Islay Capital Management’s Leuthold Select Industries ETF LST Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q3
– Sell
-1,541
Closed -$72K – 228
2026
Q2
$72K Hold
1,541
– – 0.03% 127
2026
Q1
$62.3K Hold
1,541
– – 0.03% 115
2025
Q4
$61.9K Buy
1,541
+21
+1% +$835 0.04% 110
2025
Q3
$60.6K Hold
1,520
– – 0.03% 128
2025
Q2
$55.9K Hold
1,520
– – 0.04% 118
2025
Q1
$49.4K Buy
+1,520
New +$51.8K 0.03% 117

Other funds holding LST

Islay Capital Management's LST Position: Q3 2026 in Review

Islay Capital Management sold out of Leuthold Select Industries ETF (LST) in Q3 2026, closing a stake of 1,541 shares — an estimated $72K sold.

Islay Capital Management first reported a position in LST in Q1 2025 and held it in 6 quarters. The position peaked at $72K in Q2 2026. 11 funds tracked by Wall St. Rank hold LST as of Q3 2026.

  • Islay Capital Management reported no remaining Leuthold Select Industries ETF position as of Q3 2026 after selling out during the quarter.
  • Islay Capital Management sold 1,541 Leuthold Select Industries ETF shares in Q3 2026, an estimated $72K.
  • Islay Capital Management first reported a position in Leuthold Select Industries ETF in Q1 2025 and held it in 6 quarters.
  • Islay Capital Management's Leuthold Select Industries ETF position peaked at $72K in Q2 2026.
  • 11 funds tracked by Wall St. Rank held Leuthold Select Industries ETF as of Q3 2026.

Based on Islay Capital Management's 13F filing for Q3 2026, filed 20 Oct 2026.