Kayne Anderson Rudnick Investment 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	$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