Janus Henderson Group
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Janus Henderson Group’s LCI Industries LCII Stock Holding History

Janus Henderson Group’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
Q1 		$1.41M Sell
11,489
-58,989
-84% -$8.07M ﹤0.01% 1529
2025
Q4 		$8.55M Buy
70,478
+60,689
+620% +$6.46M ﹤0.01% 779
2025
Q3 		$912K Buy
9,789
+230
+2% +$23K ﹤0.01% 1710
2025
Q2 		$872K Sell
9,559
-2,300
-19% -$196K ﹤0.01% 1684
2025
Q1 		$1.04M Hold
11,859
– – ﹤0.01% 1604
2024
Q4 		$1.23M Hold
11,859
– – ﹤0.01% 1584
2024
Q3 		$1.43M Hold
11,859
– – ﹤0.01% 1476
2024
Q2 		$1.23M Sell
11,859
-125
-1% -$13.5K ﹤0.01% 1514
2024
Q1 		$1.47M Sell
11,984
-7,331
-38% -$863K ﹤0.01% 1433
2023
Q4 		$2.43M Buy
19,315
+995
+5% +$114K ﹤0.01% 1143
2023
Q3 		$2.15M Buy
18,320
+956
+6% +$120K ﹤0.01% 1148
2023
Q2 		$2.19M Buy
17,364
+1,866
+12% +$214K ﹤0.01% 1194
2023
Q1 		$1.7M Buy
15,498
+5,794
+60% +$634K ﹤0.01% 1353
2022
Q4 		$897K Sell
9,704
-182
-2% -$17.9K ﹤0.01% 1414
2022
Q3 		$1M Sell
9,886
-924
-9% -$112K ﹤0.01% 1644
2022
Q2 		$1.21M Sell
10,810
-296
-3% -$32.4K ﹤0.01% 1247
2022
Q1 		$1.15M Sell
11,106
-1,370
-11% -$171K ﹤0.01% 1437
2021
Q4 		$1.95M Buy
12,476
+3,100
+33% +$461K ﹤0.01% 1273
2021
Q3 		$1.26M Buy
9,376
+2,396
+34% +$331K ﹤0.01% 1329
2021
Q2 		$917K Sell
6,980
-2,782
-28% -$390K ﹤0.01% 1337
2021
Q1 		$1.29M Buy
9,762
+3,570
+58% +$499K ﹤0.01% 1241
2020
Q4 		$803K Buy
6,192
+1,819
+42% +$224K ﹤0.01% 1223
2020
Q3 		$465K Buy
4,373
+191
+5% +$22.2K ﹤0.01% 1222
2020
Q2 		$481K Sell
4,182
-139
-3% -$12.8K ﹤0.01% 1206
2020
Q1 		$289K Buy
4,321
+364
+9% +$35.5K ﹤0.01% 1234
2019
Q4 		$424K Buy
3,957
+360
+10% +$36.4K ﹤0.01% 1301
2019
Q3 		$330K Buy
3,597
+418
+13% +$37.1K ﹤0.01% 1331
2019
Q2 		$286K Buy
+3,179
New +$281K ﹤0.01% 1325
2018
Q4 		– Sell
-3,110
Closed -$258K – 1392
2018
Q3 		$258K Buy
+3,110
New +$291K ﹤0.01% 1403

Other funds holding LCII

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return

Janus Henderson Group's LCII Position: Q1 2026 in Review

Janus Henderson Group reduced its LCI Industries (LCII) stake by 84% in Q1 2026, selling an estimated $8.07M and leaving 11,489 shares worth $1.41M. The position accounts for ﹤0.01% of the portfolio, ranked #1529.

Janus Henderson Group first reported a position in LCII in Q3 2018 and has held it in 29 quarters since. The position peaked at $8.55M in Q4 2025. 348 funds tracked by Wall St. Rank hold LCII as of Q1 2026.

  • Janus Henderson Group held 11,489 shares of LCI Industries worth $1.41M as of Q1 2026.
  • Janus Henderson Group sold 58,989 LCI Industries shares in Q1 2026, an estimated $8.07M.
  • LCI Industries made up ﹤0.01% of Janus Henderson Group's portfolio in Q1 2026, its #1529 holding.
  • Janus Henderson Group first reported a position in LCI Industries in Q3 2018 and has held it in 29 quarters since.
  • Janus Henderson Group's LCI Industries position peaked at $8.55M in Q4 2025.
  • 348 funds tracked by Wall St. Rank held LCI Industries as of Q1 2026.

Based on Janus Henderson Group's 13F filing for Q1 2026, filed 15 May 2026.