Kayne Anderson Rudnick Investment Management
LCII icon

Kayne Anderson Rudnick Investment Management’s LCI Industries LCII Stock Holding History

Kayne Anderson Rudnick Investment 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 		$184M Sell
1,741,056
-178,217
-9% -$19.6M 0.57% 58
2026
Q1 		$236M Sell
1,919,273
-76,495
-4% -$10.5M 0.69% 53
2025
Q4 		$242M Sell
1,995,768
-176,048
-8% -$18.7M 0.65% 54
2025
Q3 		$202M Sell
2,171,816
-49,627
-2% -$4.96M 0.49% 63
2025
Q2 		$203M Buy
2,221,443
+12,183
+0.6% +$1.04M 0.48% 67
2025
Q1 		$193M Sell
2,209,260
-25,894
-1% -$2.6M 0.47% 67
2024
Q4 		$231M Sell
2,235,154
-179,743
-7% -$20.7M 0.53% 63
2024
Q3 		$291M Buy
2,414,897
+45,299
+2% +$5.12M 0.64% 54
2024
Q2 		$245M Buy
2,369,598
+5,049
+0.2% +$545K 0.6% 56
2024
Q1 		$291M Buy
2,364,549
+41,032
+2% +$4.83M 0.67% 54
2023
Q4 		$292M Sell
2,323,517
-65,703
-3% -$7.56M 0.73% 52
2023
Q3 		$281M Sell
2,389,220
-12,120
-0.5% -$1.52M 0.8% 45
2023
Q2 		$303M Sell
2,401,340
-3,304
-0.1% -$378K 0.85% 42
2023
Q1 		$264M Buy
2,404,644
+206,194
+9% +$22.6M 0.78% 47
2022
Q4 		$203M Sell
2,198,450
-170,489
-7% -$16.7M 0.63% 54
2022
Q3 		$240M Buy
2,368,939
+251,778
+12% +$30.6M 0.8% 45
2022
Q2 		$237M Buy
2,117,161
+765,835
+57% +$83.7M 0.75% 55
2022
Q1 		$140M Buy
1,351,326
+69,556
+5% +$8.71M 0.37% 84
2021
Q4 		$200M Buy
1,281,770
+1,224,836
+2,151% +$182M 0.46% 74
2021
Q3 		$7.67M Buy
+56,934
New +$7.86M 0.02% 247

Other funds holding LCII

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
RA
Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management's LCII Position: Q2 2026 in Review

Kayne Anderson Rudnick Investment Management reduced its LCI Industries (LCII) stake by 9.3% in Q2 2026, selling an estimated $19.6M and leaving 1,741,056 shares worth $184M. The position accounts for 0.57% of the portfolio, ranked #58.

Kayne Anderson Rudnick Investment Management first reported a position in LCII in Q3 2021 and has held it in 20 quarters since. The position peaked at $303M in Q2 2023. 356 funds tracked by Wall St. Rank hold LCII as of Q2 2026.

  • Kayne Anderson Rudnick Investment Management held 1,741,056 shares of LCI Industries worth $184M as of Q2 2026.
  • Kayne Anderson Rudnick Investment Management sold 178,217 LCI Industries shares in Q2 2026, an estimated $19.6M.
  • LCI Industries made up 0.57% of Kayne Anderson Rudnick Investment Management's portfolio in Q2 2026, its #58 holding.
  • Kayne Anderson Rudnick Investment Management first reported a position in LCI Industries in Q3 2021 and has held it in 20 quarters since.
  • Kayne Anderson Rudnick Investment Management's LCI Industries position peaked at $303M in Q2 2023.
  • 356 funds tracked by Wall St. Rank held LCI Industries as of Q2 2026.

Based on Kayne Anderson Rudnick Investment Management's 13F filing for Q2 2026, filed 13 Aug 2026.