leaving 40,000 shares worth $4.24M. The position accounts for 0.44% of the portfolio, ranked #85.

Intrinsic Edge Capital Management first reported a position in LCII in Q4 2019 and has held it in 8 quarters since. The position peaked at $11.5M in Q2 2020. 358 funds tracked by Wall St. Rank hold LCII as of Q2 2026.

Intrinsic Edge Capital Management held 40,000 shares of LCI Industries worth $4.24M as of Q2 2026.
Intrinsic Edge Capital Management sold 10,000 LCI Industries shares in Q2 2026, an estimated $1.1M.
LCI Industries made up 0.44% of Intrinsic Edge Capital Management's portfolio in Q2 2026, its #85 holding.
Intrinsic Edge Capital Management first reported a position in LCI Industries in Q4 2019 and has held it in 8 quarters since.
Intrinsic Edge Capital Management's LCI Industries position peaked at $11.5M in Q2 2020.
358 funds tracked by Wall St. Rank held LCI Industries as of Q2 2026.

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